WA Asset Management Revenue and Competitors

Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • WA Asset Management's estimated annual revenue is currently $13.2M per year.(i)
  • WA Asset Management's estimated revenue per employee is $182,700

Employee Data

  • WA Asset Management has 72 Employees.(i)
  • WA Asset Management grew their employee count by 14% last year.

WA Asset Management's People

NameTitleEmail/Phone
1
Principal, Chief Compliance OfficerReveal Email/Phone
2
Senior TraderReveal Email/Phone
3
Client Consultant and Practice Leader for the Women's Wealth ConnectionReveal Email/Phone
4
Retirement Plan AdministratorReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$34.9M1516%N/AN/A
#2
$4.1M2812%N/AN/A
#3
$13.2M7214%N/AN/A
#4
$121M461-32%N/AN/A
#5
$47.6M20618%N/AN/A
#6
$14M74-27%N/AN/A
#7
$10.4M550%N/AN/A
#8
$10.2M548%N/AN/A
#9
$25.2M12054%N/AN/A
#10
$149.1M56810%N/AN/A
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What Is WA Asset Management?

At WA Asset Management, we have been making the complex simple since 1999. Our Firm offers comprehensive investment management and financial planning services that are grounded in strong personal relationships, a disciplined approach and independent advice. Whether you are looking to develop a plan to achieve more or are nearing retirement and need a plan for living out the dreams you’ve worked so hard to build, we’re here for you. For more than two decades, we’ve been helping clients navigate the complexities and sophisticated needs that come with wealth. Our advisors offer a steady, experienced hand, and a trusted, collaborative partnership to guide you through whatever life may bring. We take the time to understand your unique needs and then we give all we have to help you thrive. We are an independent, fee-only Registered Investment Advisory (RIA) firm, with more than 40 team members across seven locations throughout Alabama, Florida and Georgia. We work with a diverse group of clients including high net worth individuals, families, corporate retirement plans, trusts, endowments and institutions, advising on assets in excess of $4 billion. Our corporate retirement plan solution includes plan design and consulting expertise services as well as investment management, and we serve as an ERISA 3(38) investment fiduciary. WA Asset Management is affiliated with Warren Averett, enabling us to offer a full range of accompanying services to help you manage your full financial life. Through our Women’s Wealth Connection, we also provide a tailored offering led by women advisors that combines the expertise of our financial, investment, tax and estate planning service areas into a specialized bundle of services just for women. We look forward to introducing you to our passionate, knowledgeable and driven team, and to discussing how we can help you live your life to the fullest, with the confidence and freedom to pursue your goals.

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Total Funding

72

Number of Employees

$13.2M

Revenue (est)

14%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$18.8M7214%N/A
#2
N/A7224%N/A
#3
$15.9M729%N/A
#4
$13.1M720%N/A
#5
$13.6M720%N/A