VWM Wealth Revenue
Financial Services • 
Glasgow, Scotland, United Kingdom • 1-10 Employees
VWM Wealth revenue & valuation
| Annual revenue | $684,440 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,200,000 |
| Total funding | No funding |
Key Contacts at VWM Wealth
Lisa Johnstone
Managing Director & Chartered Financial Planner
Grahame Hopper
Director
Ken Welsh
Managing Director
Company overview
| Headquarters | 95 Douglas Street, Glasgow, G2 4EU, GB |
| Phone number | +441412294004 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Founded | 2002 |
| Employees | 1-10 |
VWM Wealth Email Formats
VWM Wealth uses 2 email formats. The most common is {first initial} (e.g., j@vwmwealth.com), used 71.4% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@vwmwealth.com | 71.4% |
{first name} | john@vwmwealth.com | 28.6% |
About VWM Wealth
VWM Wealth was established in 2002 in order to provide the very highest level of service in the profession, and is wholly owned by its directors. We offer an award winning and seamless planning and investment service. Our portfolios are managed on a discretionary basis; a feature of less than 3% of the financial planning community. WHO WE WORK FOR Our clients are high achievers; typically successful business owners, or professionals who are making plans for ending their working careers. They normally have investments and pensions in excess of £1,000,000, or earn a substantial salary, or both. Generally, they are recommended by our existing clients. They usually are ‘asset rich,’ and ‘time poor’ and therefore welcome some clear thinking time when they meet with us. PEACE OF MIND Possessing wealth brings its own set of concerns. Our clients tell us that the expert personal and professional advice we provide is a significant factor in their decisions to trust us. In particular, they value the accessibility of our senior people, the personal and bespoke service, and the continuity which characterises our client relationships. DISCRETIONARY SERVICE The VWM Wealth discretionary service is tailored to each client. This approach means we take over the management of your investment assets, and make investment decisions and transactions on your behalf. YOUR INVESTMENT PORTFOLIO Working with you, we’ll develop an investment portfolio that complements your need for investment income and/or capital growth. To build the initial asset allocation, we’ll take into account your attitude towards investment risk, your family’s financial position if that’s appropriate, and your plans for passing on your estate.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
VWM Wealth has 3 employees across 2 departments.
Departments
Number of employees
Funding Data
VWM Wealth has never raised funding before.
VWM Wealth Tech Stack
Discover the technologies and tools that power VWM Wealth's digital infrastructure, from frameworks to analytics platforms.
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Frequently asked questions
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