Jakob's Wealth Management

Financial Services • Las Vegas, Nevada, United States • 1-10 Employees

Company overview

Headquarters	10161 Park Run Dr, STE 150, Las Vegas, Nevada 89145, US
Phone number	+19728706000
Websites	jakobswealthmanagement.com jakobswealth.com
NAICS	52
SIC	628
Keywords	Wealth Management, Roth Ira, Finance, Life Insurance, Financial Plans, Retirement Plans, Profit Sharing Plans, Succession Plans, Sep Ira, Traditional Ira, Variable Annuity, Government Securities, Trust Accounts, Long-Term-Care Insurance, College Plans, 401(K) Planning, Money Purchasing Plans, 403(B) Planning
Founded	2019
Employees	1-10
Socials

Key Contact at Jakob's Wealth Management

Jakob Fries

Director of Financial Planning

About Jakob's Wealth Management

At Jakob's Wealth Management, we assist individuals and businesses with Financial Planning, Portfolio Construction, Succession Planning, Retirement Plans, 401(k) Planning, Profit Sharing Plans, Money Purchasing Plans, Buy-Sell Agreements, Roth/Traditional IRAs, and SEP IRAs Securities offered through Avantax Investment Services℠, Member FINRA, SIPC (www.finra.org, www.sipc.org). Investment advisory services offered through Avantax Advisory Services℠. Insurance services offered through an Avantax affiliated insurance Agency. Please visit avantaxwealthmanagement.com/social_policy for more information.

Jakob's Wealth Management revenue & valuation

Annual revenue	$171,110
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$547,552
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Funding Data

Jakob's Wealth Management has never raised funding before.

Jakob's Wealth Management Tech Stack

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

Modernizr

JavaScript libraries

Cloudflare Bot Management

Security

Google Maps

Maps

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

jQuery

JavaScript libraries

FMG Suite

Marketing automation

HSTS

Security

Datadog

Analytics

Google Analytics

Analytics

Bootstrap

UI frameworks

Google Hosted Libraries

CDN

Frequently asked questions

Jakob's Wealth Management is located in Las Vegas, Nevada, US.

You can reach Jakob's Wealth Management at +19728706000.

Jakob's Wealth Management was founded in 2019, making it 7 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at Jakob's Wealth Management

Jakob Fries

Director of Financial Planning

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