Pacific Legacy Wealth Partners

Financial Services • Federal Way, Washington, United States • 1-10 Employees

Company overview

Headquarters	33930 Weyerhaeuser Way S, Federal Way, Washington 98001, US
Phone number	+12535285285
Websites	pacificlegacywealthpartners.com pacificlegacywp.com
NAICS	52
Keywords	401K, Financial Planning, Estate Planning, Legacy Planning
Founded	2023
Employees	1-10
Socials

Key Contact at Pacific Legacy Wealth Partners

Justin Weinstein

Vice President | Wealth Management Advisor

Pacific Legacy Wealth Partners Email Formats

Pacific Legacy Wealth Partners uses 1 email format. The most common is {first name}.{last name} (e.g., john.doe@pacificlegacywp.com), used 100% of the time.

Format	Example	Percentage
{first name}.{last name}	john.doe@pacificlegacywp.com	100%

About Pacific Legacy Wealth Partners

Financial confidence is about much more than just money. Whether you’re nearing retirement or already there, we help you balance saving, investing and living in a sustainable way. Nobody’s life looks exactly like yours, so we create a holistic wealth plan that not only works on paper… it works for your lifestyle. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA(www.finra.org)/SIPC(www.sipc.org) Pacific Legacy Wealth Partners is not registered as a broker-dealer or investment advisor. 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.

Pacific Legacy Wealth Partners revenue & valuation

Annual revenue	$342,220
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,100,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Vice President

Funding Data

Pacific Legacy Wealth Partners has never raised funding before.

Frequently asked questions

Pacific Legacy Wealth Partners is located in Federal Way, Washington, US.

You can reach Pacific Legacy Wealth Partners at +12535285285.

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

Pacific Legacy Wealth Partners has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Pacific Legacy Wealth Partners

Justin Weinstein

Vice President | Wealth Management Advisor

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