Harvest Point® Wealth Management Revenue
Financial Services • 
West Des Moines, Iowa, United States • 11-20 Employees
Harvest Point® Wealth Management revenue & valuation
| Annual revenue | $1,026,660 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $3,300,000 |
| Total funding | No funding |
Key Contacts at Harvest Point® Wealth Management
Collin Miller
Director Of Planning
Angela Gibbons
Director Of First Impressions
Company overview
| Headquarters | 4201 Westown Parkway, Ste 330, West Des Moines, Iowa 50266, US |
| Website | |
| NAICS | 52 |
| Keywords | Tax Planning, Investing, Wealth Management, Disability Insurance, Life Insurance, Business Planning, Financial Planning, Estate Planning, Retirement, Cash Flow Planning, Donor Advised Funds, Giving, Long-Term Care, Saving, Social Security, Stewardship, Qualified Charitable Distributions |
| Founded | 2021 |
| Employees | 11-20 |
Harvest Point® Wealth Management Email Formats
Harvest Point® Wealth Management uses 3 email formats. The most common is {first initial} (e.g., j@harvestpointwm.com), used 50% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@harvestpointwm.com | 50% |
{first name} | john@harvestpointwm.com | 30% |
{first name}{last name} | johndoe@harvestpointwm.com | 20% |
About Harvest Point® Wealth Management
We help clients align their values with their objectives by providing each client with an individually-tailored, custom plan for the future. Whether it’s planning for a successful retirement, strategically saving for their children's college, or faithfully stewarding their wealth to create a legacy—we are here to serve as a partner alongside our clients as they plan for and reach each Harvest Point® with clarity and confidence. What’s your next Harvest Point® and how can we help you get there? Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC sipc.org. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Harvest Point® Wealth Management has 5 employees across 2 departments.
Departments
Number of employees
Funding Data
Harvest Point® Wealth Management has never raised funding before.
Harvest Point® Wealth Management Tech Stack
Discover the technologies and tools that power Harvest Point® Wealth Management's digital infrastructure, from frameworks to analytics platforms.
CDN
JavaScript libraries
CDN
PaaS
JavaScript frameworks
Security
Search engines
JavaScript libraries
Tag managers
Marketing automation
Security
JavaScript libraries
United Kingdom
Italy
Frequently asked questions
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