Yates Whitaker Private Wealth

Financial Services • Edmonton, Alberta, Canada • 1-10 Employees

Company overview

Headquarters	10328 81 Ave NW, 300B, Edmonton, Alberta T6E 1X2, CA
NAICS	52
Founded	2021
Employees	1-10

Key Contact at Yates Whitaker Private Wealth

Jeremy Orser

Director, Insurance Advisory Services

About Yates Whitaker Private Wealth

Managing your financial life through multiple advisors and institutions can be confusing, costly, and time-consuming. Yates Whitaker Private Wealth's Unified Wealth AdviceTM makes it easier by coordinating all aspects of your family's personal and corporate wealth. Our innovative process unites the advice of your accountant with the expertise of our wealth management professionals to design and execute a goal-focused financial plan you can be confident in, all while providing continual accountability and transparency.

Yates Whitaker Private Wealth revenue & valuation

Annual revenue	$256,665
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$821,328
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Funding Data

Yates Whitaker Private Wealth has never raised funding before.

Frequently asked questions

Yates Whitaker Private Wealth is located in Edmonton, Alberta, CA.

Yates Whitaker Private Wealth was founded in 2021, making it 5 years old. The company has established itself as a significant player in its industry over this time.

Yates Whitaker Private Wealth has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Yates Whitaker Private Wealth

Jeremy Orser

Director, Insurance Advisory Services

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