Summary
Waterstone Private Wealth Management
Founded in 2010
Description
Looking for a trusted financial advisor? Waterstone Private Wealth Management offers personalized wealth management and financial advice across the U.S.
Strengths
- Waterstone Private Wealth Management has a strong market share in their industry
- Revenue generated per employee is greater than industry average
Annual Revenue
Waterstone Private Wealth Management's annual revenue
$1708000
Based on Kona Equity data
-
Revenue per employee
$341600
Employee Count
5 employees
Executives
Melanie Hasty-Grant
Senior Wealth Advisor
m**@waterstonewealth.comCortney Jamison
Director Of Impressions
c**@waterstonewealth.comDonisha Lane
The Retirement Planning Concierge
d**@waterstonewealth.comChristina Ward
Executive Assistant
c**@waterstonewealth.comTriston Hasty-Grant
Wealth Advisor & Director, Business Development
t**@waterstonewealth.comTara Benson
Operations Specialist
t**@waterstonewealth.comG Score - 2
The G Score is an eight-point scale where firms are given a score of 1 for each of the criteria that they pass. The G score compares a company against the industry median to find those that are healthy and growing.
- G1 Revenue is greater than the industry median.
- G2 Income per employee more than industry average.
Location
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Key Information
- Name: Waterstone Private Wealth Management
- Category: Financial services
- Industry: Financial consultant
- SIC: 62; 628
- NAICS: 52; 523
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Firmographic data G Score of 2 Founded in 2010 SIC: 62 SIC: 628 NAICS: 52 NAICS: 523 #Finance #Investment Banking
Frequently Asked Questions
Waterstone Private Wealth Management's headquarters are located at 9500 N 129th East Ave Ste 106 Owasso, OK 74055.
Waterstone Private Wealth Management's official website is waterstonewealth.com
Waterstone Private Wealth Management's annual revenue is $1.7 M.
Waterstone Private Wealth Management's SIC: 62; 628
Waterstone Private Wealth Management's NAICS: 52; 523.
Waterstone Private Wealth Management has 5 employees
Waterstone Private Wealth Management is in the industry of Financial services.
