Strategic Wealth Planning Revenue

Financial Services • Addison, Texas, United States • 11-20 Employees

Strategic Wealth Planning revenue & valuation

Annual revenue	$2,733,045
Revenue per employee	$249,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$8,800,000
Total funding	No funding

Key Contacts at Strategic Wealth Planning

Jed Bernstein

Director Of Business Development

Steve Blum

Chief Executive Officer

Company overview

Headquarters	14900 Landmark Blvd. Suite 460, Dallas, Tx 75254, US
Phone number	+18664516352
Website	awealthplan.com
NAICS	52
SIC	628
Keywords	Business Succession Planning, Wealth Management, Insurance, Business Exit Planning, Tax Mitigation Planning
Founded	2003
Employees	11-20
Socials

Strategic Wealth Planning Email Formats

Strategic Wealth Planning uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@awealthplan.com), used 60% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@awealthplan.com	60%
{first name}{last name}	johndoe@awealthplan.com	40%

About Strategic Wealth Planning

Strategic Wealth Planning works with business owners and individuals to help them focus their financial plan in two main areas: Tax Planning & Business Value maximization. We guide our clients in fulfilling their financial and personal goals through business consulting, portfolio management and financial planning. Our financial plans include the areas of estate, retirement, philanthropy, education and tax.

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

C-Suite

Director

Employees by Department

Strategic Wealth Planning has 4 employees across 4 departments.

Departments

Number of employees

Funding Data

Strategic Wealth Planning has never raised funding before.

Strategic Wealth Planning Tech Stack

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

MediaElement.js

Video players

Vimeo

Video players

Swiper

JavaScript libraries

Google Maps

Maps

Microsoft 365

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

Twitter Emoji

Font scripts

jQuery

JavaScript libraries

HTTP/3

Miscellaneous

HSTS

Security

PHP

Programming languages

Frequently asked questions

Strategic Wealth Planning is located in Addison, Texas, US.

You can reach Strategic Wealth Planning at +18664516352.

Strategic Wealth Planning generates an estimated annual revenue of $2,733,045. This revenue figure reflects the company's market position and business performance in its industry.

Strategic Wealth Planning has an estimated valuation of $8,800,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Strategic Wealth Planning was founded in 2003, making it 23 years old. The company has established itself as a significant player in its industry over this time.

Strategic Wealth Planning has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at Strategic Wealth Planning

Jed Bernstein

Director Of Business Development

Steve Blum

Chief Executive Officer

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