Integrated Planning & Wealth Management Revenue

Carmel, Indiana, United States • 1-10 Employees

Integrated Planning & Wealth Management revenue & valuation

Annual revenue	$6,300,402
Revenue per employee	$1,051,000
Estimated valuation?This valuation is estimated based on industry average for the current industry and current estimated revenues	$20,200,000
Total funding	No funding

Key Contact at Integrated Planning & Wealth Management

Lexis Buckles

Executive Assistant & Integrator To Founder & President

Company overview

Headquarters	11495 N. Pennsylvania Street\|Suite 120, Carmel, Indiana 46032, US
Phone number	+13177064748
Website	integratedpwm.com
SIC	736
Employees	1-10
Socials

Integrated Planning & Wealth Management Email Formats

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

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

About Integrated Planning & Wealth Management

Integrated Planning & Wealth Management is a financial planner in Carmel Indiana. We help optometric practice owners at every stage of their career.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Founder/Owner

Manager

Employees by Department

Integrated Planning & Wealth Management has 4 employees across 3 departments.

Departments

Number of employees

Funding Data

Integrated Planning & Wealth Management has never raised funding before.

Integrated Planning & Wealth Management Tech Stack

Discover the technologies and tools that power Integrated Planning & Wealth Management's digital infrastructure, from frameworks to analytics platforms.

Kadence WP Kadence

WordPress themes

WP Rocket

Caching

Microsoft 365

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

jQuery

JavaScript libraries

HTTP/3

Miscellaneous

PHP

Programming languages

WordPress

Blogs

Gutenberg

Editors

Google Analytics

Analytics

Yoast SEO

SEO

Frequently asked questions

Integrated Planning & Wealth Management is located in Carmel, Indiana, US.

You can reach Integrated Planning & Wealth Management at +13177064748.

Integrated Planning & Wealth Management generates an estimated annual revenue of $6,300,402. This revenue figure reflects the company's market position and business performance in its industry.

Integrated Planning & Wealth Management has an estimated valuation of $20,200,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

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

Key Contact at Integrated Planning & Wealth Management

Lexis Buckles

Executive Assistant & Integrator To Founder & President

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