Roberts Wealth Management Revenue

Financial Services • 2550 Marshall Rd, Biloxi, United States • 21-50 Employees

Roberts Wealth Management revenue & valuation

Annual revenue	$23,900,000
Revenue per employee	$568,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$76,300,000
Total funding	No funding

Key Contacts at Roberts Wealth Management

Shannon Brooke Robson

Director Of First Impressions

Paul Roberts

Ceo

Vicki Kirby

Director Of Accountability

Christopher Stephenson

Chief Technology Officer

Lorie Wilson

Director Of First Impressions

Sharon Strickland

Director Of First Impressions

Julia Roberts

Chief Marketing Officer

Grant Inkol

Director Of Operations

Jaimie Tiner

Director Of Client Services

Company overview

Headquarters	2550 Marshall Rd, Biloxi, United States
Phone number	+120231009
Website	robertswealth.com
NAICS	52
SIC	874
Keywords	Investments, Wealth Management, Annuities, Retirement Planning, Fiduciary, Insurance, Estate Planning, Social Security Planning, Tax Efficient Planning, Index Satregies
Founded	1996
Employees	21-50
Socials

Roberts Wealth Management Email Formats

Roberts Wealth Management uses 4 email formats. The most common is {first initial} (e.g., j@robertswealth.com), used 81% of the time.

Format	Example	Percentage
{first initial}	j@robertswealth.com	81%
{first name}	john@robertswealth.com	14.3%
{second initial}	o@robertswealth.com	2.4%
{first name}{last name}	johndoe@robertswealth.com	2.4%

About Roberts Wealth Management

WHEN IT COMES TO YOUR FINANCIAL FUTURE, KNOWLEDGE IS THE CRITICAL FIRST STEP. We love helping our community make informed financial decisions about the days ahead.

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Entry

Director

C-Suite

Employees by Department

Roberts Wealth Management has 18 employees across 7 departments.

Departments

Number of employees

Funding Data

Roberts Wealth Management has never raised funding before.

Roberts Wealth Management Tech Stack

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

Cloudflare

CDN

Google Workspace

reCAPTCHA

Security

Vue.js

JavaScript frameworks

Gravity Forms

Form builders

jQuery

JavaScript libraries

Apple iCloud Mail

Webmail

HTTP/3

Miscellaneous

PHP

Programming languages

Font Awesome

Font scripts

Hostinger

Hosting

WordPress

Blogs

Frequently asked questions

Roberts Wealth Management is located in 2550 Marshall Rd, Biloxi, US.

You can reach Roberts Wealth Management at +120231009.

Roberts Wealth Management generates an estimated annual revenue of $23,820,208. This revenue figure reflects the company's market position and business performance in its industry.

Roberts Wealth Management has an estimated valuation of $76,300,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Roberts Wealth Management was founded in 1996, making it 30 years old. The company has established itself as a significant player in its industry over this time.

Roberts Wealth Management has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at Roberts Wealth Management

Shannon Brooke Robson

Director Of First Impressions

Paul Roberts

Ceo

Vicki Kirby

Director Of Accountability

Christopher Stephenson

Chief Technology Officer

Lorie Wilson

Director Of First Impressions

Sharon Strickland