Passage Wealth Partners

Financial Services • Denver, Colorado, United States • 1-10 Employees

Company overview

Headquarters	1873 S Bellaire St, Suite 1600, Denver, Colorado 80222, US
Phone number	+1532024797
Website	passagewealthpartners.com
NAICS	52
Keywords	Insurance, Deferred Compensation, Financial Planning, Wealth Management, Risk Management, Portfolio Management, Investment Strategies, Retirement Income Planning, Legacy Planning, Education Funding, Tax Efficient Strategies
Founded	2005
Employees	1-10

Key Contacts at Passage Wealth Partners

Royce Zimmerman

Wealth Management Advisor & Founder

Halee Kading

Director Of Financial Planning

Kieu Phan

Director Of New Business & Communications

Amanda Turner

Director Of Operations At Passage Wealth Partners

About Passage Wealth Partners

Passage Wealth Partners is a boutique wealth management advisory team with the Northwestern Mutual Wealth Management Company, which offers high-quality investment and wealth management programs and services for high-net-worth clients. Our team helps families articulate their "vision” of the future, audit their current progress and then design a written financial plan to navigate an efficient course to that vision. We accomplish this by creating synergy among their tax efficient strategies, investments, risk management, and legacy planning. This process is ongoing with clients, from one generation to the next. royce.zimmerman@nm.com | 303-512-2170

Passage Wealth Partners revenue & valuation

Annual revenue	$513,330
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,700,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Entry

Founder/Owner

Employees by Department

Passage Wealth Partners has 4 employees across 1 departments.

Departments

Number of employees

Funding Data

Passage Wealth Partners has never raised funding before.

Passage Wealth Partners Tech Stack

Discover the technologies and tools that power Passage Wealth Partners's digital infrastructure, from frameworks to analytics platforms.

Cloudflare

CDN

Adobe Analytics

Analytics

reCAPTCHA

Security

jQuery

JavaScript libraries

Google Tag Manager

Tag managers

Adobe Client Data Layer

JavaScript frameworks

HSTS

Security

Open Graph

Miscellaneous

Adobe Experience Platform Identity Service

Customer data platform

Adobe Experience Platform Launch

Tag managers

core-js

JavaScript libraries

Bootstrap

UI frameworks

Frequently asked questions

Passage Wealth Partners is located in Denver, Colorado, US.

You can reach Passage Wealth Partners at +1532024797.

Passage Wealth Partners was founded in 2005, making it 21 years old. The company has established itself as a significant player in its industry over this time.

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