


Peak Wealth Partners Revenue
Financial Services • Mount Laurel, New Jersey, United States • 11-20 Employees
Peak Wealth Partners 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 Peak Wealth Partners
Jamie Baraldi
Founder And Ceo
Jamie Baraldi
Chief Executive Officer
Company overview
| Headquarters | 305 Fellowship Rd, STE 105, Mt Laurel, New Jersey 08054, US |
| Phone number | +18444273503 |
| Website | |
| NAICS | 52 |
| Keywords | Investing, Marketresearch, Financialplanning, Investmentadvice, Retirementplanning |
| Employees | 11-20 |
| Socials |
Peak Wealth Partners Email Formats
Peak Wealth Partners uses 5 email formats. The most common is {first name}.{last name}@company.com (e.g., john.doe@company.com), used 42.1% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name}@company.com | john.doe@company.com | 42.1% |
{first name}@company.com | john@company.com | 25.3% |
{first name initial}{last name}@company.com | {first name initial}doe@company.com | 14.8% |
{first name}{last name}@company.com | johndoe@company.com | 10.2% |
{last name}@company.com | doe@company.com | 7.6% |
About Peak Wealth Partners
Peak Wealth Partners is an independent financial services firm serving financially successful individuals nationally. Employing a comprehensive, yet focused, approach to your financial situation, we can provide customized investment strategies designed to help you pursue your individual needs and goals. We view this as an in-depth approach to your investment and financial life – taking into account your total asset and liability needs. Securities offered through LPL Financial, Member SIPC, sipc.org. Investment advice offered through Gladstone Institutional Advisory, LLC, a registered investment advisor. Gladstone Institutional Advisory, LLC and Peak Wealth Partners are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to the accuracy or completeness. The LPL Financial registered representatives associated with this page may only discuss and or transact business with residents of the following states: AZ, CA, CO, DE, FL, ID, IL, IN, LA, MD, MI, NC, NJ, NV, NY, OK, PA, SC, TX.
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Peak Wealth Partners has 7 employees across 6 departments.
Departments
Number of employees
Funding Data
Peak Wealth Partners has never raised funding before.
Peak Wealth Partners Tech Stack
Discover the technologies and tools that power Peak Wealth Partners's digital infrastructure, from frameworks to analytics platforms.
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Analytics
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Frequently asked questions
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