Platinum Wealth Solutions of Texas

Financial Services • Shavano Park, Texas, United States • 21-50 Employees

Company overview

Headquarters	3255 Paesanos Parkway Suite 100, San Antonio, Texas 78231, US
Phone number	+12109985000
Websites	platinumwealthsolutionsoftexas.com pws-texas.com
NAICS	52
SIC	628
Keywords	Investments, Succession Planning, College Planning, Retirement Planning, Business Planning, Insurance, Long Term Care, Financial Planning, Investment Strategy, Qualified Retirement Plans
Founded	2010
Employees	21-50
Socials

Key Contact at Platinum Wealth Solutions of Texas

Elsa Fick

Project Director

Platinum Wealth Solutions of Texas Email Formats

Platinum Wealth Solutions of Texas uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@pws-texas.com), used 56% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@pws-texas.com	56%
{first name}{last name}	johndoe@pws-texas.com	24%
{last name}{last name}	doedoe@pws-texas.com	20%

About Platinum Wealth Solutions of Texas

At Platinum Wealth Solutions of Texas, LLC we provide sound advice and customized solutions for our clients’ personal & business planning needs. We take the time to listen and understand our clients’ unique situation. We will strategize together to create a plan that helps our clients get their financial house in order. By monitoring and reviewing the plan regularly, our clients tell us this gives them confidence knowing they are working with an advisor team with high integrity who always keeps their promises. Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. We are strongly committed to diversity and equal opportunity. finra.org sipc.org

Platinum Wealth Solutions of Texas revenue & valuation

Annual revenue	$1,967,765
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$6,300,000
Total funding	No funding

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Entry

Intern

Director

Employees by Department

Platinum Wealth Solutions of Texas has 16 employees across 4 departments.

Departments

Number of employees

Funding Data

Platinum Wealth Solutions of Texas has never raised funding before.

Platinum Wealth Solutions of Texas Tech Stack

Discover the technologies and tools that power Platinum Wealth Solutions of Texas's digital infrastructure, from frameworks to analytics platforms.

Google Hosted Libraries

CDN

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GoDaddy

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Linkedin Insight Tag

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core-js

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Google Analytics

Analytics

Frequently asked questions

Platinum Wealth Solutions of Texas is located in Shavano Park, Texas, US.

You can reach Platinum Wealth Solutions of Texas at +12109985000.

Platinum Wealth Solutions of Texas was founded in 2010, making it 16 years old. The company has established itself as a significant player in its industry over this time.

Platinum Wealth Solutions of Texas has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Platinum Wealth Solutions of Texas

Elsa Fick

Project Director

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