Prosperity Partners Private Wealth Management Revenue

Financial Services • Irvine, California, United States • 1-10 Employees

Prosperity Partners Private Wealth Management revenue & valuation

Annual revenue	$6,386,706
Revenue per employee	$799,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$20,500,000
Total funding	No funding

Key Contact at Prosperity Partners Private Wealth Management

Mark Chandik

President

Company overview

Headquarters	8841 Research Dr Ste 100, Irvine, CA 92618, US
Phone number	+19498554337
Websites	prosperity-pwm.com fdpwm.com
NAICS	52
Keywords	Investments, Wealth Management, Exit Planning, Executive Compensation, Asset Management, Insurance, Financial Planning, Estate Planning, Retirement, Corporate Retirement Plans
Founded	1983
Employees	1-10
Socials

Prosperity Partners Private Wealth Management Email Formats

Prosperity Partners Private Wealth Management uses 3 email formats. The most common is {first name} (e.g., john@fdpwm.com), used 50% of the time.

Format	Example	Percentage
{first name}	john@fdpwm.com	50%
{first initial}	j@fdpwm.com	50%

About Prosperity Partners Private Wealth Management

At Prosperity Partners, we believe Prosperity is more than a number. It’s the power to shape what’s possible. For you. Your Family. Your Heirs. Our role as your Chief Prosperity Officer® is to help you explore that potential. Then we set about turning possibilities into true reality. CLIENT FOCUS: - Individuals, their Heirs & Foundations - Small Business Owners - Construction Owners - Entertainers and Sports Figures - Inheritors - Exit Strategies & Planning NEXTGEN SERVICES After you’re gone, will your assets actually be used to create the life you envision for your family? NextGEN helps to transmit your values and legacy to the next generation to help ensure that inherited wealth doesn’t spell disaster for your heirs. Visit https://fdpwm.com/site/our-clients/nextgen/ THE PROSPERITY REPORT Our video channel and podcast shares ideas for building wealth, safeguarding it, and translating it into true prosperity with insights from actual business owners and financial professionals. Find it at: https://fdpwm.com/site/strategies/prosperity-report/ EXIT PREPAREDNESS ASSESSMENT In just 5 minutes our 18-point evaluation helps business owners assess their readiness to sell, transfer or exit their company, including: - Owner Objectives - Maximizing Business Value - Ownership Transfers - Business Continuity Create your free report at: https://prosperity-pwm.com/site/our-clients/exit-strategies/

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Manager

Entry

Intern

Employees by Department

Prosperity Partners Private Wealth Management has 4 employees across 2 departments.

Departments

Number of employees

Funding Data

Prosperity Partners Private Wealth Management has never raised funding before.

Prosperity Partners Private Wealth Management Tech Stack

Discover the technologies and tools that power Prosperity Partners Private Wealth Management's digital infrastructure, from frameworks to analytics platforms.

MediaElement.js

Video players

Gravity Forms

Form builders

Vimeo

Video players

jQuery Mobile

Mobile frameworks

lit-element

JavaScript libraries

Google Maps

Maps

lit-html

JavaScript libraries

Microsoft 365

jQuery Migrate

JavaScript libraries

Apache HTTP Server

Web servers

jQuery

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PHP

Programming languages

Frequently asked questions

Prosperity Partners Private Wealth Management is located in Irvine, California, US.

You can reach Prosperity Partners Private Wealth Management at +19498554337.

Prosperity Partners Private Wealth Management generates an estimated annual revenue of $6,386,706. This revenue figure reflects the company's market position and business performance in its industry.

Prosperity Partners Private Wealth Management has an estimated valuation of $20,500,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Prosperity Partners Private Wealth Management was founded in 1983, making it 43 years old. The company has established itself as a significant player in its industry over this time.

Prosperity Partners Private Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Prosperity Partners Private Wealth Management

Mark Chandik

President

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