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WeberMessick Wealth Management

WeberMessick Wealth Management

Financial ServicesFlag of USParkville, Maryland, United States11-20 Employees

Company overview

Headquarters1740 E. Joppa Rd, Baltimore, MD 21234, US
Phone number+14108445591
Website
NAICS52
SIC628
Keywords
Wealth Management, Retirement Planning, Investment Management, Financial Planning, Business Accounting Services, Income Tax Planning And Preparation, Life Insurance And Long-Term Care Planning
Founded1994
Employees11-20
Socials

Key Contacts at WeberMessick Wealth Management

Flag of US

Justin Letke

Director Of Operations

Flag of US

Kathryn Messick

Director Of Investment Operations

WeberMessick Wealth Management Email Formats

WeberMessick Wealth Management uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@webermessick.com), used 100% of the time.

FormatExamplePercentage
{first initial}{last name}
jdoe@webermessick.com
100%

About WeberMessick Wealth Management

As dedicated independent financial advisors, WeberMessick Wealth Management places your financial goals at the forefront of our agenda. By seamlessly integrating our tax expertise with a well-rounded approach, we bring a comprehensive perspective to your financial landscape. Our holistic wealth management services encompass estate planning, investment management, financial planning, risk management, and tax planning, ensuring a thorough and personalized approach to meet your needs. In our commitment to excellence, we have chosen to align with LPL Financial, a renowned and publicly traded company and one of the largest independent broker/dealers in the industry. With over 30 years of experience, LPL Financial oversees more than 7 million client accounts, boasting assets custodied at over $1 trillion. Our affiliation with LPL Financial is rooted in its robust technology, unwavering security measures, and long-term stability, providing both our financial professionals and clients with confidence that their accounts are entrusted to capable hands.

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WeberMessick Wealth Management revenue & valuation

Annual revenue$10,200,000
Revenue per employee$723,000
Estimated valuation?$32,400,000
Total fundingNo funding

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry
Director
Partner

Employees by Department

WeberMessick Wealth Management has 8 employees across 3 departments.

Departments

Number of employees

Funding Data

WeberMessick Wealth Management has never raised funding before.

WeberMessick Wealth Management Tech Stack

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

Modernizr

Modernizr

JavaScript libraries

Awesomplete

Awesomplete

Search engines

Cloudflare Bot Management

Cloudflare Bot Management

Security

Google Maps

Google Maps

Maps

scrollreveal

scrollreveal

JavaScript libraries

jQuery Migrate

jQuery Migrate

JavaScript libraries

Cloudflare

Cloudflare

CDN

jQuery

jQuery

JavaScript libraries

FMG Suite

FMG Suite

Marketing automation

HSTS

HSTS

Security

AngularJS

AngularJS

JavaScript frameworks

Datadog

Datadog

Analytics

Frequently asked questions

WeberMessick Wealth Management is located in Parkville, Maryland, US.
You can reach WeberMessick Wealth Management at +14108445591.
WeberMessick Wealth Management was founded in 1994, making it 32 years old. The company has established itself as a significant player in its industry over this time.
WeberMessick Wealth Management has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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