Wealth Advocates Revenue

Financial Services • Logan, Utah, United States • 11-20 Employees

Wealth Advocates revenue & valuation

Annual revenue	$1,197,770
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$3,900,000
Total funding	No funding

Key Contact at Wealth Advocates

Nicole Varick

Director Of Client Services

Company overview

Headquarters	255 South Main, Suite 100, Logan, UT 84321, US
Phone number	+14357547888
Website	wealth-advocates.com
NAICS	52
SIC	628
Employees	11-20
Socials

Wealth Advocates Email Formats

Wealth Advocates uses 2 email formats. The most common is {first initial} (e.g., j@wealth-advocates.com), used 81.8% of the time.

Format	Example	Percentage
{first initial}	j@wealth-advocates.com	81.8%
{first name}	john@wealth-advocates.com	18.2%

About Wealth Advocates

Managing your estate can be complicated. Let us make your life easier and reduce your worries by organizing all of your financial needs into a well-coordinated, synchronized, estate. At Wealth Advocates, we focus on the 5 main pillars of personal finance: 1. Legal Estate Structure 2. Tax Management Investing 3. Retirement Distribution Strategy 4. Risk Management. 5. Investing We can help ensure you meet your financial goals and retirement dreams.

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

Director

Manager

Employees by Department

Wealth Advocates has 3 employees across 2 departments.

Departments

Number of employees

Funding Data

Wealth Advocates has never raised funding before.

Wealth Advocates Tech Stack

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

Modernizr

JavaScript libraries

Awesomplete

Search engines

Cloudflare Bot Management

Security

Google Maps

Maps

Microsoft 365

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

jQuery

JavaScript libraries

FMG Suite

Marketing automation

HSTS

Security

Datadog

Analytics

Google Analytics

Analytics

Frequently asked questions

Wealth Advocates is located in Logan, Utah, US.

You can reach Wealth Advocates at +14357547888.

Wealth Advocates generates an estimated annual revenue of $1,197,770. This revenue figure reflects the company's market position and business performance in its industry.

Wealth Advocates has an estimated valuation of $3,900,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

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

Key Contact at Wealth Advocates

Nicole Varick

Director Of Client Services

4.8

40,000 users