Wealth Strategy Partners, A private wealth advisory practice of Ameriprise Financial Services Revenue

Financial Services • Tigard, Oregon, United States • 11-20 Employees

Wealth Strategy Partners, A private wealth advisory practice of Ameriprise Financial Services revenue & valuation

Annual revenue	$1,368,880
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$4,400,000
Total funding	No funding

Key Contact at Wealth Strategy Partners, A private wealth advisory practice of Ameriprise Financial Services

Erikka Rynex

Director Of Client Experience

Company overview

Headquarters	7450 SW Beveland St, Ste 100, Portland, Oregon 97223, US
Phone number	+15038081515
Website	ameripriseadvisors.com
NAICS	52
SIC	628
Keywords	Investments, Retirement Planning Strategies, Insurance, Estate Planning Strategies, Wealth Preservation Strategies, Employee Stock Options, Areas Of Focus, Women'S Financial Strategies
Founded	2015
Employees	11-20

Wealth Strategy Partners, A private wealth advisory practice of Ameriprise Financial Services Email Formats

Wealth Strategy Partners, A private wealth advisory practice of Ameriprise Financial Services uses 1 email format. The most common is {first name}.{last name} (e.g., john.doe@ampf.com), used 100% of the time.

Format	Example	Percentage
{first name}.{last name}	john.doe@ampf.com	100%

About Wealth Strategy Partners, A private wealth advisory practice of Ameriprise Financial Services

As Ameriprise financial advisors, we deliver personalized financial advice to help you achieve your goals, today and tomorrow. First, we take the time to understand what’s truly important to you. Together, we’ll document your goals, track your progress online and make ongoing recommendations to help you diversify your portfolio, and adjust to whatever life brings – both the expected and the unexpected. How to begin: 1 - Schedule your complimentary initial consultation by emailing wealthstrategypartners@ampf.com or calling 503-808-1515 2 - Prepare for your consultation 3 - Get to know us 4 - Meet with us Our first meeting is just the beginning of an ongoing relationship. A lasting financial relationship can help you prepare for and navigate unforeseen events as they arise. After you become a client, you'll have anytime access to investments and digital tools to help you track your progress against your goals. We’ll review your goals, progress and investments regularly. Connect with us when you need to, in person, by phone or online. 7450 SW Beveland St Ste 100 Portland, OR 97223-8678 Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media.

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

Manager

Director

Employees by Department

Wealth Strategy Partners, A private wealth advisory practice of Ameriprise Financial Services has 8 employees across 3 departments.

Departments

Number of employees

Funding Data

Wealth Strategy Partners, A private wealth advisory practice of Ameriprise Financial Services has never raised funding before.

Frequently asked questions

Wealth Strategy Partners, A private wealth advisory practice of Ameriprise Financial Services is located in Tigard, Oregon, US.

You can reach Wealth Strategy Partners, A private wealth advisory practice of Ameriprise Financial Services at +15038081515.

Wealth Strategy Partners, A private wealth advisory practice of Ameriprise Financial Services generates an estimated annual revenue of $1,368,880. This revenue figure reflects the company's market position and business performance in its industry.

Wealth Strategy Partners, A private wealth advisory practice of Ameriprise Financial Services has an estimated valuation of $4,400,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Wealth Strategy Partners, A private wealth advisory practice of Ameriprise Financial Services was founded in 2015, making it 11 years old. The company has established itself as a significant player in its industry over this time.

Wealth Strategy Partners, A private wealth advisory practice of Ameriprise Financial Services has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.