Cape Rock Private Wealth Revenue
Financial Services • 
Jackson, Missouri, United States • 1-10 Employees
Cape Rock Private Wealth revenue & valuation
| Annual revenue | $256,665 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $821,328 |
| Total funding | No funding |
Key Contact at Cape Rock Private Wealth
Justin Martini
Managing Director, Senior Wealth Advisor
Company overview
| Headquarters | 810 E Jackson Blvd, Suite A4, Jackson, Missouri 63755, US |
| Website | |
| NAICS | 52 |
| Founded | 2021 |
| Employees | 1-10 |
Cape Rock Private Wealth Email Formats
Cape Rock Private Wealth uses 1 email format. The most common is {first name}{last name} (e.g., johndoe@caperockpw.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@caperockpw.com | 100% |
About Cape Rock Private Wealth
Cape Rock Private Wealth was founded in 2021 by Justin Martini, who has been working closely with business owners since 2005 as their trusted financial advisor. Justin has deep experience in private sales and asset liquidations, helping owners transfer their companies to family members or employees. A Certified Exit Planning Advisor, Justin earned this credential specifically to help business owners maximize their enterprise value through a future liquidity event. Justin is a Registered Representatives of Sanctuary Securities Inc. (Member FINRA, SIPC) and an Investment Advisor Representative of Sanctuary Advisors, LLC, an SEC Registered Investment Adviser. Cape Rock Private Wealth is an independent firm, created to help successful people and their families do more with their financial lives by following a comprehensive plan designed to fulfill their personal values as they pursue their life’s goals. Working in an open architecture environment gives Cape Rock Private Wealth the opportunity to work with an unlimited range of investment products and solutions from world class providers. We partner with industry leaders to provide our clients with high quality services and investment solutions. To safeguard our clients’ assets, we’ve chosen Charles Schwab as custodian because of their size and reputation as a cost-conscious provider. Offering objective advice and customized financial planning, Cape Rock Private Wealth provides personal service and attention backed by institutional resources. Visit our website www.caperockprivatewealth.com to learn more. Please see www.caperockprivatewealth.co for important related disclaimer. We are Registered Representatives of Sanctuary Securities, Inc. (Member FINRA, SIPC) and Investment Advisor Representatives of Sanctuary Advisors, LLC., an SEC Registered Investment Adviser.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Cape Rock Private Wealth has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
Cape Rock Private Wealth has never raised funding before.
Cape Rock Private Wealth Tech Stack
Discover the technologies and tools that power Cape Rock Private Wealth's digital infrastructure, from frameworks to analytics platforms.
CDN
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Miscellaneous
Security
Miscellaneous
Analytics
JavaScript libraries
Belgium
United Kingdom
Poland
Hong Kong
Frequently asked questions
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