Peek Wealth Revenue
Financial Services • 
Carlsbad, California, United States • 1-10 Employees
Peek Wealth 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 Peek Wealth
Justin Peek
CEO & Founder
Company overview
| Headquarters | 7750 El Camino Real Ste 2E Ste 2E, Carlsbad, California 92009, US |
| Phone number | +17609944237 |
| Website | |
| NAICS | 52 |
| Employees | 1-10 |
Peek Wealth Email Formats
Peek Wealth uses 2 email formats. The most common is {first initial} (e.g., j@peekwealth.com), used 50% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@peekwealth.com | 50% |
{first name} | john@peekwealth.com | 50% |
About Peek Wealth
Peek Wealth is a boutique financial planning firm built to provide clients with personalized guidance and ever-expanding capabilities. Founded by Justin Peek, CFP®, CLTC®, CCFC®, AAMS®, after 18 years at Edward Jones, the firm was created to deliver a client-first experience rooted in clarity, practicality, and care. With 20 years of industry experience, Justin and the Peek Wealth team help individuals and families navigate life’s most important transitions—from retirement planning to college funding to preparing for long-term care. Peek Wealth’s approach combines professional expertise with an approachable, tough-loving style that makes complex topics simple and planning decisions meaningful. At the heart of the firm is a mission: to help clients define their ideal life and reduce the risks that could derail it.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Peek Wealth has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
Peek Wealth has never raised funding before.
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