Paget Wealth Partners at Rockefeller Global Family Office
Financial Services • 
10500 NE 8th St, Suite 875, United States • 1-10 Employees
Company overview
| Headquarters | 10500 NE 8th St, Suite 875, Bellevue, Washington 98004, US |
| Website | |
| NAICS | 52 |
| Keywords | Business Succession & Liquidity Event Planning, Concentrated Stock Position Management, Lifestyle Advisory & Concierge Services, Wealth Management & Family Office Services |
| Employees | 1-10 |
Key Contact at Paget Wealth Partners at Rockefeller Global Family Office
Nick Paget
Private Advisor, Managing Director
Paget Wealth Partners at Rockefeller Global Family Office Email Formats
Paget Wealth Partners at Rockefeller Global Family Office uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@rockco.com), used 71.4% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@rockco.com | 71.4% |
{first name}{last name} | johndoe@rockco.com | 28.6% |
About Paget Wealth Partners at Rockefeller Global Family Office
At Paget Wealth Partners, we combine the personalized attention of a boutique advisory team with the global strength and legacy of the Rockefeller Global Family Office. From our office in Bellevue, we serve ultra-high-net-worth individuals, families, and business owners with a singular focus: helping you build, preserve, and grow your wealth in alignment with your values, goals, and long-term vision. We deliver a highly tailored wealth management experience that evolves with life’s complexities. Our strategies are designed to be both dynamic and enduring—supported by exclusive investment opportunities, advanced digital tools, and access to Rockefeller’s renowned Lifestyle Advisory services. With us, you gain the clarity and confidence to navigate your financial future. Our Story: In 2022, after decades of collaboration at Morgan Stanley’s Seattle office, Nick Paget, Forrest St. John Kim, Karen Henderson, and Nicole Schafer came together to launch our Bellevue-based practice under the Rockefeller Global Family Office. Their shared vision: to offer select clients an exclusive, personalized, and values-driven approach to wealth management. In 2024, Dina Carkonen and Clare Dandridge joined the team from Corient Wealth Management, bringing additional depth and perspective to our growing practice. Our Team: •We are a team of seven professionals, united by a commitment to excellence, integrity, and client-first service. •Three team members hold the CERTIFIED FINANCIAL PLANNER™ designation, underscoring our dedication to the highest standards of financial planning. •Our team reflects a strong commitment to diversity and collaboration, with five women and two men contributing a wide range of perspectives and expertise.
Paget Wealth Partners at Rockefeller Global Family Office revenue & valuation
| Annual revenue | $598,885 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,000,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Paget Wealth Partners at Rockefeller Global Family Office has 4 employees across 4 departments.
Departments
Number of employees
Funding Data
Paget Wealth Partners at Rockefeller Global Family Office has never raised funding before.
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