Bridgeworth Wealth Management Revenue and Competitors

Birmingham, AL USA

Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • Bridgeworth Wealth Management's estimated annual revenue is currently $2.4M per year.(i)
  • Bridgeworth Wealth Management's estimated revenue per employee is $126,000

Employee Data

  • Bridgeworth Wealth Management has 19 Employees.(i)
  • Bridgeworth Wealth Management grew their employee count by -66% last year.

Bridgeworth Wealth Management's People

NameTitleEmail/Phone
1
CEOReveal Email/Phone
2
Director OperationsReveal Email/Phone
3
Director PlanningReveal Email/Phone
4
Managing Director, Huntsville | Associate AdvisorReveal Email/Phone
5
Chief Compliance OfficerReveal Email/Phone
6
Chief Marketing OfficerReveal Email/Phone
7
Chief Compliance OfficerReveal Email/Phone
8
Senior Marketing CoordinatorReveal Email/Phone
9
CFP® / PartnerReveal Email/Phone
10
Financial AdvisorReveal 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 Bridgeworth Wealth Management?

Bridgeworth, LLC is an independent Registered Investment Adviser (RIA) founded by a group of CERTIFIED FINANCIAL PLANNER™ professionals who have been in practice together since 1988. The firm consists of more than 50 advisors and staff members, each with distinct talents, abilities, and areas of experience in financial planning. With more than 23 CERTIFIED FINANCIAL PLANNER™ professionals, Bridgeworth Wealth Management is one of the largest groups of CFP® practitioners in the region with offices in Birmingham and Huntsville. Many advisors have additional credentials including Certified Public Accountants (CPA), Chartered Retirement Planning Counselor® designees (CRPC®), Chartered Financial Consultant® designees (ChFC®), Chartered Life Underwriter® designees (CLU®), and Chartered Financial Analyst® charter holder (CFA®).   Regardless of whether you need guidance with your retirement planning, prudent asset management, assistance with education planning, or leaving a legacy to your family or favorite charity, we can provide the strategies and common sense direction to work toward your goals and objectives. Our firm adheres to the fiduciary standard of acting in our clients’ interests at all times while providing holistic financial planning and wealth management experience.

keywords:N/A

N/A

Total Funding

19

Number of Employees

$2.4M

Revenue (est)

-66%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$1.7M196%N/A
#2
$1.7M19-17%N/A
#3
$1.7M196%N/A
#4
N/A196%N/A
#5
$1.7M19N/AN/A