Waterview Wealth Planning Revenue

Financial Services • Winnetka, Illinois, United States • 1-10 Employees

Waterview Wealth Planning revenue & valuation

Annual revenue	$85,555
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$273,776
Total funding	No funding

Key Contact at Waterview Wealth Planning

Mary Flynn Freeburg

Founder and CEO

Company overview

Headquarters	Winnetka, Illinois, United States
Website	waterviewwp.com
NAICS	52
Founded	2023
Employees	1-10

About Waterview Wealth Planning

Waterview Wealth Planning (WWP) was established to provide independent, personalized financial and wealth transfer advisory services for high-net worth individuals and families with taxable estates and sophisticated financial and wealth transfer planning needs. WWP was founded by Mary Freeburg, CFP®, CPA/PFS in 2023 after decades in the public accounting, family office and trust company industries. Whether you engage WWP for comprehensive financial planning services, to help you better implement and understand your complicated wealth planning, or to simplify your financial life, you can expect to feel safe and empowered to make informed financial decisions with our knowledgeable guidance. With WWP services, you will significantly increase the likelihood of accomplishing your highest priority financial goals efficiently.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Employees by Department

Waterview Wealth Planning has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Waterview Wealth Planning has never raised funding before.

Frequently asked questions

Waterview Wealth Planning is located in Winnetka, Illinois, US.

Waterview Wealth Planning generates an estimated annual revenue of $85,555. This revenue figure reflects the company's market position and business performance in its industry.

Waterview Wealth Planning has an estimated valuation of $273,776. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Waterview Wealth Planning was founded in 2023, making it 3 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at Waterview Wealth Planning

Mary Flynn Freeburg

Founder and CEO

4.8

40,000 users