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Silverleaf Wealth Management Revenue and Competitors

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Omaha, NE USA

Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • Silverleaf Wealth Management's estimated annual revenue is currently $3.4M per year.(i)
  • Silverleaf Wealth Management's estimated revenue per employee is $147,000

Employee Data

  • Silverleaf Wealth Management has 23 Employees.(i)
  • Silverleaf Wealth Management grew their employee count by 21% last year.

Silverleaf Wealth Management's People

NameTitleEmail/Phone
1
Director Business Development & Executive to the PresidentReveal Email/Phone
2
Wealth Advisor and Director OperationsReveal Email/Phone
3
PresidentReveal Email/Phone
4
Wealth AdvisorReveal Email/Phone
5
Client Service CoordinatorReveal Email/Phone
6
Wealth AdvisorReveal Email/Phone
7
Wealth AdvisorReveal Email/Phone
8
Wealth AdvisorReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$46.9M2037%N/AN/A
#2
$17.6M8427%N/AN/A
#3
$6.7M4014%N/AN/A
#4
$19.3M9228%N/AN/A
#5
$32.8M1424%N/AN/A
#6
$43.4M18835%N/AN/A
#7
$4.1M2817%N/AN/A
#8
$6.9M4137%N/AN/A
#9
$64.2M278-13%N/AN/A
#10
$18.9M90181%N/AN/A
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What Is Silverleaf Wealth Management?

At Silverleaf Wealth Management in Omaha, NE, we understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.\n\nOur professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.\n\nSecurities offered through LPL Financial, Member SIPC www.sipc.org. Investment advice offered through Gladstone Institutional Advisory, a registered investment advisor. Gladstone Institutional Advisory and Silverleaf Wealth Management are separate entities from LPL Financial. \n\nFor a list of states in which we are registered to do business, please visit www.silverleafwealth.com.\n\nThird party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

keywords:N/A

N/A

Total Funding

23

Number of Employees

$3.4M

Revenue (est)

21%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$4.7M23-4%N/A
#2
$2.3M2310%N/A
#3
$3.3M23-28%N/A
#4
$3.2M23-47%N/A
#5
$2.6M23-15%N/A