Vision Private Wealth Revenue

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

Vision Private Wealth revenue & valuation

Annual revenue	$256,665
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$821,328
Total funding	No funding

Key Contact at Vision Private Wealth

Lan J. Shaw Cfp®

President | Founder and CERTIFIED FINANCIAL PLANNER™

Company overview

Headquarters	2150 Shattuck Ave., Suite 135, Berkeley, CA 94704, US
Phone number	+15103588668
Websites	visionprivatewealth.com visionfinancialplanning.com
NAICS	52
Keywords	Financial Advisor, Wealth Management, Financial Planning
Founded	2017
Employees	1-10
Socials

Vision Private Wealth Email Formats

Vision Private Wealth uses 1 email format. The most common is {first initial} (e.g., j@visionprivatewealth.com), used 100% of the time.

Format	Example	Percentage
{first initial}	j@visionprivatewealth.com	100%

About Vision Private Wealth

Vision Private Wealth is a boutique Family Office, integrating wealth planning and investment management with family and personal support services. Founded by Lan J. Shaw, CFP®, CEPA®, MBA, a synergizer skilled at optimizing outcomes, Vision Private Wealth is designed to give clients the opportunities and advantages of having a highly functioning family office that supports all aspects of their lives.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Funding Data

Vision Private Wealth has never raised funding before.

Vision Private Wealth Tech Stack

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

Cloudflare

CDN

Adobe Fonts

Font scripts

Modernizr

JavaScript libraries

Lodash

JavaScript libraries

reCAPTCHA

Security

Squarespace Commerce

Ecommerce

Stimulus

JavaScript frameworks

HSTS

Security

Open Graph

Miscellaneous

core-js

JavaScript libraries

HubSpot

Marketing automation

Cart Functionality

Ecommerce

Frequently asked questions

Vision Private Wealth is located in Berkeley, California, US.

You can reach Vision Private Wealth at +15103588668.

Vision Private Wealth generates an estimated annual revenue of $256,665. This revenue figure reflects the company's market position and business performance in its industry.

Vision Private Wealth has an estimated valuation of $821,328. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Vision Private Wealth was founded in 2017, making it 9 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at Vision Private Wealth

Lan J. Shaw Cfp®

President | Founder and CERTIFIED FINANCIAL PLANNER™

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