Three Pillars Wealth Management Revenue

Investment Management • Janesville, Wisconsin, United States • 1-10 Employees

Three Pillars Wealth Management revenue & valuation

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

Key Contact at Three Pillars Wealth Management

Katherine Clausen

President

Company overview

Headquarters	One Parker Place, Ste 600, Janesville, WI 53545, US
Phone number	+16083527125
Website	threepillarswm.com
NAICS	5231
Keywords	Risk Management, Financial Planning, Alternative Investments, Investment Advisory
Founded	2012
Employees	1-10
Socials

Three Pillars Wealth Management Email Formats

Three Pillars Wealth Management uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@threepillarswm.com), used 50% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@threepillarswm.com	50%
{first name}{last name}	johndoe@threepillarswm.com	50%

About Three Pillars Wealth Management

We know that our clients’ expectations are the key to the most successful relationship we can have with them. This includes not only what you expect from us, but your life, your future, and how you want to live along the way. Whether you need us to perform investment advisory, financial planning, risk management services, or top-to-bottom wealth management, we take you to the next level through our proprietary portfolios. Not only that, but we provide you with access to investment opportunities you cannot get from most other financial advisors.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Vice President

Funding Data

Three Pillars Wealth Management has never raised funding before.

Three Pillars Wealth Management Tech Stack

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

Google Workspace

GoDaddy

Hosting

Google Maps

Maps

Frequently asked questions

Three Pillars Wealth Management is located in Janesville, Wisconsin, US.

You can reach Three Pillars Wealth Management at +16083527125.

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

Three Pillars Wealth Management 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.

Three Pillars Wealth Management was founded in 2012, making it 14 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at Three Pillars Wealth Management

Katherine Clausen

President

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