Add Company
Join Now

Tradition Wealth Management Revenue and Competitors

License our Company Data API

Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • Tradition Wealth Management's estimated annual revenue is currently $5.2M per year.(i)
  • Tradition Wealth Management's estimated revenue per employee is $168,000

Employee Data

  • Tradition Wealth Management has 31 Employees.(i)
  • Tradition Wealth Management grew their employee count by 3% last year.

Tradition Wealth Management's People

NameTitleEmail/Phone
1
OwnerReveal Email/Phone
2
Chief Compliance OfficerReveal Email/Phone
3
Director Financial Planning & InvestmentsReveal Email/Phone
4
Private Wealth Advisor, Director Sports ManagementReveal Email/Phone
5
Director Operations & ComplianceReveal Email/Phone
6
Private Client & Family Service ManagerReveal Email/Phone
7
Investment AdvisorReveal Email/Phone
8
Investment Advisor, PartnerReveal Email/Phone
9
Investment AdvisorReveal Email/Phone
10
Client Care Representative / Office ManagementReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$113.7M4333%N/AN/A
#2
$58.7M260-8%N/AN/A
#3
$8.1M4841%N/AN/A
#4
$6.9M413%N/AN/A
#5
$5.4M32-14%N/AN/A
#6
$0.6M6-86%N/AN/A
#7
$55.9M2426%N/AN/A
#8
$11.7M625%N/AN/A
#9
$17.9M85-6%N/AN/A
#10
$7.1M4217%N/AN/A
Add Company

What Is Tradition Wealth Management?

Tradition Wealth Management is a high-level, high-touch wealth planning firm that combines financial and investment expertise to create personalized strategies to meet the financial goals of our clients. We are committed to helping people navigate and enhance their financial situation in a consultive way. Our greatest asset is the trust of our clients and we are often considered their personal CFO. We work diligently and set rigorous goals to build and preserve their wealth and drive positive financial results. We are an independent firm and are 100% employee-owned. This ensures that we provide unbiased wealth planning with no allegiances to any one firm, product or service. This allows us to meet the unique financial goals of each client with the highest level of integrity. We manage our clients’ financial wellbeing as we do our own – respectfully and professionally. Securities offered through ProEquities, Inc., a Registered Broker/Dealer, Member FINRA/SIPC. Investment Advisory Services offered through Tradition Wealth Management, LLC, a Registered Investment Adviser. Tradition Wealth Management, LLC, is independent of ProEquities, Inc.

keywords:N/A

N/A

Total Funding

31

Number of Employees

$5.2M

Revenue (est)

3%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$6.9M3214%N/A
#2
$7.4M323%N/A
#3
$7.1M336%N/A
#4
$7.1M330%N/A
#5
$6.6M33-3%N/A