Wealthness Financial Revenue

Financial Services • 20720 Watertown Rd, 140A, United States • 1-10 Employees

Wealthness Financial revenue & valuation

Annual revenue	$85,555
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$273,776
Total funding	No funding

Key Contact at Wealthness Financial

Conner Beres

Vice President of Marketing, RJFS Branch Professional

Company overview

Headquarters	20720 Watertown Rd, 140A, Waukesha, Wisconsin 53186, US
Phone number	+12625055282
Website	raymondjames.com
NAICS	52
Employees	1-10

About Wealthness Financial

With over 20 years of experience in the financial industry, Jay Weideman (founder and financial advisor) has built a strong foundation for Wealthness Financial. Alongside Maggie Osborne (Vice President of Client Relations), they established the firm with a clear vision to deliver a unique and personalized client experience. Since 2022, Wealthness Financial has been committed to leveraging cutting-edge technology provided by Raymond James, enabling us to offer deeper insights and foster stronger client relationships. Supported by a dedicated team, including Aaron Lang (Financial Advisor) and Conner Beres (Director of Marketing), we are focused on ensuring the best possible outcomes and experiences for our clients. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Wealthness Financial is not a registered broker/dealer and is independent of Raymond James Financial Services. Please follow this link to Important Disclosure Information: http://raymondjames.com/smicd.htm

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Vice President

Funding Data

Wealthness Financial has never raised funding before.

Frequently asked questions

Wealthness Financial is located in 20720 Watertown Rd, 140A, US.

You can reach Wealthness Financial at +12625055282.

Wealthness Financial generates an estimated annual revenue of $85,555. This revenue figure reflects the company's market position and business performance in its industry.

Wealthness Financial has an estimated valuation of $273,776. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Wealthness Financial has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Wealthness Financial

Conner Beres

Vice President of Marketing, RJFS Branch Professional

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