U.S. Wealth Management Revenue and Competitors
Estimated Revenue & Valuation
- U.S. Wealth Management's estimated annual revenue is currently $5.2M per year.
- U.S. Wealth Management's estimated revenue per employee is $168,000
Employee Data
- U.S. Wealth Management has 31 Employees.
- U.S. Wealth Management grew their employee count by -16% last year.
U.S. Wealth Management's People
Name | Title | Email/Phone |
---|---|---|
1 | Wealth Manager | Reveal Email/Phone |
2 | Financial Planner | Private Wealth Manager | Reveal Email/Phone |
3 | Wealth Manager Assistant | Reveal Email/Phone |
4 | Client Manager | Reveal Email/Phone |
5 | Wealth Manager | Reveal Email/Phone |
6 | Wealth Manager | Reveal Email/Phone |
7 | Financial Planning Assistant | Reveal Email/Phone |
8 | Financial Planning Assistant | Reveal Email/Phone |
U.S. Wealth Management Competitors & AlternativesAdd Company
Competitor Name | Revenue | Number of Employees | Employee Growth | Total Funding | Valuation |
---|---|---|---|---|---|
#1 | $38.3M | 166 | 0% | N/A | N/A |
#2 | $121.5M | 463 | 6% | N/A | N/A |
#3 | $4.3M | 29 | 21% | N/A | N/A |
#4 | $13.6M | 72 | 80% | N/A | N/A |
#5 | $7.9M | 47 | -27% | N/A | N/A |
#6 | $7.2M | 43 | 8% | N/A | N/A |
#7 | $48M | 208 | 8% | N/A | N/A |
#8 | $164.9M | 0 | N/A | N/A | N/A |
#9 | $147M | 560 | -5% | N/A | N/A |
#10 | $64.7M | 280 | 3% | N/A | N/A |
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/AN/A
Total Funding
31
Number of Employees
$5.2M
Revenue (est)
-16%
Employee Growth %
N/A
Valuation
N/A
Accelerator
Company Name | Revenue | Number of Employees | Employee Growth | Total Funding |
---|---|---|---|---|
#1 | $5.5M | 31 | -3% | N/A |
#2 | $1.7M | 31 | 0% | N/A |
#3 | $5.2M | 32 | 0% | N/A |
#4 | $6.9M | 32 | 3% | N/A |
#5 | $6M | 33 | -52% | N/A |