Small World Wealth Management Revenue
Financial Services • 
Fort Myers, Florida, United States • 21-50 Employees
Small World Wealth Management revenue & valuation
| Annual revenue | $2,395,540 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $7,700,000 |
| Total funding | No funding |
Key Contacts at Small World Wealth Management
Justin V. Copeland
Director Of Investments
Chris Cingari
Director Of Portfolio Research And Advisory
Kyle Brownell
Director Of Business Development And Communications
Paul Rogers
Director Of Advisor Development
Megan Tegeler
Director Of Investment Operations & Services
Company overview
| Headquarters | 10070 Daniels Interstate Ct, #230, Fort Myers, Florida 33913, US |
| Phone number | +11988542 |
| Websites | |
| NAICS | 52 |
| Founded | 1992 |
| Employees | 21-50 |
| Socials |
Small World Wealth Management Email Formats
Small World Wealth Management uses 3 email formats. The most common is {first initial}.{last name} (e.g., j.doe@nm.com), used 90.9% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@nm.com | 90.9% |
{first name} | john@nm.com | 4.5% |
{first name}.{last name} | john.doe@nm.com | 4.5% |
About Small World Wealth Management
Small World Wealth Management was founded in 1992 by Founder, CEO & Wealth Management Advisor Joe Small. Our company is built on his life purpose to "care for and protect loved ones now and for generations to come". This guiding principle has helped us build the number one team in Northwestern Mutual serving multiple states with comprehensive financial planning, insurance product counseling, investment portfolio development, fee-based planning, tax strategy and review of estates, wills and trusts. We currently have three offices (NY, Del & Fla) with a team of 24 financial services professionals and are proud of our 30-year affiliation with Northwestern Mutual. Investment advisory services offered by Northwestern Mutual Wealth Management Company, and securities offered by Northwestern Mutual Investment Services, LLC. See important disclosures at: smallworldwealthmanagement.nm.com
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Small World Wealth Management has 22 employees across 5 departments.
Departments
Number of employees
Funding Data
Small World Wealth Management has never raised funding before.
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