Peak360 Wealth Management Revenue
Financial Services • 
2633 Camino Ramon, Suite 452, United States • 11-20 Employees
Peak360 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 Peak360 Wealth Management
Patrick Kelley
Founder + Ceo: Chartered Financial Consultant
Erika Alvarado
Director Of Operations
Company overview
| Headquarters | 2633 Camino Ramon, Suite 452, San Ramon, California 94583, US |
| Phone number | +15127768400 |
| Website | |
| NAICS | 52 |
| SIC | 736 |
| Founded | 2019 |
| Employees | 11-20 |
| Socials |
Peak360 Wealth Management Email Formats
Peak360 Wealth Management uses 2 email formats. The most common is {first name}{last name} (e.g., johndoe@peak360wealth.com), used 81.2% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@peak360wealth.com | 81.2% |
{first initial}{last name} | jdoe@peak360wealth.com | 18.8% |
About Peak360 Wealth Management
Peak360 Wealth Management helps successful individuals, families and businesses get above the day-to-day, see where they want to go, and understand how to get there. We are more than just financial advisors, and we want our clients to experience more than just incremental financial returns. We have higher expectations: Rise Beyond. Peak360 Wealth Management plans are never static — we look at your life situation, market changes, and product strategies as we optimize your strategy over time. Every plan is unique, but all fall into one of five planning strategies we help optimize… -FINANCIAL ACCUMULATION -FINANCIAL PRESERVATION -RETIREMENT INCOME -WEALTH DISTRIBUTION -BUSINESS SUCCESSION AND DISTRIBUTION Peak360 Wealth Management is proud to be an Owner-Firm of Lion Street, Inc., a leading national financial services company owned by fiercely independent financial advisors. Based in Austin, Texas, Lion Street comprises an elite network of firms who specialize in financial solutions for affluent individuals, family offices, business owners and corporate clients. As Owner-Firms we gain favored access to insurance carriers and financial institutions — and the products and services they offer — which enhances our ability to meet the complex planning requirements of our clients. Securities offered through Lion Street Financial, LLC. (LSF), member FINRA & SIPC. Investment Advisory Services offered through Lion Street Advisors, LLC. LSF is not affiliated with PEAK360 Wealth Management, LLC.
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Peak360 Wealth Management has 6 employees across 3 departments.
Departments
Number of employees
Funding Data
Peak360 Wealth Management has never raised funding before.
Peak360 Wealth Management Tech Stack
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Frequently asked questions
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