


Reatherford Wealth Management Revenue
Investment Management • 316 SW Washington St, Suite 1A, United States • 1-10 Employees
Reatherford Wealth Management revenue & valuation
| Annual revenue | $85,555 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $273,776 |
| Total funding | No funding |
Key Contact at Reatherford Wealth Management
Collin Reatherford
CEO | Financial Planner | Wealth Manager
Company overview
| Headquarters | 316 SW Washington St, Suite 1A, Peoria, IL 61602, US |
| Website | |
| NAICS | 5231 |
| Founded | 2022 |
| Employees | 1-10 |
Reatherford Wealth Management Email Formats
Reatherford Wealth Management uses 1 email format. The most common is {first initial} (e.g., j@reatherfordwealthmgmt.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@reatherfordwealthmgmt.com | 100% |
About Reatherford Wealth Management
Reatherford Wealth Management LLC is an independent Registered Investment Adviser founded in 2022. We are held to the Fiduciary Standard of Care at all times. It's not about how much you have... our focus is to help you get the most out of life with your money. Fiduciary Advice. Financial Planning Analysis & Consulting Services. Discretionary Asset Management. Clients can choose to work with us on an hourly basis, a one-time financial planning engagement, on an ongoing basis. Investment Management is not a requirement in order to work with us, only if you choose to delegate it to us. Our focus is to meet you with where you are in life and help educate you, so you can feel confident making educated decisions. However, if you want to know the more technical details of our work, it covers topics such as (but not limited to): *Cash Flow Planning & Debt Management *Retirement Planning & Analysis, Income Planning/Withdrawal Strategies *Investment Planning & Portfolio Strategies *Tax Planning Strategies *Equity Compensation (Pre-IPO, RSUs, ISOs, NSOs, PRSUs, SARs, etc.) *Executive Compensation (Deferred Comp Plans, Highly Concentrated Positions & Planning, etc.) *Insurance Planning *Charitable Giving Techniques *Estate Planning & Asset Transfer Planning *Collaborating with other professionals (CPAs, attorneys, etc.)
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Reatherford Wealth Management has never raised funding before.
Reatherford Wealth Management Tech Stack
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Frequently asked questions
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