Advanced Practice Planning
Financial Services • 
Missoula, Montana, United States • 1-10 Employees
Company overview
| Headquarters | Missoula, Montana, United States |
| Website | |
| NAICS | 52 |
| Keywords | Tax Planning, Insurance Planning, Wealth Management, Retirement Planning, Financial Planning, Estate Planning, Investment Management, Physician Assistants, Advanced Practice Providers, Physician Associates |
| Founded | 2023 |
| Employees | 1-10 |
| Socials |
Key Contact at Advanced Practice Planning
Caleb Pepperday
Principal Owner
Advanced Practice Planning Email Formats
Advanced Practice Planning uses 1 email format. The most common is {first initial} (e.g., j@advancedpracticeplanning.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@advancedpracticeplanning.com | 100% |
About Advanced Practice Planning
Advanced Practice Planning, LLC provides Wealth Management services specifically tailored to Physician Assistants. As a husband of a PA, our CEO, Caleb Pepperday, knows how difficult it can be for medical providers to get financial planning and investment help without being pitched to buy an investment or insurance product. Caleb created APP, LLC to be a safe place for PAs to ask questions and learn how to grow their wealth. Learn more about our services here: https://www.advancedpracticeplanning.com/services Advanced Practice Planning, LLC is a registered investment adviser with the state of Montana and may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training.
Advanced Practice Planning revenue & valuation
| Annual revenue | $85,555 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $273,776 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Advanced Practice Planning has never raised funding before.
Advanced Practice Planning Tech Stack
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