Pantheon Wealth Planning

Financial Services • 1798 Technology Dr, Suite 200, United States • 1-10 Employees

Company overview

Headquarters	1798 Technology Dr, Suite 200, San Jose, California 95110, US
Phone number	+14084048200
Websites	pantheonwealthplanning.com pantheonwp.com
NAICS	52
SIC	628
Founded	2013
Employees	1-10
Socials

Key Contact at Pantheon Wealth Planning

Sheri Pan

CEO & Founder, CERTIFIED FINANCIAL PLANNER™, CFP® with Masters in Taxation

About Pantheon Wealth Planning

PANTHEON WEALTH PLANNING is a company based out of 1798 TECHNOLOGY DRIVE Suite 200, SAN JOSE, California, United States. The Registered Representatives of Pantheon Wealth Planning offer securities and Advisory services through LPL financial, a registered investment advisor Member FINRA (www.finra.org) & SIPC (www.sipc.org). Financial planning offered through Pantheon Wealth Planning, a registered investment advisor and separate entity. Third-party posts found on this profile don’t reflect the views of LPL Financial and haven’t been reviewed by LPL Financial as to accuracy or completeness.

Pantheon Wealth Planning 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

C-Suite

Funding Data

Pantheon Wealth Planning has never raised funding before.

Frequently asked questions

Pantheon Wealth Planning is located in 1798 Technology Dr, Suite 200, US.

You can reach Pantheon Wealth Planning at +14084048200.

Pantheon Wealth Planning was founded in 2013, making it 13 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at Pantheon Wealth Planning

Sheri Pan

CEO & Founder, CERTIFIED FINANCIAL PLANNER™, CFP® with Masters in Taxation

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