Retirement Wealth Management Revenue

Financial Services • Peachtree Corners, Georgia, United States • 1-10 Employees

Retirement 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 Retirement Wealth Management

Joe Derickson

Founder & CEO

Company overview

Headquarters	5425 Peachtree Pkwy, Peachtree Corners, Georgia 30092, US
Phone number	+17702172521
Website	rwmassets.com
NAICS	52
Keywords	Higher Education, Benchmarking, 403(B), Non-Profit, 401(K), Foundations, Religious Institutions, Performance Monitoring, Endowments, Fee Management, Fiduciary Exposure Management, Institutional Plans, Investment Selection/ Monitoring, Provider Search/Selection
Founded	2007
Employees	1-10
Socials

About Retirement Wealth Management

RWM is an independent Registered Investment Advisory (RIA) firm based in Atlanta, Georgia that consults on institutional, non-profit, and higher education retirement plans as well as endowments and foundations and has been recognized by PLANADVISER as one of the Top 100 Retirement Plan Advisers in the country. With extensive experience in fiduciary exposure management, plan design, implementation, investment selection and monitoring we are able to help reduce our clients' workload by easing fiduciary management, streamlining plan administration, maximizing plan efficiency, reducing costs, and increasing participants' retirement readiness. We are committed to supporting you, your plan, and its goals by developing a clear framework to improve employee understanding of your plan's offerings, encourage participation, and promote satisfaction with your company benefits.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Employees by Department

Retirement Wealth Management has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Retirement Wealth Management has never raised funding before.

Retirement Wealth Management Tech Stack

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

Cloudflare

CDN

MediaElement.js

Video players

reCAPTCHA

Security

Cloudflare Bot Management

Security

jQuery

JavaScript libraries

Snowplow Analytics

Analytics

Mustache

JavaScript frameworks

Weebly

CMS

Hammer.js

JavaScript libraries

FancyBox

JavaScript libraries

Open Graph

Miscellaneous

Vimeo

Video players

Frequently asked questions

Retirement Wealth Management is located in Peachtree Corners, Georgia, US.

You can reach Retirement Wealth Management at +17702172521.

Retirement 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.

Retirement 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.

Retirement Wealth Management was founded in 2007, making it 19 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at Retirement Wealth Management

Joe Derickson

Founder & CEO

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