Brumbaugh Wealth Management

  • Financial Services
  • Exton PA
  • 4 employees
  • Financial Services
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Company Overview

Headquarters
415 Eagleview Blvd Suite 110, Exton PA
Website
brumbaughwealth.com
Phone
(610) 458-2495
Employees
4
Founded in
2004
Industry
Financial Services
NAICS Code
NAICS Code 5611 Companies
NAICS Code 561110 Companies
NAICS Code 561 Companies
NAICS Code 56 Companies
NAICS Code 56111 Companies
SIC Code
SIC Code 736 Companies
SIC Code 874 Companies
SIC Code 87 Companies
SIC Code 73 Companies
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Financials & Stats

Revenue

$1B

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Who is Brumbaugh Wealth Management

Brumbaugh Wealth Management is a privately held investment advisory firm located in Exton, Pennsylvania. The company employs 4 individuals and reports annual revenue of $1 million. Brumbaugh Wealth Management provides personalized financial solutions to individuals seeking to secure their financial futures. They specialize in helping clients navigate complex financial issues and strive to offer exceptional client service. The firm emphasizes understanding each client's unique situation and tailoring its approach accordingly, aiming to ultimately help clients live better lives. For inquiries or to discuss your financial needs, please visit their website at brumbaughwealth.com.

Company Leadership

Richard Carson

Partner

Phone Email

Brumbaugh Wealth Management Industry Tags

Investment Advisory Services
Retirement Planning
Estate Planning and Wealth Transfer
Tax Reduction & Insurance Strategies
Special Needs Family Planning Strategies
Corporate Benefit Strategies
Business Succession Planning
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Brumbaugh Wealth Management Tech Stack

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FAQ

What is the location of Brumbaugh Wealth Management's headquarters?
The headquarters of Brumbaugh Wealth Management are situated at 415 Eagleview Blvd Suite 110, Exton PA
What is Brumbaugh Wealth Management's phone number?
Brumbaugh Wealth Management's contact number is (610) 458-2495.
What is Brumbaugh Wealth Management's official website?
The official website of Brumbaugh Wealth Management can be found at brumbaughwealth.com.
What is Brumbaugh Wealth Management's current revenue?
As of August 2022, Brumbaugh Wealth Management's annual revenue reached $1B.
How many employees does Brumbaugh Wealth Management currently have?
Brumbaugh Wealth Management employs approximately 4+ people as of August 2022
Which industries is Brumbaugh Wealth Management primarily operating in?
Brumbaugh Wealth Management operates in the following industries: Finance, Credit
Who is the Partner of Brumbaugh Wealth Management?
Brumbaugh Wealth Management's Partner is Richard Carson
What are Brumbaugh Wealth Management's industry tags?
Brumbaugh Wealth Management's industry tags include: Investment Advisory Services, Retirement Planning, Estate Planning and Wealth Transfer
When was Brumbaugh Wealth Management founded?
Brumbaugh Wealth Management was founded in 2004.

Employee Directory

Key Employees

Kimberly Brumbaugh

Founder & Managing Partner

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Andrew Storti

Partner and Chief Investment Officer

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