Withum Wealth Management Revenue and Competitors
Estimated Revenue & Valuation
- Withum Wealth Management's estimated annual revenue is currently $3.7M per year.
- Withum Wealth Management's estimated revenue per employee is $147,000
Employee Data
- Withum Wealth Management has 25 Employees.
- Withum Wealth Management grew their employee count by -4% last year.
Withum Wealth Management's People
Name | Title | Email/Phone |
---|---|---|
1 | Director Professional Services | Reveal Email/Phone |
2 | Wealth Advisor | Investment Manager | Reveal Email/Phone |
3 | Wealth Advisor / Investment Manager / Partner | Reveal Email/Phone |
4 | Office Manager | Reveal Email/Phone |
5 | Marketing & Graphic Design | Reveal Email/Phone |
6 | Principal, CCO, and Investment Advisor | Reveal Email/Phone |
7 | Principal - Investment Advisor | Reveal Email/Phone |
8 | Business Development and Professional Services | Reveal Email/Phone |
9 | Wealth Management Associate | Reveal Email/Phone |
10 | Wealth Advisor | Reveal Email/Phone |
Withum Wealth Management Competitors & AlternativesAdd Company
Competitor Name | Revenue | Number of Employees | Employee Growth | Total Funding | Valuation |
---|---|---|---|---|---|
#1 | $39.3M | 170 | 9% | N/A | N/A |
#2 | $8.2M | 49 | N/A | N/A | N/A |
#3 | $2.4M | 18 | 0% | N/A | N/A |
#4 | $9.8M | 52 | 6% | N/A | N/A |
#5 | $5.7M | 34 | 10% | N/A | N/A |
#6 | $45.3M | 196 | -1% | N/A | N/A |
#7 | $10.4M | 55 | 12% | N/A | N/A |
#8 | $8.2M | 49 | -2% | N/A | N/A |
#9 | $0.6M | 6 | N/A | N/A | N/A |
#10 | $8.1M | 48 | 50% | N/A | N/A |
What Is Withum Wealth Management?
Withum Wealth Management (WWM) is an independent registered investment adviser (RIA) providing unbiased wealth management advice to clients primarily residing in tristate area, Pennsylvania, Boston, and Florida. Withum Wealth Management was co-founded by principals of Pinnacle Associates Ltd., a multi-billion-dollar investment advisor, and WithumSmith+Brown, a nationally recognized accounting and consulting firm. Our advice takes into consideration changes in your personal life, the regulatory environment, and the global financial markets. As an RIA, we are legally bound to put your interests first throughout the relationship and act in utmost good faith, in a manner we believe represents your best interest. Our one goal is to deliver a tax sensitive, cost effective portfolio that matches your objectives and unique factors. Our team of trusted financial advisers is committed to fulfilling your investment management, cash flow planning and wealth counsel needs. We serve a diverse group of private clients including pharmaceutical, medical, legal and accounting professionals. Our clientele also consists of entrepreneurs, business executives, retirees and people experiencing life changing events. Visit http://www.withumwealth.com/ for more information!
keywords:N/AN/A
Total Funding
25
Number of Employees
$3.7M
Revenue (est)
-4%
Employee Growth %
N/A
Valuation
N/A
Accelerator
Company Name | Revenue | Number of Employees | Employee Growth | Total Funding |
---|---|---|---|---|
#1 | $3.7M | 26 | -4% | N/A |
#2 | $1.9M | 27 | -31% | N/A |
#3 | $3.2M | 28 | 4% | N/A |
#4 | $5.3M | 28 | 0% | N/A |
#5 | $5.5M | 31 | 0% | N/A |