Alluvial Private Wealth Revenue and Competitors
Estimated Revenue & Valuation
- Alluvial Private Wealth's estimated annual revenue is currently $1.5M per year.
- Alluvial Private Wealth's estimated revenue per employee is $126,000
Employee Data
- Alluvial Private Wealth has 12 Employees.
- Alluvial Private Wealth grew their employee count by 9% last year.
Alluvial Private Wealth's People
| Name | Title | Email/Phone |
|---|---|---|
1 | VP, Wealth Advisor | Reveal Email/Phone |
2 | AVP, Wealth Advisor | Reveal Email/Phone |
3 | VP, Wealth Advisor | Reveal Email/Phone |
4 | VP / Wealth Advisor | Reveal Email/Phone |
5 | Wealth Management Associate | Reveal Email/Phone |
6 | President, Wealth Advisor | Reveal Email/Phone |
7 | Wealth Associate | Reveal Email/Phone |
8 | Wealth Advisor | Reveal Email/Phone |
Alluvial Private Wealth Competitors & AlternativesAdd Company
| Competitor Name | Revenue | Number of Employees | Employee Growth | Total Funding | Valuation |
|---|---|---|---|---|---|
#1 | $10M | 53 | 51% | N/A | N/A |
#2 | $5.4M | 32 | 3% | N/A | N/A |
#3 | $8.2M | 49 | 7% | N/A | N/A |
#4 | $10.4M | 55 | -2% | N/A | N/A |
#5 | $2.5M | 24 | 0% | $24M | N/A |
#6 | $118.4M | 451 | 45% | N/A | N/A |
#7 | $23.5M | 112 | 12% | N/A | N/A |
#8 | $6.4M | 38 | 19% | N/A | N/A |
#9 | $13.8M | 73 | -8% | N/A | N/A |
#10 | $13.4M | 71 | 8% | N/A | N/A |
What Is Alluvial Private Wealth?
Alluvial Private Wealth is an independent wealth management firm with locations in Marion and Cleveland, Ohio. \n\nFrom retirement income to investment portfolios to special needs financial planning, our team has the knowledge, insights and commitment to serve clients with the attention they deserve. Lars Olson, CFP® ChSNC®, CPFA, CAP®, CRPS® leads the team of financial advisors - Randy Bliss, CFP®, Manoj Sharma and Lisa Bush. Across every relationship, the team is committed to developing a deep understanding of the complexities each client faces and apply their expertise to create a customized plan.\n\nEvery situation is unique, and we welcome the opportunity to help you with yours. Please call on us today and we can begin the process to helping you accomplish your most important financial goals. Don’t leave them to chance. We can help you plan.
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Total Funding
12
Number of Employees
$1.5M
Revenue (est)
9%
Employee Growth %
N/A
Valuation
N/A
Accelerator
Other Companies in Marion
| Company Name | Revenue | Number of Employees | Employee Growth | Total Funding |
|---|---|---|---|---|
#1 | $1.8M | 12 | -33% | N/A |
#2 | $2.1M | 12 | 0% | N/A |
#3 | $1.8M | 13 | 18% | N/A |
#4 | $3.5M | 14 | -33% | N/A |
#5 | $1.3M | 15 | 7% | N/A |