Insights

Market Position CCR Wealth Management operates in the financial services industry with a solid revenue range of 50 to 100 million dollars, indicating strong market presence and potential for expanding client base within affluent individuals, corporations, and institutions.

Recognition & Credibility The firm's inclusion in the 2018 Financial Times 401 Top Retirement Advisers enhances its credibility and reputation, making it an attractive partner for premium third-party service providers or technology solutions aiming to target high-quality advisory firms.

Technology Usage CCR utilizes a diverse technology stack including WordPress, Google Analytics, and other tools, suggesting openness to digital solutions; this offers opportunities to introduce innovative financial planning, customer engagement, or analytics tools to enhance their service delivery.

Growth Potential With a team of up to 200 employees and a well-defined focus on customized financial solutions, CCR could benefit from advanced compliance, portfolio management systems, or employee engagement platforms to scale operations and improve service efficiencies.

Partnership Opportunities Given its affiliation with Cetera Advisors LLC, CCR might be receptive to strategic alliances around technology upgrades, compliance solutions, or marketing services that support independent growth while maintaining strong industry recognition.

CCR Wealth Management Tech Stack

CCR Wealth Management uses 8 technology products and services including Open Graph, WordPress, Beaver Builder, and more. Explore CCR Wealth Management's tech stack below.

  • Open Graph
    Content Management System
  • WordPress
    Content Management System
  • Beaver Builder
    Content Management System
  • Twemoji
    Font Scripts
  • Bootstrap
    UI Frameworks
  • YouTube
    Video Players
  • Google Analytics
    Web Analytics
  • jQuery Validation Plugin
    Web Tools And Plugins

CCR Wealth Management's Email Address Formats

CCR Wealth Management uses at least 1 format(s):
CCR Wealth Management Email FormatsExamplePercentage
FLast@ccrwealth.comJDoe@ccrwealth.com
47%
Last@ccrwealth.comDoe@ccrwealth.com
3%
FLast@ccrwealth.comJDoe@ccrwealth.com
47%
Last@ccrwealth.comDoe@ccrwealth.com
3%

Frequently Asked Questions

Where is CCR Wealth Management's headquarters located?

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CCR Wealth Management's main headquarters is located at 1800 West Park Drive, Suite 150. The company has employees across 4 continents, including North AmericaAfricaEurope.

What is CCR Wealth Management's phone number?

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You can contact CCR Wealth Management's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is CCR Wealth Management's official website and social media links?

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CCR Wealth Management's official website is ccrwealth.com and has social profiles on LinkedInCrunchbase.

How much revenue does CCR Wealth Management generate?

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As of December 2025, CCR Wealth Management's annual revenue is estimated to be $6.6M.

What is CCR Wealth Management's NAICS code?

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CCR Wealth Management's NAICS code is 52 - Finance and Insurance.

How many employees does CCR Wealth Management have currently?

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As of December 2025, CCR Wealth Management has approximately 55 employees across 4 continents, including North AmericaAfricaEurope. Key team members include Chief Operating Officer: A. H.Chief Investment Officer: J. M.Partner, Financial Consultant: A. B.. Explore CCR Wealth Management's employee directory with LeadIQ.

What industry does CCR Wealth Management belong to?

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CCR Wealth Management operates in the Financial Services industry.

What technology does CCR Wealth Management use?

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CCR Wealth Management's tech stack includes Open GraphWordPressBeaver BuilderTwemojiBootstrapYouTubeGoogle AnalyticsjQuery Validation Plugin.

What is CCR Wealth Management's email format?

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CCR Wealth Management's email format typically follows the pattern of FLast@ccrwealth.com. Find more CCR Wealth Management email formats with LeadIQ.

When was CCR Wealth Management founded?

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CCR Wealth Management was founded in 1998.

CCR Wealth Management

Financial ServicesMassachusetts, United States51-200 Employees

CCR is a wealth management firm that provides thorough, customized financial planning solutions and strategic, disciplined portfolio management to individuals, corporations and institutions. Our team is your personal advisor, empowering you with long-term wealth strategies, individualized financial plans, insurance strategies including group health & life insurance, and strategic investment management solutions to help you achieve both short term and lifelong goals.

Securities and advisory services offered through Cetera Advisors LLC, member  FINRA/SIPC, a broker/dealer and Registered Investment Adviser. CCR Wealth Management and Cetera are affiliated. Cetera is under separate ownership from any other named entity. 1800 West Park Drive, Suite 150 Westborough, MA 01581

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

1800 W Park Dr, Suite 150, Westborough, MA 01581 / 72 Queen St, Southington, CT 06489 / 9 Bryan Hall Plaza, Washington Depot, CT 06794 / 1000 SE Monterey Commons Blvd Suite 302, Stuart, FL 34996 / 583 Chestnut St, Unit 6 Lynn, MA 01904 / 6 Executive Park Drive, Suite A Clifton Park, NY 12065 / 6636 Main Street, Suite 4 Williamsville, NY 14221 / 2415 Carter Lane, Suite 101 Columbia, MO 65201

Section iconCompany Overview

Headquarters
1800 West Park Drive, Suite 150
Phone number
NAICS Code
52 - Finance and Insurance
Founded
1998
Employees
51-200

Section iconFunding & Financials

  • $50M$100M

    CCR Wealth Management's revenue is estimated to be in the range of $50M$100M

Section iconFunding & Financials

  • $50M$100M

    CCR Wealth Management's revenue is estimated to be in the range of $50M$100M

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