York Wealth Management
Investment Management • 
Clay, New York, United States • 1-10 Employees
Company overview
| Headquarters | 7421 Oswego Rd, Liverpool, New York 13090, US |
| Phone number | +13153962042 |
| Website | |
| NAICS | 5231 |
| SIC | 641 |
| Employees | 1-10 |
Key Contact at York Wealth Management
Ryan W. York
President
York Wealth Management Email Formats
York Wealth Management uses 1 email format. The most common is {first initial} (e.g., j@yorkwm.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@yorkwm.com | 100% |
About York Wealth Management
Our practice focuses on providing wealth strategies for high net-worth individuals and small business owners. Everyone’s situation is truly unique, and we're prepared to help you address your financial life with a plan that is customized and highly personal. One-on-One Consultations Asset Allocation Financial Planning Estate Planning Insurance Retirement Plans (401k, 457, SEP Plans, SIMPLE IRAs) Employee Benefits Education Planning Securities and Advisory Services offered through Cadaret, Grant & Co., Inc., a Registered Investment Advisor and Member FINRA/SIPC. York Wealth Management and Cadaret, Grant & Co., Inc. are separate entities.
York Wealth Management revenue & valuation
| Annual revenue | $85,555 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $273,776 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
York Wealth Management has never raised funding before.
York Wealth Management Tech Stack
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Frequently asked questions
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