Withum Wealth Management Revenue and Competitors

Red Bank, NJ USA

Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • Withum Wealth Management's estimated annual revenue is currently $3.7M per year.(i)
  • Withum Wealth Management's estimated revenue per employee is $147,000

Employee Data

  • Withum Wealth Management has 25 Employees.(i)
  • Withum Wealth Management grew their employee count by -4% last year.

Withum Wealth Management's People

NameTitleEmail/Phone
1
Director Professional ServicesReveal Email/Phone
2
Wealth Advisor | Investment ManagerReveal Email/Phone
3
Wealth Advisor / Investment Manager / PartnerReveal Email/Phone
4
Office ManagerReveal Email/Phone
5
Marketing & Graphic DesignReveal Email/Phone
6
Principal, CCO, and Investment AdvisorReveal Email/Phone
7
Principal - Investment AdvisorReveal Email/Phone
8
Business Development and Professional ServicesReveal Email/Phone
9
Wealth Management AssociateReveal Email/Phone
10
Wealth AdvisorReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$39.3M1709%N/AN/A
#2
$8.2M49N/AN/AN/A
#3
$2.4M180%N/AN/A
#4
$9.8M526%N/AN/A
#5
$5.7M3410%N/AN/A
#6
$45.3M196-1%N/AN/A
#7
$10.4M5512%N/AN/A
#8
$8.2M49-2%N/AN/A
#9
$0.6M6N/AN/AN/A
#10
$8.1M4850%N/AN/A
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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/A

N/A

Total Funding

25

Number of Employees

$3.7M

Revenue (est)

-4%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$3.7M26-4%N/A
#2
$1.9M27-31%N/A
#3
$3.2M284%N/A
#4
$5.3M280%N/A
#5
$5.5M310%N/A