Madison Wealth Management Revenue and Competitors

Location

N/A

Total Funding

Investments

Industry

Estimated Revenue & Valuation

  • Madison Wealth Management's estimated annual revenue is currently $2.6M per year.(i)
  • Madison Wealth Management's estimated revenue per employee is $136,200

Employee Data

  • Madison Wealth Management has 19 Employees.(i)
  • Madison Wealth Management grew their employee count by -46% last year.

Madison Wealth Management's People

NameTitleEmail/Phone
1
Senior Wealth Advisor & Director OperationsReveal Email/Phone
2
Director Client ServicesReveal Email/Phone
3
Portfolio ManagerReveal Email/Phone
4
Portfolio ManagerReveal Email/Phone
5
Principal & Senior Portfolio ManagerReveal Email/Phone
6
AdministratorReveal Email/Phone
7
Client Service SpecialistReveal Email/Phone
8
Client Services SpecialistReveal Email/Phone
9
PrincipalReveal Email/Phone
10
Principal, Senior Wealth AdvisorReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$17.7M78-1%N/AN/A
#2
$4.6M297%N/AN/A
#3
$14.7M72-4%N/AN/A
#4
$36M1447%N/AN/A
#5
$5.4M307%N/AN/A
#6
$3.2M28-3%N/AN/A
#7
$24.1M1067%N/AN/A
#8
$35.7M1437%N/AN/A
#9
$174.2M1742%N/AN/A
#10
$13.3M6516%N/AN/A
Add Company

What Is Madison Wealth Management?

Madison Wealth Management is a trusted, independent financial planning and investment management firm founded in 2000. We work closely and confidentially with individuals, multi-generational families, business owners and charitable foundations as an independent, fee only advisor and Fiduciary. With offices in Cincinnati and Washington, DC we manage portfolios ranging from $1 million to $25 million on behalf of our clients. Madison is an employee-owned firm with a skilled team of certified, dedicated advisors. We deliver objective, carefully considered advice to help successful people make smart decisions with their money. Specialties • Customized Financial Planning • Investment and Portfolio Management • Retirement Planning • Stock Option Planning • Trust and Estate Advisement • Equity and Fixed Income Research Madison is Your Trust, Invested Wisely TM

keywords:N/A

N/A

Total Funding

19

Number of Employees

$2.6M

Revenue (est)

-46%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$1.9M19N/AN/A
#2
$1.7M19-14%N/A
#3
$1.7M1958%N/A
#4
$3.1M19-24%N/A
#5
$1.7M196%N/A