Peak Wealth Management Revenue

Financial Services • Sydney, New South Wales, Australia • 1-10 Employees

Peak Wealth Management revenue & valuation

Annual revenue	$256,665
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$821,328
Total funding	No funding

Key Contact at Peak Wealth Management

Yong Liu

Founder and Managing Principal

Company overview

Headquarters	Sydney, New South Wales, Australia
Phone number	+613374568480
Website	peakwm.com.au
NAICS	52
SIC	641
Keywords	Budgeting, Equities, Investment Advice, Tax Planning, Financial Advice, Lending, Investment Analysis, Financial Planning, Estate Planning, Debt Strategies, Property Advice, Shares, Superannuation Advice, Tax Minimisation, Personal Insurance Advice, Cash Flow Advice
Founded	2018
Employees	1-10
Socials

Peak Wealth Management Email Formats

Peak Wealth Management uses 1 email format. The most common is {first initial} (e.g., j@peakwm.com.au), used 100% of the time.

Format	Example	Percentage
{first initial}	j@peakwm.com.au	100%

About Peak Wealth Management

We are Sydney based Financial Advisers that work intimately with you to make informed financial decisions in a tried, tested and organised manner for the long term. PeakWM is a privately owned boutique financial services firm. Our effective and efficient business structure is designed to provide each individual client with unique, detailed and quality advice. We have built our service offerings to ensure that it is in the best interest of our clients. We understand that time is a valuable asset for all our clients, thus our aim is to make your experience as smooth as possible. We have developed strong relationships with other professionals to enhance our clients experience and provide a comprehensive service. What we can do to help you reach the Peak! Our business is designed to provide you with the most important commodity, 'time.' Through our extensive knowledge and experience, our financial planning service includes the following: - Cash flow management - Superannuation strategies - Personal protection strategies - Estate planning strategies - Tax planning - Investment strategies (including shares, properties, managed funds and exchange traded funds) - Asset protection - Lending strategies

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Employees by Department

Peak Wealth Management has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Peak Wealth Management has never raised funding before.

Peak Wealth Management Tech Stack

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

Gravity Forms

Form builders

WP Rocket

Caching

Swiper

JavaScript libraries

MailChimp for WordPress

Marketing automation

Google Maps

Maps

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

jQuery

JavaScript libraries

HTTP/3

Miscellaneous

PHP

Programming languages

WordPress

Blogs

Divi

Page builders

Frequently asked questions

Peak Wealth Management is located in Sydney, New South Wales, AU.

You can reach Peak Wealth Management at +613374568480.

Peak Wealth Management generates an estimated annual revenue of $256,665. This revenue figure reflects the company's market position and business performance in its industry.

Peak Wealth Management has an estimated valuation of $821,328. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Peak Wealth Management was founded in 2018, making it 8 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at Peak Wealth Management

Yong Liu

Founder and Managing Principal

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