Sapling Wealth Management Revenue

Financial Services • Seattle, Washington, United States • 1-10 Employees

Sapling Wealth Management revenue & valuation

Annual revenue	$171,110
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$547,552
Total funding	No funding

Key Contact at Sapling Wealth Management

Will Hicks

Managing Director, Owner

Company overview

Headquarters	2212 Queen Anne Ave N, Seattle, Washington 98109, US
Phone number	+12062814055
Website	saplingwealth.com
NAICS	52
SIC	736
Keywords	401K, Financial Plans, Individual Wealth Management
Founded	2010
Employees	1-10
Socials

Sapling Wealth Management Email Formats

Sapling Wealth Management uses 1 email format. The most common is {first name} (e.g., john@saplingwealth.com), used 100% of the time.

Format	Example	Percentage
{first name}	john@saplingwealth.com	100%

About Sapling Wealth Management

I craft financial solutions that work for small businesses and individuals & deliver them with honesty and integrity. Sapling Wealth Management, LLC is an independent, boutique investment firm specializing in 401(k) advisory services. I am an outward facing investment adviser. I serve two primary customers - small business 401ks and individuals with less than $5 million dollars in liquid financial assets. My ideal client values personal investment advice & service. My clients want to live better by making more thoughtful financial decisions. My business is structured to also offer this high level service to smaller accounts looking for wealth building strategies.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Employees by Department

Sapling Wealth Management has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Sapling Wealth Management has never raised funding before.

Sapling Wealth Management Tech Stack

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

reCAPTCHA

Security

SiteGround

Hosting

Gravity Forms

Form builders

Vimeo

Video players

Hotjar

Analytics

jQuery Migrate

JavaScript libraries

jQuery

JavaScript libraries

PHP

Programming languages

WordPress

Blogs

Google Analytics

Analytics

Yoast SEO

SEO

Google Tag Manager

Tag managers

Frequently asked questions

Sapling Wealth Management is located in Seattle, Washington, US.

You can reach Sapling Wealth Management at +12062814055.

Sapling Wealth Management generates an estimated annual revenue of $171,110. This revenue figure reflects the company's market position and business performance in its industry.

Sapling Wealth Management has an estimated valuation of $547,552. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Sapling Wealth Management was founded in 2010, making it 16 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at Sapling Wealth Management

Will Hicks

Managing Director, Owner

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