Waymark Wealth Management Revenue

Financial Services • Marlborough, Massachusetts, United States • 1-10 Employees

Waymark Wealth Management revenue & valuation

Annual revenue	$16,800,000
Revenue per employee	$5,572,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$53,500,000
Total funding	No funding

Key Contact at Waymark Wealth Management

Brendan Sheehan

Managing Director, Wealth Advisor

Company overview

Headquarters	11 Apex Dr, Suite 300A, Marlborough, Massachusetts 01752, US
Phone number	+15086217855
Website	waymarkwealth.com
NAICS	52
SIC	736
Employees	1-10
Socials

Waymark Wealth Management Email Formats

Waymark Wealth Management uses 2 email formats. The most common is {first name}{last name} (e.g., johndoe@waymarkwealth.com), used 66.7% of the time.

Format	Example	Percentage
{first name}{last name}	johndoe@waymarkwealth.com	66.7%
{first initial}{last name}	jdoe@waymarkwealth.com	33.3%

About Waymark Wealth Management

Waymark Wealth Management, based in Marlborough, MA, provides financial services such as comprehensive wealth management, retirement planning, behavioral finance, investment portfolio construction, education funding, insurance and risk management, tax planning strategies, charitable giving, and estate planning strategies. They are able to take clients' complex visions and distill them down to simple action plans, helping them move from where they are today to where they want to be tomorrow. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. For additional information, please visit our website at https://www.waymarkwealth.com/. The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to their accuracy or completeness. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the "Contact Info" section above.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Employees by Department

Waymark Wealth Management has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Waymark Wealth Management has never raised funding before.

Waymark Wealth Management Tech Stack

Discover the technologies and tools that power Waymark Wealth Management's digital infrastructure, from frameworks to analytics platforms.

Cloudflare

CDN

Lodash

JavaScript libraries

reCAPTCHA

Security

Sentry

Issue trackers

Sirvoy

Appointment scheduling

jQuery

JavaScript libraries

Constant Contact

Wix

Blogs

HTTP/3

Miscellaneous

HSTS

Security

Open Graph

Miscellaneous

React

JavaScript frameworks

Frequently asked questions

Waymark Wealth Management is located in Marlborough, Massachusetts, US.

You can reach Waymark Wealth Management at +15086217855.

Waymark Wealth Management generates an estimated annual revenue of $16,714,907. This revenue figure reflects the company's market position and business performance in its industry.

Waymark Wealth Management has an estimated valuation of $53,500,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

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

Key Contact at Waymark Wealth Management

Brendan Sheehan

Managing Director, Wealth Advisor

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