Wealth Management Accounting Revenue

Accounting • Fort Wayne, Indiana, United States • 11-20 Employees

Wealth Management Accounting revenue & valuation

Annual revenue	$1,539,990
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Accounting industry and current estimated revenues	$5,000,000
Total funding	No funding

Key Contacts at Wealth Management Accounting

Kaitlyn Fredericks

Marketing Director

Dennis Runkle

Founder

Company overview

Headquarters	10425 Oak Valley Rd, Fort Wayne, Indiana 46845, US
Phone number	+12606240490
Website	wmateam.org
NAICS	5412
Employees	11-20
Socials

Wealth Management Accounting Email Formats

Wealth Management Accounting uses 3 email formats. The most common is {first initial} (e.g., j@wmateam.org), used 63.6% of the time.

Format	Example	Percentage
{first initial}	j@wmateam.org	63.6%
{first name}	john@wmateam.org	27.3%
{last name}	doe@wmateam.org	9.1%

About Wealth Management Accounting

Wealth Management Accounting (WMA) is more than just accounting. Over the last 20+ years, we have assembled a superstar team of trusted resources that work together daily to take care of our clients.

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

Partner

Director

Employees by Department

Wealth Management Accounting has 8 employees across 4 departments.

Departments

Number of employees

Funding Data

Wealth Management Accounting has never raised funding before.

Wealth Management Accounting Tech Stack

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

HighLevel

CRM

reCAPTCHA

Security

Gravity Forms

Form builders

Underscore.js

JavaScript libraries

Material Design Lite

UI frameworks

Site Kit

Analytics

Google Maps

Maps

Microsoft 365

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

jQuery

JavaScript libraries

HTTP/3

Miscellaneous

Frequently asked questions

Wealth Management Accounting is located in Fort Wayne, Indiana, US.

You can reach Wealth Management Accounting at +12606240490.

Wealth Management Accounting generates an estimated annual revenue of $1,539,990. This revenue figure reflects the company's market position and business performance in its industry.

Wealth Management Accounting has an estimated valuation of $5,000,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

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

Key Contacts at Wealth Management Accounting

Kaitlyn Fredericks

Marketing Director

Dennis Runkle

Founder

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