Campbell Wealth Management Revenue and Competitors

Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • Campbell Wealth Management's estimated annual revenue is currently $6.2M per year.(i)
  • Campbell Wealth Management's estimated revenue per employee is $168,000

Employee Data

  • Campbell Wealth Management has 37 Employees.(i)
  • Campbell Wealth Management grew their employee count by -3% last year.

Campbell Wealth Management's People

NameTitleEmail/Phone
1
Chief Marketing OfficerReveal Email/Phone
2
Chief Operating OfficerReveal Email/Phone
3
Wealth ManagerReveal Email/Phone
4
Wealth ManagerReveal Email/Phone
5
Chairman and CEOReveal Email/Phone
6
Marketing AssociateReveal Email/Phone
7
Trading & Investments AssociateReveal Email/Phone
8
Senior Trade AssociateReveal Email/Phone
9
Wealth AdvisorReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$44.6M193-7%N/AN/A
#2
$6.2M373%N/AN/A
#3
$19.3M9210%N/AN/A
#4
$7.2M438%N/AN/A
#5
$7.4M44-8%N/AN/A
#6
$97.7M3727%N/AN/A
#7
$3.8M260%N/AN/A
#8
$46.7M202N/AN/AN/A
#9
$20.2M9641%N/AN/A
#10
$55.2M2396%N/AN/A
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What Is Campbell Wealth Management?

Campbell Wealth Management is a full service financial planning firm, and we operate differently from most other financial planners in the marketplace. At Campbell Wealth, we work solely with individuals near or in retirement. Because our clients are entering a very important phase of their lives, we have tailored our professional approach to address specific challenges you face. What’s revolutionary about Campbell Wealth’s process is the comprehensive financial blueprint that we develop for every client. Once it’s finished, we review that plan, annually (more often if necessary), to track progress and make adjustments. This ongoing process builds trust, accountability, and certainty in retirement. Securities offered only by duly registered individuals through Madison Avenue Securities, LLC (MAS), member FINRA/SIPC. Advisory services offered only by duly registered individuals through Campbell Wealth Management, Inc (CWM), a Registered Investment Advisor. MAS and CWM are not affiliated entities. FINRA: www.finra.org SIPC: www.sipc.org

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N/A

Total Funding

37

Number of Employees

$6.2M

Revenue (est)

-3%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$4.3M3719%N/A
#2
$5.9M3728%N/A
#3
$8M376%N/A
#4
$8.6M379%N/A
#5
$4.3M37-37%N/A