Waller & Wax Advisors Revenue
Financial Services • 
Tampa, Florida, United States • 1-10 Employees
Waller & Wax Advisors revenue & valuation
| Annual revenue | $4,943,615 |
| Revenue per employee | $618,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $15,900,000 |
| Total funding | No funding |
Key Contacts at Waller & Wax Advisors
Jon Wax
President & Chief Executive Officer
Yeon Thomas
Director Of Operations At
Company overview
| Headquarters | 100 North Tampa Street, Suite 2150, Tampa, Florida 33602, US |
| Phone number | +18132211956 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Founded | 1984 |
| Employees | 1-10 |
| Socials |
Waller & Wax Advisors Email Formats
Waller & Wax Advisors uses 3 email formats. The most common is {first initial}.{last name} (e.g., j.doe@wallerandwax.com), used 50% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@wallerandwax.com | 50% |
{first initial}.{first initial}{last name} | j.jdoe@wallerandwax.com | 25% |
{first name}.{last name} | john.doe@wallerandwax.com | 25% |
About Waller & Wax Advisors
Wealth management is not a one-time event, but an ongoing process that will last throughout your life. We help manage all of your financial planning needs so that you can live life with the confidence and assurance that your assets are working as hard as you are. Using a proprietary wealth management process, the Waller & Wax professionals prepare custom strategies designed to accomplish your financial, retirement and life goals. Waller & Wax takes a comprehensive approach to wealth management by quarterbacking a team of professionals to address your financial, retirement and life goals. Through collaboration with other professionals, we are able to stay abreast of the latest developments from a much broader perspective and provide you with specialized attention and expertise. As a client of Waller & Wax, you can expect the highest standards of both professional service and personal commitment – the core values of our firm. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smicd.htm Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Waller & Wax Advisors, Inc. is not a registered broker/dealer, and is independent of Raymond James Financial Services. Investment Advisory Services are offered through Waller & Wax Advisors, In. and Raymond James Financial Services Advisors, Inc.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Waller & Wax Advisors has 5 employees across 4 departments.
Departments
Number of employees
Funding Data
Waller & Wax Advisors has never raised funding before.
Waller & Wax Advisors Tech Stack
Discover the technologies and tools that power Waller & Wax Advisors's digital infrastructure, from frameworks to analytics platforms.
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Frequently asked questions
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