Romero Wealth Management Revenue

Financial Services • Orange, California, United States • 1-10 Employees

Romero Wealth Management revenue & valuation

Annual revenue	$11,800,000
Revenue per employee	$1,957,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$37,600,000
Total funding	No funding

Key Contact at Romero Wealth Management

Jessica Hansen

Director Of Business Development

Company overview

Headquarters	2520 N. Santiago Blvd, Orange, California 92867, US
Phone number	+17145478787
Website	romerowm.com
NAICS	52
SIC	874
Keywords	Private Wealth Management, Life, Group Health Insurance, 401(K) Fiduciary Consulting, Long-Term Care And Disability Insurance
Founded	2005
Employees	1-10
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About Romero Wealth Management

Daniel Romero is a Registered Representatives with and Securities & fee based asset management through LPL Financial a Registered Investment Advisor & Member SIPC www.sipc.org. Our website is www.RomeroWM.com CA Insurance Lic #:OC54180 No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under securities laws of such jurisdiction. Registered Representatives of LPL Financial disclosed on this site may only discuss securities or transact business with persons who are residents of the following states: AZ, CA, CO, HI, MN, MS, NC, NY, OH, SC, TX, & WA. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Director

Employees by Department

Romero Wealth Management has 3 employees across 2 departments.

Departments

Number of employees

Funding Data

Romero Wealth Management has never raised funding before.

Romero Wealth Management Tech Stack

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

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Frequently asked questions

Romero Wealth Management is located in Orange, California, US.

You can reach Romero Wealth Management at +17145478787.

Romero Wealth Management generates an estimated annual revenue of $11,738,044. This revenue figure reflects the company's market position and business performance in its industry.

Romero Wealth Management has an estimated valuation of $37,600,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Romero Wealth Management was founded in 2005, making it 21 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at Romero Wealth Management

Jessica Hansen

Director Of Business Development

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