PWM Advisors
Financial Services • 
NYC Metro Area, United States • 1-10 Employees
Company overview
| Headquarters | NYC Metro Area, United States |
| Phone number | +19737213557 |
| Website | |
| NAICS | 52 |
| Founded | 2022 |
| Employees | 1-10 |
Key Contacts at PWM Advisors
Alexander Matovski
Co-Founder | Pwm Advisors
Phil Sicuro
Managing Director & Wealth Advisor
Scott Gasparini
Managing Director & Portfolio Manager
Michael P. Terry
Managing Director & Portfolio Manager
PWM Advisors Email Formats
PWM Advisors uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@pwm-advisors.com), used 77.8% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@pwm-advisors.com | 77.8% |
{first name}{last name} | johndoe@pwm-advisors.com | 22.2% |
About PWM Advisors
Having spent the majority of our careers at one of the oldest trust companies in the United States, we have mastered the intricacies of delivering the high-net-worth, white glove experience, and pride ourselves on being able to afford that premier level of service to all of our clients. This lies in stark contrast to some of the larger firms out there today where service level has evolved into a profitability-based decision.
PWM Advisors revenue & valuation
| Annual revenue | $598,885 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,000,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
PWM Advisors has 4 employees across 2 departments.
Departments
Number of employees
Funding Data
PWM Advisors has never raised funding before.
PWM Advisors Tech Stack
Discover the technologies and tools that power PWM Advisors's digital infrastructure, from frameworks to analytics platforms.
CDN
JavaScript libraries
Search engines
Security
JavaScript libraries
Tag managers
Hosting
Marketing automation
Security
JavaScript libraries
Miscellaneous
Analytics
China
Frequently asked questions
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