Withum Wealth Management Revenue
Financial Services • 
Red Bank, New Jersey, United States • 21-50 Employees
Withum Wealth Management revenue & valuation
| Annual revenue | $2,138,875 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $6,900,000 |
| Total funding | No funding |
Key Contact at Withum Wealth Management
Laura Ferguson
Director Of Professional Services
Company overview
| Headquarters | 47 Reckless Place, Red Bank, NJ 07701, US |
| Phone number | +17324500147 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Retirement Planning, Integrated Wealth Management, Wealth Counsel, Tax & Fee Sensitive Portfolio Management, Lifestyle Planning Analysis |
| Employees | 21-50 |
| Socials |
Withum Wealth Management Email Formats
Withum Wealth Management uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@withumwealth.com), used 75% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@withumwealth.com | 75% |
{first name}{last name} | johndoe@withumwealth.com | 25% |
About Withum Wealth Management
Withum Wealth Management (WWM) is an independent registered investment adviser (RIA) providing unbiased wealth management advice to clients primarily residing in tristate area, Pennsylvania, Boston, and Florida. Withum Wealth Management was co-founded by principals of Pinnacle Associates Ltd., a multi-billion-dollar investment advisor, and WithumSmith+Brown, a nationally recognized accounting and consulting firm. Our advice takes into consideration changes in your personal life, the regulatory environment, and the global financial markets. As an RIA, we are legally bound to put your interests first throughout the relationship and act in utmost good faith, in a manner we believe represents your best interest. Our one goal is to deliver a tax sensitive, cost effective portfolio that matches your objectives and unique factors. Our team of trusted financial advisers is committed to fulfilling your investment management, cash flow planning and wealth counsel needs. We serve a diverse group of private clients including pharmaceutical, medical, legal and accounting professionals. Our clientele also consists of entrepreneurs, business executives, retirees and people experiencing life changing events. Visit http://www.withumwealth.com/ for more information!
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Withum Wealth Management has 12 employees across 6 departments.
Departments
Number of employees
Funding Data
Withum Wealth Management has never raised funding before.
Withum Wealth Management Tech Stack
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Frequently asked questions
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