The CP Welde Group Revenue

Financial Services • Kennett, Pennsylvania, United States • 1-10 Employees

The CP Welde Group revenue & valuation

Annual revenue	$256,665
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$821,328
Total funding	No funding

Key Contact at The CP Welde Group

Charles Welde

Founder of The CP Welde Group

Company overview

Headquarters	330 Kennett Pike, 201, Chadds Ford, Pennsylvania 19317, US
Phone number	+16103887705
Website	cpweldegroup.com
NAICS	52
SIC	628
Keywords	Asset Protection, Retirement Planning, Portfolio Management, Legacy Planning, Tax Management
Founded	1994
Employees	1-10
Socials

The CP Welde Group Email Formats

The CP Welde Group uses 1 email format. The most common is {first initial} (e.g., j@cpweldegroup.com), used 100% of the time.

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

About The CP Welde Group

We specialize in crafting holistic financial plans that integrate retirement planning, portfolio management, and tax management. As fiduciary advisors, our primary focus is to help ensure each aspect of your wealth is accounted for and optimized to meet your current and future needs. For most individuals and families seeking advice on their financial, tax, insurance, investment, or legal needs, they are forced to meet with different professionals. Those professionals operate in silos and they don't always collaborate on your behalf. The result is that you may have investment products, insurance policies, tax services, maybe even a will or trust - but no clear picture to show how all of these pieces come together. That's where we come in as skilled practitioners to help you in all aspects of your finances. Have a question? Book a 15 minute call with us to get started.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Employees by Department

The CP Welde Group has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

The CP Welde Group has never raised funding before.

The CP Welde Group Tech Stack

Discover the technologies and tools that power The CP Welde Group's digital infrastructure, from frameworks to analytics platforms.

Google Tag Manager

Tag managers

GoDaddy

Hosting

GoDaddy Website Builder

CMS

Open Graph

Miscellaneous

HSTS

Security

RequireJS

JavaScript frameworks

React

JavaScript frameworks

PWA

Miscellaneous

Google Analytics

Analytics

Frequently asked questions

The CP Welde Group is located in Kennett, Pennsylvania, US.

You can reach The CP Welde Group at +16103887705.

The CP Welde Group generates an estimated annual revenue of $256,665. This revenue figure reflects the company's market position and business performance in its industry.

The CP Welde Group has an estimated valuation of $821,328. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

The CP Welde Group was founded in 1994, making it 32 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at The CP Welde Group

Charles Welde

Founder of The CP Welde Group

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