Waterford Wealth Management
Financial Services • 
Rockville, Maryland, United States • 1-10 Employees
Company overview
| Headquarters | Rockville, Maryland, United States |
| Phone number | +13016371227 |
| Website | |
| NAICS | 52 |
| SIC | 736 |
| Founded | 2014 |
| Employees | 1-10 |
| Socials |
Key Contact at Waterford Wealth Management
Luke Lannister
Senior Vice President
About Waterford Wealth Management
With a focus on relationships, Waterford advises professionals based on a integrative, client-centered approach. Our company is based in the DMV area of the nation's capitol. At Waterford, we manage assets, and we invest in our clients. Securities offered through Grove Point Investments, LLC, member FINRA/SIPC. Investment Advisory Services offered through Grove Point Advisors, LLC, member FINRA (www.FINRA.org) and SIPC (www.SIPC.com). Waterford Wealth Management and Grove Point Investments, LLC & Grove Point Advisors, LLC are not affiliated. Located at 17 W. Jefferson Street, Ste. 4 Rockville, Maryland 20850. Contact office at (301) 876-4495.
Waterford Wealth Management revenue & valuation
| Annual revenue | $171,110 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $547,552 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Waterford Wealth Management has never raised funding before.
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