Valley Oak Wealth Management Revenue

Financial Services • Novato, California, United States • 1-10 Employees

Valley Oak Wealth Management revenue & valuation

Annual revenue	$2,495,300
Revenue per employee	$312,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$8,000,000
Total funding	No funding

Key Contact at Valley Oak Wealth Management

Anne T. Russell

Owner

Company overview

Headquarters	2 Ranch Dr., Novato, CA 94945, US
Phone number	+14158984439
Websites	valleyoakwm.com valleyoakwealthmanagement.com
NAICS	52
SIC	736
Keywords	Financial Advisor, Wealth Management, Retirement Planning, Financial Planning, Investment Strategy, Wealth Advisor
Founded	2008
Employees	1-10
Socials

About Valley Oak Wealth Management

Valley Oak Wealth Management was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability and security to provide financial independence. Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams. Wealth Advisor | Investment Strategist | Financial Planner | Retirement Planner

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Founder/Owner

Manager

Employees by Department

Valley Oak Wealth Management has 4 employees across 3 departments.

Departments

Number of employees

Funding Data

Valley Oak Wealth Management has never raised funding before.

Valley Oak Wealth Management Tech Stack

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

Squarespace Commerce

Ecommerce

HSTS

Security

core-js

JavaScript libraries

DigiCert

SSL/TLS certificate authorities

Squarespace

CMS

Priority Hints

Performance

Google Font API

Font scripts

Frequently asked questions

Valley Oak Wealth Management is located in Novato, California, US.

You can reach Valley Oak Wealth Management at +14158984439.

Valley Oak Wealth Management generates an estimated annual revenue of $2,495,300. This revenue figure reflects the company's market position and business performance in its industry.

Valley Oak Wealth Management has an estimated valuation of $8,000,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Valley Oak Wealth Management was founded in 2008, making it 18 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at Valley Oak Wealth Management

Anne T. Russell

Owner

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