Pathfinder Wealth Consulting
Financial Services • 
Wilmington, North Carolina, United States • 11-20 Employees
Company overview
| Headquarters | 4018 Oleander Drive, Suite 102, Wilmington, NC 28403, US |
| Phone number | +19107930616 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Disability Insurance, Estate Planning, Retirement Planning, Life Insurance, Comprehensive Financial Planning, Investment Management Services, Long Term Care Insurance, Wealth Management Services, Tax Planning Strategies |
| Founded | 2005 |
| Employees | 11-20 |
| Socials |
Key Contacts at Pathfinder Wealth Consulting
Jason Wheeler
Owner & Wealth Advisor
Tracy East
Marketing Director
Pathfinder Wealth Consulting Email Formats
Pathfinder Wealth Consulting uses 2 email formats. The most common is {first initial} (e.g., j@pathfinderwc.com), used 76.9% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@pathfinderwc.com | 76.9% |
{first name} | john@pathfinderwc.com | 23.1% |
About Pathfinder Wealth Consulting
With financial confidence, security follows. We are your trusted advisors, providing the financial experience, planning, and direction you need for lasting prosperity. We are here to guide you forward. Two office locations to serve you: 4018 Oleander Drive, Suite 102 Wilmington, NC 28403 910-793-0616 121 Edinburgh South Drive, Suite 208 Cary, NC 27511 919-463-0018 Pathfinder Wealth Consulting was formed in 2005 by Robert Penn and Jason Wheeler, after leaving a large Wall Street firm so they could focus on their clients’ needs and not corporate shareholders. Committed to developing a more personal long-term planning experience, the duo teamed up to help families achieve financial confidence through education and smart planning – no matter life’s path. Whichever path you take through life, our mission is to make sure you are financially prepared for the journey. Advisory services offered through Commonwealth Financial Network®, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth. This communication is strictly intended for individuals residing in the United States. Review our Terms of Use: https://www.commonwealth.com/termsofuse.html.
Pathfinder Wealth Consulting revenue & valuation
| Annual revenue | $8,723,301 |
| Revenue per employee | $485,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $28,000,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Pathfinder Wealth Consulting has 11 employees across 3 departments.
Departments
Number of employees
Funding Data
Pathfinder Wealth Consulting has never raised funding before.
Italy
Spain
Poland
Frequently asked questions
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