ProVest Wealth Advisors Revenue

Financial Services • Spartanburg, South Carolina, United States • 1-10 Employees

ProVest Wealth Advisors revenue & valuation

Annual revenue	$14,700,000
Revenue per employee	$1,469,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$47,000,000
Total funding	No funding

Key Contact at ProVest Wealth Advisors

Gabriel Lopez

Director Of Business Development

Company overview

Headquarters	223 E. Blackstock Road, Spartanburg, South Carolina 29301, US
Phone number	+18645827766
Website	provestwealth.com
NAICS	52
SIC	628
Keywords	Financial Consulting, Retirement Planning, Financial Planning, Money Management, Retirement Analysis
Founded	1983
Employees	1-10
Socials

ProVest Wealth Advisors Email Formats

ProVest Wealth Advisors uses 1 email format. The most common is {first name} (e.g., john@provestwealth.com), used 100% of the time.

Format	Example	Percentage
{first name}	john@provestwealth.com	100%

About ProVest Wealth Advisors

ProVest Wealth Advisors is a financial services firm in the upstate of South Carolina that has been delivering customized financial advice to individual investors for over 30 years. We take a team approach to working with our clients. Our entire staff is focused on serving our clients yet the investment research and decision making is carried out by the licensed professionals, Noel Swain and Russ Dickerson. We manage money on a fee basis. While we are a full service financial practice, the focus of our business is money management on a fee basis. When we act as your Investment Advisory Representative we take a fiduciary responsibility for the money we manage. Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. ProVest Wealth Advisors & Cambridge are not affiliated

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Intern

Employees by Department

ProVest Wealth Advisors has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

ProVest Wealth Advisors has never raised funding before.

ProVest Wealth Advisors Tech Stack

Discover the technologies and tools that power ProVest Wealth Advisors's digital infrastructure, from frameworks to analytics platforms.

Autoptimize

Performance

reCAPTCHA

Security

Astra

WordPress themes

theTradeDesk

Advertising

WP Rocket

Caching

Google Maps

Maps

Elementor

Page builders

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

jQuery

JavaScript libraries

Google Ads

Advertising

HTTP/3

Miscellaneous

Frequently asked questions

ProVest Wealth Advisors is located in Spartanburg, South Carolina, US.

You can reach ProVest Wealth Advisors at +18645827766.

ProVest Wealth Advisors generates an estimated annual revenue of $14,682,052. This revenue figure reflects the company's market position and business performance in its industry.

ProVest Wealth Advisors has an estimated valuation of $47,000,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

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

ProVest Wealth Advisors has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at ProVest Wealth Advisors

Gabriel Lopez

Director Of Business Development

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