Peace Of Mind Wealth Management Revenue

Financial Services • Raleigh, North Carolina, United States • 11-20 Employees

Peace Of Mind Wealth Management revenue & valuation

Annual revenue	$1,197,770
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$3,900,000
Total funding	No funding

Key Contacts at Peace Of Mind Wealth Management

Morgan Dunn

Director Of Operations

Rick Parkes

Owner

Jennifer Pekaar

Director Of Client Services

Company overview

Headquarters	4101 Lake Boone Trail, Suite 111, Raleigh, North Carolina 27607, US
Phone number	+19197878866
Website	pomwealth.net
NAICS	52
SIC	653
Keywords	Income Planning, Retirement Planning, Money Management
Founded	2000
Employees	11-20
Socials

Peace Of Mind Wealth Management Email Formats

Peace Of Mind Wealth Management uses 2 email formats. The most common is {first name} (e.g., john@pomwealth.net), used 62.5% of the time.

Format	Example	Percentage
{first name}	john@pomwealth.net	62.5%
{first initial}	j@pomwealth.net	37.5%

About Peace Of Mind Wealth Management

We specialize in working with pre-retirees and retirees, requiring assistance with transitioning into retirement, rolling over their qualified retirement plans or assistance with a pension, creating a distribution plan, as well as improving upon their existing retirement plan. Please visit our partner site, www.protectyourira.com for more information on, IRA, 401k rollovers, 403b rollovers, and other retirement accounts. We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

Director

Partner

Employees by Department

Peace Of Mind Wealth Management has 3 employees across 2 departments.

Departments

Number of employees

Funding Data

Peace Of Mind Wealth Management has never raised funding before.

Peace Of Mind Wealth Management Tech Stack

Discover the technologies and tools that power Peace Of Mind Wealth Management's digital infrastructure, from frameworks to analytics platforms.

reCAPTCHA

Security

Gravity Forms

Form builders

Slick

JavaScript libraries

Google Maps

Maps

Microsoft 365

Cloudflare

CDN

jQuery

JavaScript libraries

Google Ads

Advertising

HTTP/3

Miscellaneous

PHP

Programming languages

WordPress

Blogs

Google Analytics

Analytics

Frequently asked questions

Peace Of Mind Wealth Management is located in Raleigh, North Carolina, US.

You can reach Peace Of Mind Wealth Management at +19197878866.

Peace Of Mind Wealth Management generates an estimated annual revenue of $1,197,770. This revenue figure reflects the company's market position and business performance in its industry.

Peace Of Mind Wealth Management has an estimated valuation of $3,900,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Peace Of Mind Wealth Management was founded in 2000, making it 26 years old. The company has established itself as a significant player in its industry over this time.

Peace Of Mind Wealth Management has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.