Solaris Private Wealth Management Revenue

Financial Services • Austin, Texas, United States • 1-10 Employees

Solaris Private Wealth Management 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 Solaris Private Wealth Management

Kai A. Lamb

Managing Director

Company overview

Headquarters	6500 River Place Blvd., Building 7 Suite 250, Austin, Texas 78730, US
Phone number	+18668268420
Website	solarispwm.com
NAICS	52
Keywords	Retirement Planning, Financial Planning, Estate Planning, Investment Management
Founded	2006
Employees	1-10
Socials

Solaris Private Wealth Management Email Formats

Solaris Private Wealth Management uses 1 email format. The most common is {first initial}.{last name} (e.g., j.doe@solarispwm.com), used 100% of the time.

Format	Example	Percentage
{first initial}.{last name}	j.doe@solarispwm.com	100%

About Solaris Private Wealth Management

Solaris Private Wealth Management is the next generation of financial planning. We are a Fee-Only Registered Investment Advisory firm that has a fiduciary responsibility to act in the best interest of our clients. At Solaris PWM, we partner with our clients to help them understand where they are financially, were they want to be and the steps necessary to have them achieve their financial goals. As a fee-only Registered Investment Advisor, Solaris PWM clients understand that they receive unbiased advice. Our clients know and understand that we work for them and we have a legal or fiduciary responsibility to act in their best interest. Furthermore, as a CERTIFIED FINANCIAL PLANNER, we have the advanced education and training to provide this advice. While located in the great city of Austin, Texas, Solaris Private Wealth Management has clients throughout the United States.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Employees by Department

Solaris Private Wealth Management has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Solaris Private Wealth Management has never raised funding before.

Solaris Private Wealth Management Tech Stack

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

Modernizr

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lit-element

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Google Maps

Maps

lit-html

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jQuery Migrate

JavaScript libraries

Apache HTTP Server

Web servers

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Miscellaneous

jQuery

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WordPress

Blogs

Google Analytics

Analytics

Frequently asked questions

Solaris Private Wealth Management is located in Austin, Texas, US.

You can reach Solaris Private Wealth Management at +18668268420.

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

Solaris Private Wealth Management 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.

Solaris Private Wealth Management was founded in 2006, making it 20 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at Solaris Private Wealth Management

Kai A. Lamb

Managing Director

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