Eight Peaks Wealth Management Revenue

Investment Management • Parker, Colorado, United States • 1-10 Employees

Eight Peaks Wealth Management revenue & valuation

Annual revenue	$85,555
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$273,776
Total funding	No funding

Key Contact at Eight Peaks Wealth Management

Brett Polzin

Founder & Principal

Company overview

Headquarters	Parker, Colorado, United States
Website	eightpeakswealth.com
NAICS	5231
Keywords	Risk Management, Financial Advisor, Tax Planning, Education Planning, Cash Flow Management, Retirement Planning, Wealth Accumulation, Investment Management, Educators, Fee-Only Financial Planning, Veteran-Owned, Health Care Workers
Founded	2023
Employees	1-10
Socials

Eight Peaks Wealth Management Email Formats

Eight Peaks Wealth Management uses 1 email format. The most common is {first name} (e.g., john@eightpeakswealth.com), used 100% of the time.

Format	Example	Percentage
{first name}	john@eightpeakswealth.com	100%

About Eight Peaks Wealth Management

EIGHT PEAKS Wealth Management is a Fee-Only Financial Planning practice based in Parker, Colorado serving individuals, families and business owners across the United States. Founded by Brett R. Polzin, CFP®, a US Air Force Veteran, EIGHT PEAKS is a HERO-FRIENDLY advisory. We especially enjoy working with Military Veterans, Health Care workers, and Educators that feel like they have been neglected by the larger investment firms. Through the holistic and immersive EIGHT PEAKS approach, we create comprehensive financial plans and investment strategies for people that just want help. We strive to meet you where you are, on your schedule and to simply be there for support when you need it.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Employees by Department

Eight Peaks Wealth Management has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Eight Peaks Wealth Management has never raised funding before.

Frequently asked questions

Eight Peaks Wealth Management is located in Parker, Colorado, US.

Eight Peaks Wealth Management generates an estimated annual revenue of $85,555. This revenue figure reflects the company's market position and business performance in its industry.

Eight Peaks Wealth Management has an estimated valuation of $273,776. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Eight Peaks Wealth Management was founded in 2023, making it 3 years old. The company has established itself as a significant player in its industry over this time.

Eight Peaks Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Eight Peaks Wealth Management

Brett Polzin

Founder & Principal

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