Spiring Wealth Management Revenue
Financial Services • 
Winnipeg, Manitoba, Canada • 1-10 Employees
Spiring Wealth Management revenue & valuation
| Annual revenue | $684,440 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,200,000 |
| Total funding | No funding |
Key Contacts at Spiring Wealth Management
Charlie Spiring
Founder & Chairman, Senior Wealth Advisor
Blaine Coates
Founder, Executive Vice-President & Senior Wealth Advisor
Company overview
| Headquarters | 201 Portage Ave, 2500, Winnipeg, Manitoba R3C, CA |
| Phone number | +120202023 |
| Website | |
| NAICS | 52 |
| Keywords | Financial Advice, Wealth Management, Finance, Financial Planning, Holistic Wealth Management |
| Employees | 1-10 |
Spiring Wealth Management Email Formats
Spiring Wealth Management uses 1 email format. The most common is {first name}.{last name} (e.g., john.doe@wellington-altus.ca), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name} | john.doe@wellington-altus.ca | 100% |
About Spiring Wealth Management
With over 40 years of client service and distinguished experience, Charlie Spiring’s national reputation and unfaltering commitment to excellence has attracted an elite team at Spiring Wealth Management. We’re experts at solving for the unique capital needs of entrepreneurs, to those with multigenerational wealth. Showing up every day with a high-performance mindset and placing the needs of our clients above all else is at the core of who we are and everything we do. Prior to the inception of Spiring Wealth Management, Charlie built and led Wellington West Holdings Inc., a successful $10 billion investment firm recognized as one of Canada’s Best Managed Companies for 15 consecutive years. Even after selling the firm to National Bank for $333 million, Charlie wasn’t done yet—in fact, he was just getting started. Fueled with entrepreneurial spirit and larger-than-life passion, Charlie founded Wellington-Altus Private Wealth in 2017 along with Spiring Wealth Management and like-minded partners who understand the complex journey to success—because they’ve been through it. In only four years, Wellington-Altus has grown to more than $15 billion in assets under administration with offices across the country. The firm was rated #1 in Canada in the 2021 Investment Executive Brokerage Report Card and was also named one of Canada’s Best Managed Companies in 2021.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Spiring Wealth Management has 7 employees across 2 departments.
Departments
Number of employees
Funding Data
Spiring Wealth Management has never raised funding before.
Spiring Wealth Management Tech Stack
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