WatersEdge Wealth Management Revenue
Financial Services • 
Minneapolis, Minnesota, United States • 1-10 Employees
WatersEdge 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 |
Key Contact at WatersEdge Wealth Management
Susan Cevette
Wealth Advisor/Founder/CEO
Company overview
| Headquarters | 2124 Dupont Avenue South, Suite 103, Minneapolis, MN 55405, US |
| Phone number | +18445537872 |
| Website | |
| NAICS | 52 |
| SIC | 736 |
| Keywords | Wealth Management, Financial Planning, Women And Wealth, Retirement Guidance, Values-Based Investment Guidance, Values-Based Wealth Management |
| Founded | 2018 |
| Employees | 1-10 |
| Socials |
About WatersEdge Wealth Management
Many smart, strong women, makers, and innovators feel uneasy and disconnected about their investments. That's why we created WatersEdge Wealth Management as a place where this community can develop trust, connection, control, and knowledge. We hope to help you grow your wealth in alignment with your values and goals; this creates wellbeing and peace of mind. Securities offered through Kestra Investment Services, LLC, (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC, (Kestra AS) an affiliate of Kestra IS. WatersEdge Wealth Management is not affiliated with Kestra IS or Kestra AS. WatersEdge Wealth Management does not provide legal or tax advice. Neither Kestra IS or Kestra AS provides legal or tax advice. For more information, please contact our compliance department at 844-5-KESTRA (844-553-7872). https://www.kestrafinancial.com/disclosures This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 844-5-KESTRA (844-553-7872). The web site links referenced are being provided strictly as a courtesy. Neither us, nor Kestra IS or Kestra AS are liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of the links provided. https://www.finra.org/ https://brokercheck.finra.org/ https://www.sipc.org/ https://www.watersedgewealthmanagement.com/ susan.cevette@watersedgewm.com 612-481-4395 400 South 4th Street Suite 401-117 Minneapolis, MN 55415
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
WatersEdge Wealth Management has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
WatersEdge Wealth Management has never raised funding before.
WatersEdge Wealth Management Tech Stack
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