


Iarann Wealth
Financial Services • 3016 Shannon Rd, Durham, United States • 1-10 Employees
Company overview
| Headquarters | 3016 Shannon Rd, Durham, North Carolina 27707, US |
| Website | |
| NAICS | 52 |
| Employees | 1-10 |
Key Contact at Iarann Wealth
Mackenzie Harbinson
Director of Client Experience and Insurance Operations
Iarann Wealth Email Formats
Iarann Wealth uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@iarannwealth.com), used 50% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@iarannwealth.com | 50% |
{first name}.{last name} | john.doe@iarannwealth.com | 50% |
About Iarann Wealth
Helping You Align Wealth with What Matters Most At Iarann Wealth, we believe managing wealth isn’t just about numbers—it’s about purpose, clarity, and confidence for the road ahead. Whether you’re building a business, growing your investments, preparing for retirement, or navigating major life decisions, our mission is to help you make smarter financial choices that align with your values and goals. We serve high-income earners, business owners, tech professionals, and families with comprehensive, relationship-focused financial planning. From tax strategy and cash flow management to retirement, estate, and exit planning—we deliver actionable strategies designed to support your long-term success. 📊 Our Services Include: 💸 Cash Flow & Investment Planning 🧾 Tax Strategy & Risk Management 🕰️ Retirement & Estate Planning 🎓 Education & Insurance Planning 🚪 Business Exit & Asset Protection Strategies 🏡 Real Estate & Major Life Decision Support We offer transparent pricing through either an Assets Under Management (AUM) model or flat-fee financial planning, providing flexibility to meet your unique financial needs. 🔗 Ready to align your financial strategy with your life’s purpose? Visit www.iarannwealth.com to learn more or schedule your free consultation.
Iarann 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 |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Iarann Wealth has never raised funding before.
Frequently asked questions
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