PalomarWealth
Financial Services • 
Peoria Heights, Illinois, United States • 1-10 Employees
Company overview
| Headquarters | 4500 N Prospect Rd., Suite 200, Peoria Heights, Illinois 61616, US |
| Phone number | +13096919600 |
| Website | |
| NAICS | 52 |
| Keywords | Investments, Educational Planning, Retirement Planning, Life Insurance, Business Planning, Multi-Generational Planning, Tax Strategies |
| Founded | 2020 |
| Employees | 1-10 |
| Socials |
Key Contacts at PalomarWealth
Kelly Holloway
Advisor | Director Of Client Experience
Matt Rupert
Advisor | Director Of Research
PalomarWealth Email Formats
PalomarWealth uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@palomarwealth.com), used 75% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@palomarwealth.com | 75% |
{first name}.{last name} | john.doe@palomarwealth.com | 25% |
About PalomarWealth
Our philosophy is based on our core Christian values and our collaboration with our corporate organization, Thrivent Advisor Network. PalomarWealth provides the right blend of education with financial strategies to plan for your financial future. As fiduciaries, we are ethically bound to put your needs first. Our practice creates lasting relationships built on trust to assist you in leading a life of purpose. See important disclosures at https://www.palomarwealth.com/disclosures. PalomarWealth may utilize third-party websites, including social media websites, blogs, and other interactive content. We consider all interactions with clients, prospective clients, and the general public on these sites to be advertisements under the securities regulations. As such, we generally retain copies of information that we or third parties may contribute to such sites. This information is subject to review and inspection by Thrivent Advisor Network or the securities regulators. Advisory Persons of Thrivent provide advisory services under a “doing business as” name or may have their own legal business entities. However, advisory services are engaged exclusively through Thrivent Advisor Network, LLC, a registered investment adviser. PalomarWealth and Thrivent Advisor Network, LLC are not affiliated companies. Securities offered through Thrivent Investment Management Inc. (“TIMI”), member FINRA and SIPC, and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans. Thrivent.com/disclosures. TIMI and PalomarWealth are not affiliated companies.
PalomarWealth 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
PalomarWealth has 6 employees across 4 departments.
Departments
Number of employees
Funding Data
PalomarWealth has never raised funding before.
PalomarWealth Tech Stack
Discover the technologies and tools that power PalomarWealth's digital infrastructure, from frameworks to analytics platforms.
JavaScript libraries
Search engines
Security
Maps
JavaScript libraries
JavaScript libraries
CDN
JavaScript libraries
Marketing automation
Security
Authentication
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