RWM Wealth Advisors Revenue

Financial Services • Westerville, Ohio, United States • 1-10 Employees

RWM Wealth Advisors 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 RWM Wealth Advisors

Julie Workman

Director of Operations

Company overview

Headquarters	575 Copeland Mill Rd, Suite 2E, Westerville, Ohio 43081, US
Phone number	+16143924869
Website	rwmwealth.com
NAICS	52
Founded	2023
Employees	1-10

About RWM Wealth Advisors

We at RWM Wealth Advisors (formerly Rockwell Financial Partners) are focused on wealth accumulation and management for busy professionals. RWM was founded to address the need for complex planning and collaborative software. This provides us with the ability to work alongside clients and lay a roadmap for their success. We understand that each client is different and their understanding of the world impacts how they view money. All of this is considered as we interact with and guide clients through the financial planning and asset management process. The goal is not to hand clients a 1000-piece puzzle with a picture and ask them to put it together, but rather sit at the table with them to assemble it piece by piece. In other words, all advice is tailored and unique to the individual client...not driven by revenues or sales goals of a larger organization. Our team at RWM gets most excited about digging in with clients and finding solutions that are easily implemented.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Funding Data

RWM Wealth Advisors has never raised funding before.

Frequently asked questions

RWM Wealth Advisors is located in Westerville, Ohio, US.

You can reach RWM Wealth Advisors at +16143924869.

RWM Wealth Advisors generates an estimated annual revenue of $256,665. This revenue figure reflects the company's market position and business performance in its industry.

RWM Wealth Advisors 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.

RWM Wealth Advisors was founded in 2023, making it 3 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at RWM Wealth Advisors

Julie Workman

Director of Operations

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