TRIAD Wealth Revenue

Financial Services • Town and Country, Missouri, United States • 1-10 Employees

TRIAD Wealth revenue & valuation

Annual revenue	$16,300,000
Revenue per employee	$4,053,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$51,900,000
Total funding	No funding

Key Contact at TRIAD Wealth

Russ Mcmillan

President

Company overview

Headquarters	625 Maryville Centre Drive, Suite 100, Saint Louis, MO 63141, US
Phone number	+13148001155
Website	triadwealth.com
NAICS	52
SIC	628
Keywords	Wealth Maximization And Wealth Management
Founded	2003
Employees	1-10

TRIAD Wealth Email Formats

TRIAD Wealth uses 2 email formats. The most common is {first initial}_{last name} (e.g., j_doe@triadwealth.com), used 66.7% of the time.

Format	Example	Percentage
{first initial}_{last name}	j_doe@triadwealth.com	66.7%
{first name}_{last name}	john_doe@triadwealth.com	33.3%

About TRIAD Wealth

Our mission is to help our clients enjoy a financially balanced life. How do we do that? Through education and clear expert guidance that allows each client to make efficient and effective financial decisions. This approach to wealth building is designed to lower your exposure to market risk and the elements that tend to erode your wealth along the way, such as taxes and the Real Cost of Living®. We understand that you want to enjoy a successful, happy, and secure life – we can help you work toward those goals every day. Our entire TEAM looks forward to working with you. Securities products offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 625 Maryville Centre Drive, Suite 100, Saint Louis, MO 63141, (314) 800-1155. PAS is a wholly-owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY. TRIAD WEALTH SYSTEMS is not an affiliate or subsidiary of PAS or Guardian. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof. 2021-120689 Exp 5/23

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Vice President

Funding Data

TRIAD Wealth has never raised funding before.

Frequently asked questions

TRIAD Wealth is located in Town and Country, Missouri, US.

You can reach TRIAD Wealth at +13148001155.

TRIAD Wealth generates an estimated annual revenue of $16,209,352. This revenue figure reflects the company's market position and business performance in its industry.

TRIAD Wealth has an estimated valuation of $51,900,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

TRIAD Wealth was founded in 2003, making it 23 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at TRIAD Wealth

Russ Mcmillan

President

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