R&R Wealth Management

Financial Services • Waukesha, Wisconsin, United States • 1-10 Employees

Company overview

Headquarters	N14 W23900 Stone Ridge Drive, Waukesha, WI 53188, US
Phone number	+12626965167
Websites	myknowledgeadvisor.com rrwma.com
NAICS	52
Keywords	Debt Management, Tax Planning, Investment Planning, Insurance Planning, Education Planning, Retirement Planning, Business Planning, Estate Planning, Special Situations, Income Protection & Asset Preservation
Founded	1998
Employees	1-10
Socials

Key Contact at R&R Wealth Management

Robert Holton

Vice President of Wealth Management

About R&R Wealth Management

R&R Wealth Management exists to reveal and help achieve what people really want. Through objective listening, experienced consulting and candid conversations we are able to provide holistic financial life advice through comprehensive, tax-optimized wealth management services. At our core: We believe in working with people that enjoy life. We believe humor and being candid are essential to building honest and genuine relationships. We believe that sharing significant life experiences uncovers the real needs and wants of our clients. Securities and advisory services offered through Commonwealth Financial Network®, member https://www.FINRA.org / https://www.SIPC.org, a Registered Investment Adviser. The Financial Advisor(s) associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s Broker Check for a list of current registrations. Review our Terms of Use: https://www.commonwealth.com/termsofuse.html. R&R Wealth Management, N14 W23900, Stone Ridge Drive, Waukesha, WI 53188, (262) 696-5167 We will not ask or request for personal or account information through this site. Any such request should be ignored and deleted. All personal and account updates must be completed in person or over the phone. Please make sure that you have set up security features on your site to protect your privacy. We will not accept trading instructions through this site.

R&R Wealth Management revenue & valuation

Annual revenue	$513,330
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,700,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Manager

Vice President

Employees by Department

R&R Wealth Management has 6 employees across 2 departments.

Departments

Number of employees

Funding Data

R&R Wealth Management has never raised funding before.

Frequently asked questions

R&R Wealth Management is located in Waukesha, Wisconsin, US.

You can reach R&R Wealth Management at +12626965167.

R&R Wealth Management was founded in 1998, making it 28 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at R&R Wealth Management

Robert Holton

Vice President of Wealth Management

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