Strategic Wealth Management Group Revenue

Financial Services • Auckland, Auckland, New Zealand • 1-10 Employees

Strategic Wealth Management Group 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 Strategic Wealth Management Group

Alex Fowler

Founder

Company overview

Headquarters	136 Customs St W, Level 4, Auckland, 1010 , NZ
Phone number	+6421443314
Website	swmgroup.co.nz
NAICS	52
SIC	628
Keywords	Private Wealth Management, Asset Allocation, Retirement Planning, Estate And Trust Planning, Asset Management & Planning, Financial Planning & Strategy
Employees	1-10
Socials

Strategic Wealth Management Group Email Formats

Strategic Wealth Management Group uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@swmgroup.co.nz), used 75% of the time.

Format	Example	Percentage
{first initial}.{last name}	j.doe@swmgroup.co.nz	75%
{first initial}{last name}	jdoe@swmgroup.com	25%

About Strategic Wealth Management Group

At Strategic Wealth Management, our mission is to help our clients make the most of their financial lives. We provide personalised strategies that take into account all aspects of your financial life and offer guidance, clarity of thought, and expertise to help you gain confidence in a more secure financial future. In order to help you maximize your potential for success in all areas of your financial life, we take a comprehensive approach. We focus on enhancing the security of our clients’ accumulated wealth during their lifetimes and beyond. As independent fee only advisors we act as valued partners who can help tie your investment plan to your overall life plan. Not only can we provide you with guidance, counselling, monitoring and discipline, we can be a valued catalyst to encourage you to plan ahead for the expected…and unexpected. We work as your partner, providing you with counsel on an ongoing basis

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Employees by Department

Strategic Wealth Management Group has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Strategic Wealth Management Group has never raised funding before.

Strategic Wealth Management Group Tech Stack

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

Adobe Fonts

Font scripts

Modernizr

JavaScript libraries

Lodash

JavaScript libraries

reCAPTCHA

Security

Squarespace Commerce

Ecommerce

Google Tag Manager

Tag managers

HSTS

Security

Open Graph

Miscellaneous

Facebook Pixel

Analytics

core-js

JavaScript libraries

lit-element

JavaScript libraries

YUI

JavaScript libraries

Frequently asked questions

Strategic Wealth Management Group is located in Auckland, Auckland, NZ.

You can reach Strategic Wealth Management Group at +6421443314.

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

Strategic Wealth Management Group 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.

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

Key Contact at Strategic Wealth Management Group

Alex Fowler

Founder

4.8

40,000 users