TWG Wealth Planning Revenue

Financial Services • Naperville, Illinois, United States • 1-10 Employees

TWG Wealth Planning revenue & valuation

Annual revenue	$769,995
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$2,500,000
Total funding	No funding

Key Contact at TWG Wealth Planning

Rebecca Garcia Davila

Director Of Client Engagement

Company overview

Headquarters	1807 W. Diehl Rd., Suite 105M, Naperville, IL 60563, US
Phone number	+16306156332
Website	twgwealthplanning.com
NAICS	52
Keywords	Financial Planning And Investment Services
Founded	2014
Employees	1-10
Socials

TWG Wealth Planning Email Formats

TWG Wealth Planning uses 1 email format. The most common is {first name}.{last name} (e.g., john.doe@twgwealthplanning.com), used 100% of the time.

Format	Example	Percentage
{first name}.{last name}	john.doe@twgwealthplanning.com	100%

About TWG Wealth Planning

TWG Wealth Planning is a Financial Planning and Investment Services firm. Our experienced team of professionals uses The Together We Grow Process to help clients identify their most important financial goals. By integrating technology into the planning process, the TWG Team helps clients develop a comprehensive financial plan tailored towards their needs. Securities offered through LPL Financial. Member SIPC, www.sipc.org. Investment advice offered through HighPoint Advisor Group, a registered investment advisor. HighPoint Advisor Group and TWG Wealth Partners are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states which we are registered to do business, please visit www.twgwealthpartners.com.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Director

Senior

Employees by Department

TWG Wealth Planning has 3 employees across 2 departments.

Departments

Number of employees

Funding Data

TWG Wealth Planning has never raised funding before.

TWG Wealth Planning Tech Stack

Discover the technologies and tools that power TWG Wealth Planning's digital infrastructure, from frameworks to analytics platforms.

Cloudflare

CDN

Modernizr

JavaScript libraries

Amazon S3

CDN

Amazon Web Services

PaaS

Awesomplete

Search engines

Cloudflare Bot Management

Security

jQuery

JavaScript libraries

Google Tag Manager

Tag managers

GoDaddy

Hosting

FMG Suite

Marketing automation

HSTS

Security

FancyBox

JavaScript libraries

Frequently asked questions

TWG Wealth Planning is located in Naperville, Illinois, US.

You can reach TWG Wealth Planning at +16306156332.

TWG Wealth Planning generates an estimated annual revenue of $769,995. This revenue figure reflects the company's market position and business performance in its industry.

TWG Wealth Planning has an estimated valuation of $2,500,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

TWG Wealth Planning was founded in 2014, making it 12 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at TWG Wealth Planning

Rebecca Garcia Davila

Director Of Client Engagement

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