Sutter Wealth Management Revenue

Financial Services • 3500 Douglas Boulevard, Suite 150, United States • 1-10 Employees

Sutter Wealth Management revenue & valuation

Annual revenue	$3,000,000
Revenue per employee	$3,000,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$9,600,000
Total funding	No funding

Key Contact at Sutter Wealth Management

Phillip C. Anderson

CEO and Wealth Management Advisor

Company overview

Headquarters	3500 Douglas Boulevard, Suite 150, Roseville, CA 95661, US
Phone number	+19167401900
Websites	sutterwealthmanagement.com sutterwm.com
NAICS	52
Keywords	Investment Planning, Asset Management, Retirement Planning, Insurance
Founded	2010
Employees	1-10
Socials

About Sutter Wealth Management

Sutter Wealth Management utilizes a highly personalized wealth management approach which is designed to give clients the confidence to live the way they want to live now, and through each phase of life. There are always things that happen in life that we cannot control or plan for, we help you prepare for the unplanned as well as the planned. We create an investment and comprehensive financial plan, guiding you through life changes to help keep you from running out of money before you run out of time. A Legacy Plan is also an important focus so that those that you care about are taken care of along with charities that are close to your heart. We offer unbiased, conflict-free advice, and a commitment to transparency, which serves our clients while building confident, lasting relationships based on trust. As investment advisor representatives, we have a fiduciary duty in how we manage each client’s wealth. Key fiduciary duties include serving the client’s best interest, acting in utmost good faith, acting prudently – with the care, skill and judgement of a professional, avoiding conflicts of interest, disclosing all material facts and controlling investment expenses. Sutter Wealth Management is committed to building and maintaining your trust in us so that you have the confidence to live life to the fullest. Advisory services offered through Hayden Royal Wealth Management and Advisory Partners LLC, a registered investment advisor. Securities offered through Chalice Capital Partners, LLC, member FINRA (http://www.finra.org) / SIPC (http://www.sipc.org).

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Funding Data

Sutter Wealth Management has never raised funding before.

Sutter Wealth Management Tech Stack

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

Modernizr

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MediaElement.js

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reCAPTCHA

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SiteGround

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Swiper

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Chart.js

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jQuery Migrate

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WordPress

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Frequently asked questions

Sutter Wealth Management is located in 3500 Douglas Boulevard, Suite 150, US.

You can reach Sutter Wealth Management at +19167401900.

Sutter Wealth Management generates an estimated annual revenue of $3,000,000. This revenue figure reflects the company's market position and business performance in its industry.

Sutter Wealth Management has an estimated valuation of $9,600,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Sutter Wealth Management was founded in 2010, making it 16 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at Sutter Wealth Management

Phillip C. Anderson

CEO and Wealth Management Advisor

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