WD Wealth Management Revenue

Financial Services • Ayr, Scotland, United Kingdom • 1-10 Employees

WD Wealth Management revenue & valuation

Annual revenue	$769,995
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$2,500,000
Total funding	No funding

Key Contact at WD Wealth Management

Jillian Riddell

Director

Company overview

Headquarters	Ellersley House, 30 Miller Rd, Ayr, KA7 2AY, GB
Website	wdwealth.co.uk
NAICS	52
Keywords	Investment Planning, Wealth Management, Retirement Planning, Protecting You & Your Estate
Founded	2015
Employees	1-10

About WD Wealth Management

At WD Wealth Management Ltd, a Senior Partner Practice of St. James's Place Wealth Management we provide bespoke wealth management solutions to both private and corporate clients. We cover all aspects of financial advice including, investment planning, retirement planning, tax planning as well as personal and business protection. We pride ourselves on building strong, long-lasting relationships with our clients, which allows us to provide a highly personalised service tailored to their individual goals and objectives. Our aim is to identify your financial priorities and objectives and then develop a strategy around this to meet your individual needs. Full details of the services we provide are detailed on our website. WD Wealth Management Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives. SJP Approved 16/04/2025

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Manager

Director

Employees by Department

WD Wealth Management has 5 employees across 3 departments.

Departments

Number of employees

Funding Data

WD Wealth Management has never raised funding before.

WD Wealth Management Tech Stack

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

reCAPTCHA

Security

Amazon Web Services

PaaS

HSTS

Security

Frequently asked questions

WD Wealth Management is located in Ayr, Scotland, GB.

WD Wealth Management generates an estimated annual revenue of $769,995. This revenue figure reflects the company's market position and business performance in its industry.

WD Wealth Management has an estimated valuation of $2,500,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

WD Wealth Management was founded in 2015, making it 11 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at WD Wealth Management

Jillian Riddell

Director

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