Talley Wealth Revenue

Financial Services • Johnson City, Tennessee, United States • 1-10 Employees

Talley Wealth revenue & valuation

Annual revenue	$342,220
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,100,000
Total funding	No funding

Key Contact at Talley Wealth

David Talley

Founder & Lead Advisor

Company overview

Headquarters	203 Broyles Dr Ste 301, Johnson City, Tennessee 37601, US
Website	talleywealth.com
NAICS	52
Keywords	Business Succession Planning, Retirement Planning, Financial Planning, Estate Planning, Tax Preparation, Investment Management, Retirement Income Planning, Tax Strategy, Business Exit Planning, Cash Flow & Liquidity Management
Founded	2020
Employees	1-10

Talley Wealth Email Formats

Talley Wealth uses 1 email format. The most common is {first initial} (e.g., j@mytalleyfinancial.com), used 100% of the time.

Format	Example	Percentage
{first initial}	j@mytalleyfinancial.com	100%

About Talley Wealth

We simplify the complex world of money so entrepreneurs, executives, and pre-retirees can make confident, clear-headed decisions about their financial future. Clients turn to us for integrated financial planning, investment management, and proactive tax strategy that connects business and personal wealth. Whether you’re scaling a company, preparing for retirement, or planning a major transition, we help you reduce uncertainty, save time, and focus on what matters most. Based in Johnson City, Tennessee, we proudly serve Kingsport, Bristol, the Tri-Cities, and the Appalachian Highlands. Our fiduciary approach emphasizes integrity, long-term partnership, and strategies tailored to your goals.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Employees by Department

Talley Wealth has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Talley Wealth has never raised funding before.

Frequently asked questions

Talley Wealth is located in Johnson City, Tennessee, US.

Talley Wealth generates an estimated annual revenue of $342,220. This revenue figure reflects the company's market position and business performance in its industry.

Talley Wealth has an estimated valuation of $1,100,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Talley Wealth was founded in 2020, making it 6 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at Talley Wealth

David Talley

Founder & Lead Advisor

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