Pactolus Private Wealth Management
Investment Management • 
Vienna, Virginia, United States • 11-20 Employees
Company overview
| Headquarters | 8614 Westwood Center Dr, Vienna, Virginia 22182, US |
| Website | |
| NAICS | 5231 |
| SIC | 489 |
| Founded | 2011 |
| Employees | 11-20 |
| Socials |
Key Contacts at Pactolus Private Wealth Management
Angela Perry
Managing Director
Scott Parish
Managing Director Of Client Relations
Pactolus Private Wealth Management Email Formats
Pactolus Private Wealth Management uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@pactolus.com), used 66.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@pactolus.com | 66.7% |
{first name}{last name} | johndoe@pactolus.com | 33.3% |
About Pactolus Private Wealth Management
Pactolus engages with family and individual investors to ensure broad success as they manage their financial assets and navigate the ever-changing complexities of the global financial markets. A private, U.S.-based wealth management firm, Pactolus employs a comprehensive, collaborative approach that produces exhaustive understanding of each client’s balance sheet, family dynamics, goals, and aspirations. The firm’s holistic, team-based strategy builds on this foundation while leveraging existing family advisors and injecting fresh perspective from a wide array of expert global partners. The work of Pactolus with some of the world’s most successful, entrepreneurial families—unconstrained by geographic boundaries, asset type, or proprietary products—reinforces our belief that when signature values inform investment strategies, legacies benefit.
Pactolus Private Wealth Management revenue & valuation
| Annual revenue | $3,000,000 |
| Revenue per employee | $188,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $9,600,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Pactolus Private Wealth Management has 7 employees across 3 departments.
Departments
Number of employees
Funding Data
Pactolus Private Wealth Management has never raised funding before.
Pactolus Private Wealth Management Tech Stack
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