Wealth Management
Financial Services • 
Plymouth Meeting, Pennsylvania, United States • 21-50 Employees
Company overview
| Headquarters | 600 West Germantown Pike, Plymouth Meeting, PA 19462, US |
| Phone number | +14842646270 |
| Website | |
| NAICS | 52 |
| Keywords | Executive Compensation Issues, Physician Compensation Issues, Pre-Retiree And Retiree Planning |
| Founded | 1994 |
| Employees | 21-50 |
| Socials |
Key Contacts at Wealth Management
Minya Laher
Business Owner
Sam Qureshi
Director
Wealth Management Email Formats
Wealth Management uses 5 email formats. The most common is {first name}.{last name}@company.com (e.g., john.doe@company.com), used 45.6% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name}@company.com | john.doe@company.com | 45.6% |
{first name initial}{last name}@company.com | {first name initial}doe@company.com | 22.3% |
{first name}@company.com | john@company.com | 15.1% |
{first name}{last name}@company.com | johndoe@company.com | 9.8% |
{first name}_{last name}@company.com | john_doe@company.com | 7.2% |
About Wealth Management
Fee-only financial planning and advice. Kevin Brosious, MBA, CPA/PFS, CFP, President. What Wealth Management Inc. Offers: Fiduciary objectivity and independence Asset management services using no-load, commission-free investments Retainer services Hourly or project services Comprehensive financial plans Straightforward, objective recommendations for investment strategy and selection Second opinion of your current investments and financial strategy Convenient, flexible hours and location
Wealth Management revenue & valuation
| Annual revenue | $3,336,645 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $10,700,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Wealth Management has 24 employees across 8 departments.
Departments
Number of employees
Funding Data
Wealth Management has never raised funding before.
Wealth Management Tech Stack
Discover the technologies and tools that power Wealth Management's digital infrastructure, from frameworks to analytics platforms.
Hosting
Reverse proxies
Domain parking
JavaScript frameworks
JavaScript libraries
Web servers
Netherlands
Japan
New Zealand
Frequently asked questions
4.8
40,000 users
