R.O.I. Wealth Management
Investment Management • 
Lehi, Utah, United States • 1-10 Employees
Company overview
| Headquarters | 2901 W Bluegrass Blvd. Suite # 200-99, Lehi, Utah 84043, US |
| Phone number | +18017853254 |
| Website | |
| NAICS | 5231 |
| SIC | 628 |
| Keywords | Comprehensive Financial Planning, Active Investment Management, Financial Services, Wealth Management, Retirement Plan Rollovers, Retirement Plan Funding |
| Founded | 1992 |
| Employees | 1-10 |
| Socials |
Key Contact at R.O.I. Wealth Management
Grant Olson
President
About R.O.I. Wealth Management
R.O.I. is a financial planning, investment advisory company that provides comprehensive financial planning and active investment management on a fee-only (no commissions) basis. R.O.I. was orignailly located in Lindon, Utah and was established there in 1992. R.O.I. now has offices in Lehi and Orem Utah. R.O.I.'s planners and advisors are members of the National Association of Personal FInancial Advisors (NAPFA) and are Certified Financial Planner recipients.
R.O.I. 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 Investment Management industry and current estimated revenues | $821,328 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
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Employees
Funding Data
R.O.I. Wealth Management has never raised funding before.
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