Wealth Management Institute Revenue

Financial Services • Frederick, Maryland, United States • 1-10 Employees

Wealth Management Institute revenue & valuation

Annual revenue	$500,000
Revenue per employee	$100,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,600,000
Total funding	No funding

Key Contact at Wealth Management Institute

Cameron Bell

Financial Advisor & Executive Director

Company overview

Headquarters	Frederick, Maryland, United States
Phone number	+13019260530
Website	wealthmanagementpro.com
NAICS	52
SIC	736
Founded	1995
Employees	1-10
Socials

About Wealth Management Institute

The Wealth Management Institute (WMI) is the one of the most comprehensive financial planning and money management firms in the Mid-Atlantic region, providing a diverse array of investment initiatives, including: Money, Cash Flow & Asset Management, Life & Long-Term Care Insurance, Business Succession & Continuation, Tax Planning & Management, Retirement Planning & Pension Plan Design, and Estate Planning.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Funding Data

Wealth Management Institute has never raised funding before.

Wealth Management Institute Tech Stack

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

Google Hosted Libraries

CDN

jQuery

JavaScript libraries

Google Tag Manager

Tag managers

Node.js

Programming languages

Slick

JavaScript libraries

Calendly

Appointment scheduling

Open Graph

Miscellaneous

Google Analytics

Analytics

YouTube

Video players

Google Maps

Maps

jsDelivr

CDN

Express

Web frameworks

Frequently asked questions

Wealth Management Institute is located in Frederick, Maryland, US.

You can reach Wealth Management Institute at +13019260530.

Wealth Management Institute generates an estimated annual revenue of $500,000. This revenue figure reflects the company's market position and business performance in its industry.

Wealth Management Institute has an estimated valuation of $1,600,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Wealth Management Institute was founded in 1995, making it 31 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at Wealth Management Institute

Cameron Bell

Financial Advisor & Executive Director

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