Revision Wealth Management

Financial Services • Jacksonville, Florida, United States • 1-10 Employees

Company overview

Headquarters	Jacksonville, Florida, United States
Phone number	+13523354444
Website	revisionwm.com
NAICS	52
Keywords	Retirement Planning, Wealth Management, Tax Planning, Investment Planning
Employees	1-10

Key Contact at Revision Wealth Management

Marcus Robinson

Chief Executive Officer

Revision Wealth Management Email Formats

Revision Wealth Management uses 1 email format. The most common is {first initial} (e.g., j@revisionwm.com), used 100% of the time.

Format	Example	Percentage
{first initial}	j@revisionwm.com	100%

About Revision Wealth Management

Revision Wealth Management is a trusted leader in wealth management, with over 30 years of experience partnering with individuals, families, small businesses, and organizations to provide exceptionally tailored financial solutions. Our expertise lies in delivering comprehensive strategies for wealth preservation, growth, portfolio management, and legacy planning that align with each client's unique needs. At Revision Wealth Management, we pride ourselves on being a rapidly growing firm that partners with clients seeking to provide exceptional financial outcomes for their stakeholders. Backed by a team of highly skilled investment advisors, we are recognized for our personalized approach, commitment to fiduciary excellence, and trusted expertise in wealth management. Our proven ability to deliver reliable, results- driven financial strategies makes us an ideal partner for individuals and businesses seeking strategic financial collaboration.

Revision 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

C-Suite

Manager

Employees by Department

Revision Wealth Management has 4 employees across 4 departments.

Departments

Number of employees

Funding Data

Revision Wealth Management has never raised funding before.

Frequently asked questions

Revision Wealth Management is located in Jacksonville, Florida, US.

You can reach Revision Wealth Management at +13523354444.

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

Key Contact at Revision Wealth Management

Marcus Robinson

Chief Executive Officer

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