U.S. Wealth Management Revenue and Competitors

Boston, MA USA

Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

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

Employee Data

  • U.S. Wealth Management has 31 Employees.(i)
  • U.S. Wealth Management grew their employee count by -16% last year.

U.S. Wealth Management's People

NameTitleEmail/Phone
1
Wealth ManagerReveal Email/Phone
2
Financial Planner | Private Wealth ManagerReveal Email/Phone
3
Wealth Manager AssistantReveal Email/Phone
4
Client ManagerReveal Email/Phone
5
Wealth ManagerReveal Email/Phone
6
Wealth ManagerReveal Email/Phone
7
Financial Planning AssistantReveal Email/Phone
8
Financial Planning AssistantReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$38.3M1660%N/AN/A
#2
$121.5M4636%N/AN/A
#3
$4.3M2921%N/AN/A
#4
$13.6M7280%N/AN/A
#5
$7.9M47-27%N/AN/A
#6
$7.2M438%N/AN/A
#7
$48M2088%N/AN/A
#8
$164.9M0N/AN/AN/A
#9
$147M560-5%N/AN/A
#10
$64.7M2803%N/AN/A
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What Is U.S. Wealth Management?

U.S. Wealth Management is an independent network of experienced wealth managers who provide holistic advice and custom-tailored strategies to manage their clients’ financial future. The firms’ mission is to leverage the talents of advisors to advance their practice by providing access to comprehensive resources including asset management* / research, advanced technology, and an expansive product platform. U.S. Wealth Management also offers its wealth managers a culture of trust, support and accessibility, practice management and tailored coaching for growth, competitive payouts, advanced marketing support, and business succession planning to enhance and sustain the long-term growth of their practices. Visit us at www.uswealthmanagement.com. * Asset management offered through U.S. Financial Advisors, a registered investment advisor. Securities offered through LPL Financial, Member SIPC (http://www.sipc.org/). Investment advice offered through U.S. Financial Advisors, a registered investment advisor. U.S. Financial Advisors and U.S. Wealth Management are separate entities from LPL Financial. The financial professionals associated with U.S. Financial Advisors/ U.S. Wealth Management may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third-party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

keywords:N/A

N/A

Total Funding

31

Number of Employees

$5.2M

Revenue (est)

-16%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$5.5M31-3%N/A
#2
$1.7M310%N/A
#3
$5.2M320%N/A
#4
$6.9M323%N/A
#5
$6M33-52%N/A