Performance Wealth

Financial Services • Fernandina Beach, Florida, United States • 1-10 Employees

Company overview

Headquarters	85087 Christian Way, #418, Yulee, Florida 32097, US
Phone number	+19044047844
Website	theperformancewealth.com
NAICS	52
Keywords	College Planning, Retirement Planning, Portfolio Management, Life Insurance Review, Long Term Care Protection, Tax Efficient Strategies, Investment Management Analysis, Long Term Disability Coverage
Founded	2013
Employees	1-10
Socials

Key Contact at Performance Wealth

Shay Woodward

President & Founder; Private Wealth Management; Financial Planner

Performance Wealth Email Formats

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

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

About Performance Wealth

A person is more than just a net worth. Numbers are easy; we want to get to know you for you, cutting through the industry jargon and buzz words to get to the heart of what drives you. We live and work by two simple words: “Never Quit.” From initial concept to execution, we want to see your plan achieve the success you’ve always dreamed of. _________________________________________________________________________________ Securities offered through IFP Securities, LLC, dba Independent Financial Partners (IFP), member FINRA/SIPC. Investment advice offered through IFP Advisors, LLC, dba Independent Financial Partners (IFP), a Registered Investment Adviser. IFP and Performance Wealth are not affiliated. For a list of states in which we are registered to do business, please visit theperformancewealth.com

Performance Wealth revenue & valuation

Annual revenue	$2,701,791
Revenue per employee	$2,702,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$8,700,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Funding Data

Performance Wealth has never raised funding before.

Frequently asked questions

Performance Wealth is located in Fernandina Beach, Florida, US.

You can reach Performance Wealth at +19044047844.

Performance Wealth was founded in 2013, making it 13 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at Performance Wealth

Shay Woodward

President & Founder; Private Wealth Management; Financial Planner

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