WealthPartners Revenue

Financial Services • Ridgeland, Mississippi, United States • 1-10 Employees

WealthPartners revenue & valuation

Annual revenue	$598,885
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$2,000,000
Total funding	No funding

Key Contacts at WealthPartners

Steve Massey

Managing Director

Erin Mccain

Coo/Director Of Investment Operations

Company overview

Headquarters	220 Trace Colony Park Dr, Ridgeland, Mississippi 39157, US
Phone number	+18445537872
Website	wealth-partners.com
NAICS	52
SIC	628
Keywords	Investment Management, Life & Long Term Care Insurance, Retirement Distribution Planning, Estate & Legacy Planning, Corporate Retirement Plans, Income Distribution, Wealth & Income Planning
Founded	2005
Employees	1-10
Socials

About WealthPartners

WealthPartners is an independent wealth services company, with professionals delivering wealth and income planning and product solutions. The firm's comprehensive process includes financial life phases of Wealth Accumulation, Retirement Distribution, Business Succession, and Estate/Legacy Planning. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. WealthPartners, LLP, is not affiliated with Kestra IS or Kestra AS. https://bit.ly/KF-Disclosures This profile is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. For additional information, please contact our Compliance department at 844-553-7872.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Entry

Manager

Employees by Department

WealthPartners has 3 employees across 3 departments.

Departments

Number of employees

Funding Data

WealthPartners has never raised funding before.

Frequently asked questions

WealthPartners is located in Ridgeland, Mississippi, US.

You can reach WealthPartners at +18445537872.

WealthPartners generates an estimated annual revenue of $598,885. This revenue figure reflects the company's market position and business performance in its industry.

WealthPartners has an estimated valuation of $2,000,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

WealthPartners was founded in 2005, making it 21 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contacts at WealthPartners

Steve Massey

Managing Director

Erin Mccain

Coo/Director Of Investment Operations

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