RLJ Wealth Management
Financial Services • 
DeLand, Florida, United States • 1-10 Employees
Company overview
| Headquarters | 713 W New York Ave, Suite 203, DeLand, Florida 32720, US |
| Phone number | +17195288115 |
| Website | |
| NAICS | 52 |
| Keywords | Wealth Management, Retirement Planning, Financial Planning, Lifetime Income Planning, Portfolio Review & Creation, Wealth Preservation & Transfer |
| Employees | 1-10 |
| Socials |
Key Contact at RLJ Wealth Management
Amanda Gierhart
Director of Operations
RLJ Wealth Management Email Formats
RLJ Wealth Management uses 2 email formats. The most common is {first name} (e.g., john@rljwealth.com), used 80% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@rljwealth.com | 80% |
{first initial} | j@rljwealth.com | 20% |
About RLJ Wealth Management
Financial planning is an ongoing process of preparing for and reacting to Critical Financial Events. They can be as diverse as planning for retirement, selling a business, receiving an inheritance, buying a recreational property or proactively planning for your legacy. Rebecca’s resources and expertise help you to prepare for such events, so that you can achieve your fundamental and lifestyle goals. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and RLJ Wealth Management are not affiliated. Content provided via links to third party sites should not be considered an endorsement of third party content. We make no representation as to the completeness or accuracy of information provided at these websites.
RLJ Wealth Management revenue & valuation
| Annual revenue | $427,775 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,400,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
RLJ Wealth Management has never raised funding before.
RLJ Wealth Management Tech Stack
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Frequently asked questions
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