Positive Planning Wealth Advisors
Financial Services • 
Midlothian, Texas, United States • 1-10 Employees
Company overview
| Headquarters | Midlothian, Texas, United States |
| Phone number | +12148178049 |
| Website | |
| NAICS | 52 |
| Founded | 2024 |
| Employees | 1-10 |
Key Contact at Positive Planning Wealth Advisors
Shawn Mechler
Owner / Director of Financial Services
Positive Planning Wealth Advisors Email Formats
Positive Planning Wealth Advisors uses 1 email format. The most common is {first initial}.{last name} (e.g., j.doe@positiveplanningwa.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@positiveplanningwa.com | 100% |
About Positive Planning Wealth Advisors
Avantax is a distinct community within Cetera Wealth Services, LLC. Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. www.finra.org www.sipc.org Please visit www.avantaxwealthmanagement.com/social_policy for more information.
Positive Planning Wealth Advisors 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 |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Positive Planning Wealth Advisors has never raised funding before.
Positive Planning Wealth Advisors Tech Stack
Discover the technologies and tools that power Positive Planning Wealth Advisors's digital infrastructure, from frameworks to analytics platforms.
JavaScript libraries
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Security
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JavaScript libraries
CDN
JavaScript libraries
Marketing automation
Security
Analytics
Analytics
Ireland
United Kingdom
Frequently asked questions
4.8
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