Traust Sollus Wealth Management Revenue

Financial Services • West Windsor, New Jersey, United States • 1-10 Employees

Traust Sollus Wealth Management revenue & valuation

Annual revenue	$9,468,731
Revenue per employee	$1,053,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$30,300,000
Total funding	No funding

Key Contact at Traust Sollus Wealth Management

Gilbert A. Zimmerman

Managing Director

Company overview

Headquarters	103 Carnegie Center, Suite 205, Princeton, New Jersey 08540, US
Phone number	+12126618682
Websites	tswealth.com merceradvisors.com
NAICS	52
Keywords	Business Consulting, Investment Advisory, Financial Planning, Tax Planning And Compliance
Founded	1983
Employees	1-10
Socials

About Traust Sollus Wealth Management

Perhaps the most important decision you will make in the future is the choice of an exceptional wealth advisor. Someone who appreciates everything you have done to arrive where you are now. Someone who listens to your goals and dreams, and helps you plan to make them a reality. Traust Sollus is an exclusive wealth management firm, delivering exceptional financial advice on Personal Financial Planning, Investing, Tax Planning and Preparation, Retirement Planning and Business Consulting to a select group of loyal clients. One of the pivotal points that makes us unique is our steadfast client focus – putting you and your goals first, and creating plans and investment portfolios that reflect your personal expectations.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

C-Suite

Employees by Department

Traust Sollus Wealth Management has 4 employees across 3 departments.

Departments

Number of employees

Funding Data

Traust Sollus Wealth Management has never raised funding before.

Traust Sollus Wealth Management Tech Stack

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

reCAPTCHA

Security

Cloudflare Bot Management

Security

Adobe Client Data Layer

JavaScript frameworks

Adobe Target

A/B Testing

Hotjar

Analytics

Google Maps

Maps

Elementor

Page builders

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

Yoast SEO Premium

SEO

jQuery

JavaScript libraries

HTTP/3

Miscellaneous

Frequently asked questions

Traust Sollus Wealth Management is located in West Windsor, New Jersey, US.

You can reach Traust Sollus Wealth Management at +12126618682.

Traust Sollus Wealth Management generates an estimated annual revenue of $9,468,731. This revenue figure reflects the company's market position and business performance in its industry.

Traust Sollus Wealth Management has an estimated valuation of $30,300,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Traust Sollus Wealth Management was founded in 1983, making it 43 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at Traust Sollus Wealth Management

Gilbert A. Zimmerman

Managing Director

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