Providence Wealth Management Revenue

Financial Services • Rockford, Illinois, United States • 1-10 Employees

Providence Wealth Management revenue & valuation

Annual revenue	$256,665
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$821,328
Total funding	No funding

Key Contact at Providence Wealth Management

John Aamsacltc

President, Wealth Advisor

Company overview

Headquarters	5906 Elaine Dr, Suite 110, Rockford, Illinois 61108, US
Phone number	+18159780169
Website	providencewealthgroup.com
NAICS	52
Keywords	Reits, Commodities, Asset Allocation, Annuities, Financial Planning, Alternative Investments, Cash Flow Analysis, Profit Sharing, Investment Strategies, Behavioral Coaching, Socially Responsible Investing, 401(K), Distribution Strategy, Fiduciary Education, Investment Policy Statements, Retirement Income Analysis, 403(B), Social Security Guidance, Corporate Participant Education, Financial Portfolio Stress Testing, Goal Development & Planning, Plan Fee Benchmarking, Risk-Based Tax-Efficient & Taxable, Tax Allocation
Founded	2022
Employees	1-10

Providence Wealth Management Email Formats

Providence Wealth Management uses 2 email formats. The most common is {first initial} (e.g., j@providencewealthgroup.com), used 66.7% of the time.

Format	Example	Percentage
{first initial}	j@providencewealthgroup.com	66.7%
{first name}	john@providencewealthgroup.com	33.3%

About Providence Wealth Management

Trusted and experienced CERTIFIED FINANCIAL PLANNER™ offering comprehensive wealth management services to individuals, families, executives, professionals, corporations and businesses. We leverage our expertise and data-driven strategies to align with your personal goals. Together, we create a sound financial plan, providing hope for the future and the peace of mind you deserve.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Vice President

Funding Data

Providence Wealth Management has never raised funding before.

Providence Wealth Management Tech Stack

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

GoDaddy

Hosting

Windows Server

Operating systems

SPNEGO

Security

Outlook Web App

Webmail

IIS

Web servers

Microsoft ASP.NET

Web frameworks

Mailgun

Frequently asked questions

Providence Wealth Management is located in Rockford, Illinois, US.

You can reach Providence Wealth Management at +18159780169.

Providence Wealth Management generates an estimated annual revenue of $256,665. This revenue figure reflects the company's market position and business performance in its industry.

Providence Wealth Management has an estimated valuation of $821,328. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Providence Wealth Management was founded in 2022, making it 4 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at Providence Wealth Management

John Aamsacltc

President, Wealth Advisor

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