Strategic Wealth Management Revenue
Financial Services • 
United States • 51-100 Employees
Strategic Wealth Management revenue & valuation
| Annual revenue | $11,500,000 |
| Revenue per employee | $208,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $36,600,000 |
| Total funding | No funding |
Key Contacts at Strategic Wealth Management
Nicholas Moustacas
Director
Sean Whalen
Managing Director, Wealth Manager
Duane Kohl
Director
Steve Hotham
Financial Planner & Managing Director
Shuler Griffin
Director, Member Services
David Cohen
Owner
Mel Rokeach
Owner
Company overview
| Headquarters | United States |
| Phone number | +12124890100 |
| Websites | |
| NAICS | 52 |
| SIC | 6211, 621 |
| Employees | 51-100 |
| Socials |
Strategic Wealth Management Email Formats
Strategic Wealth Management uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@swmgrp.com), used 50% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@swmgrp.com | 50% |
{first name}{last name} | johndoe@swmgrp.com | 50% |
About Strategic Wealth Management
Private wealth management to high net worth individuals, corporate executives , and family owned businesses.
Employees by Management Level
Total employees: 51-100
Seniority
Employees
Employees by Department
Strategic Wealth Management has 19 employees across 6 departments.
Departments
Number of employees
Funding Data
Strategic Wealth Management has never raised funding before.
Strategic Wealth Management Tech Stack
Discover the technologies and tools that power Strategic Wealth Management's digital infrastructure, from frameworks to analytics platforms.
CDN
Security
Frequently asked questions
4.8
40,000 users
