Wealth Advisors Group Revenue

Financial Services • Perry, Indiana, United States • 11-20 Employees

Wealth Advisors Group revenue & valuation

Annual revenue	$1,454,435
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$4,700,000
Total funding	No funding

Key Contact at Wealth Advisors Group

Joe Dewald

Vice President, Financial Advisor

Company overview

Headquarters	12726 Coldwater Rd., Fort Wayne, IN 46845, US
Phone number	+12606193609
Website	wealthag.com
NAICS	52
SIC	628
Keywords	Tax Planning, Employee Benefits, Education Planning, Retirement Planning, Financial Planning, Estate Planning, Investment Management, Risk Management- Insurance
Founded	1991
Employees	11-20
Socials

Wealth Advisors Group Email Formats

Wealth Advisors Group uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@wealthag.com), used 70% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@wealthag.com	70%
{first name}{last name}	johndoe@wealthag.com	30%

About Wealth Advisors Group

At Wealth Advisors Group, we make your wealth management experience personal- and we make it our priority. Wealth Advisors Group is a comprehensive, fee-based financial planning services company that specializes in guiding the wealth management needs of successful individuals and families. Our disciplined process leaves room for creative thinking that results in a level of personalization that is tailored to each client. We understand how life’s details can impact your wealth, and collaborate to guide you through important decisions. You benefit from the experience and expertise that our award-winning team brings to the relationship, and the professional designations our advisors have achieved (CFP®, CEP®, AIF®). At Wealth Advisors Group, we are committed to continual professional education and development. Investment advice offered through Wealth Advisors Group, a registered investment advisor.

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

Manager

Vice President

Employees by Department

Wealth Advisors Group has 9 employees across 2 departments.

Departments

Number of employees

Funding Data

Wealth Advisors Group has never raised funding before.

Wealth Advisors Group Tech Stack

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

reCAPTCHA

Security

Yii

Web frameworks

PWA

Miscellaneous

Microsoft 365

Google Ads

Advertising

PHP

Programming languages

MailChimp

Google Analytics

Analytics

Craft CMS

CMS

SEOmatic

SEO

Google Tag Manager

Tag managers

Nginx

Reverse proxies

Frequently asked questions

Wealth Advisors Group is located in Perry, Indiana, US.

You can reach Wealth Advisors Group at +12606193609.

Wealth Advisors Group generates an estimated annual revenue of $1,454,435. This revenue figure reflects the company's market position and business performance in its industry.

Wealth Advisors Group has an estimated valuation of $4,700,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Wealth Advisors Group was founded in 1991, making it 35 years old. The company has established itself as a significant player in its industry over this time.

Wealth Advisors Group has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Wealth Advisors Group

Joe Dewald

Vice President, Financial Advisor

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