WWA Integrated Wealth Strategy Group Revenue

Financial Services • Dallas, Texas, United States • 21-50 Employees

WWA Integrated Wealth Strategy Group revenue & valuation

Annual revenue	$2,481,095
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$8,000,000
Total funding	No funding

Key Contacts at WWA Integrated Wealth Strategy Group

Amanda Cox

Director Of Operations

Linda Beck

Director Retirement Income Planning

David Adamson

Director Of Investment Management

Company overview

Headquarters	5420 LBJ Fwy W, Suite 1310, Dallas, Texas 75240, US
Phone number	+11587682
Websites	nm.com wwa.nm.com
NAICS	52
Keywords	Investments, Insurance, Asset Management, Asset Protection, Estate Planning, Financial Planning, Wealth Management, Risk Management, Mutual Funds, Financial Analysis, Securities, Retirement Income Planning, Income Distribution, Family Legacy, Lifestyle Capital
Employees	21-50
Socials

WWA Integrated Wealth Strategy Group Email Formats

WWA Integrated Wealth Strategy Group uses 3 email formats. The most common is {first initial}.{last name} (e.g., j.doe@nm.com), used 91.3% of the time.

Format	Example	Percentage
{first initial}.{last name}	j.doe@nm.com	91.3%
{first initial}{last name}.{last name}	jdoe.doe@nm.com	4.3%
{first initial}	j@nm.com	4.3%

About WWA Integrated Wealth Strategy Group

Simply put, we are a multigenerational firm that delivers unique comprehensive financial planning solutions to our clients and their businesses. We take a holistic approach that focuses on 16 different but interconnected areas of each client. That focus allows us to develop, implement, and maintain a comprehensive retirement income and estate plan for our clients that will span generations and is backed by the highly qualified WWA team. We work with individuals and businesses across varying industries and locations around the country. We place you (the client) at the center of our Wealth Management and Retirement Income planning process and build a customized plan based on your unique goals and circumstances. We can help manage your personal life insurance to the company 401K plan along with everything in between. We insist on understanding all facets of your financial plan before making any specific recommendations and will work in conjunction with other members of your team (CPA, Attorney, Banker, etc.) to insure your plan is executed appropriately. We look forward to speaking with you.

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Entry

Director

Manager

Employees by Department

WWA Integrated Wealth Strategy Group has 18 employees across 3 departments.

Departments

Number of employees

Funding Data

WWA Integrated Wealth Strategy Group has never raised funding before.

Frequently asked questions

WWA Integrated Wealth Strategy Group is located in Dallas, Texas, US.

You can reach WWA Integrated Wealth Strategy Group at +11587682.

WWA Integrated Wealth Strategy Group generates an estimated annual revenue of $2,481,095. This revenue figure reflects the company's market position and business performance in its industry.

WWA Integrated Wealth Strategy Group has an estimated valuation of $8,000,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

WWA Integrated Wealth Strategy Group has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.