Severn Wealth Management Revenue

Financial Services • 151 West Street, Suite 302, United States • 1-10 Employees

Severn Wealth Management revenue & valuation

Annual revenue	$342,220
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,100,000
Total funding	No funding

Key Contact at Severn Wealth Management

Steve Roth

Co-Founder & Managing Partner

Company overview

Headquarters	151 West Street, Suite 302, Annapolis, MD 21401, US
Website	severnwm.com
NAICS	52
Keywords	Wealth Management, Life Insurance, Financial Planning, Estate Planning, Investment Management, Legacy Planning
Employees	1-10

Severn Wealth Management Email Formats

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

Format	Example	Percentage
{first name}{last name}	johndoe@severnfa.com	100%

About Severn Wealth Management

As an independent advisory firm, we focus on collaboration and communication to build lasting relationships. Our team is dedicated to providing personalized solutions that support your journey toward a secure financial future. Our team is committed to guiding you through each step, offering personalized wealth management strategies tailored to your specific needs. We aim to build a trusted partnership that not only addresses your current financial concerns but also lays the groundwork for future generations. Our comprehensive approach encompasses all aspects of financial planning, making us your one-stop shop for achieving financial success. Securities and advisory services offered through Commonwealth Financial Network ®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed Insurance products and services are separate from and not offered through Commonwealth Financial Network. Severn Wealth Management 151 West Street, Suite 302, Annapolis, MD 21401. 443-433-7134. The Financial Advisors associated with this profile may only discuss or transact business with residents of states in which they are properly registered. No offers may be made or accepted from any resident of any other state. Please check FINRA’s BrokerCheck for a list of current registrations. Review our Terms of Use: www.commonwealth.com/termsofuse.html.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Employees by Department

Severn Wealth Management has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Severn Wealth Management has never raised funding before.

Frequently asked questions

Severn Wealth Management is located in 151 West Street, Suite 302, US.

Severn Wealth Management generates an estimated annual revenue of $342,220. This revenue figure reflects the company's market position and business performance in its industry.

Severn Wealth Management has an estimated valuation of $1,100,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

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

Key Contact at Severn Wealth Management

Steve Roth

Co-Founder & Managing Partner

4.8

40,000 users