Shank Wealth Management Revenue

Financial Services • Houston, Texas, United States • 1-10 Employees

Shank Wealth Management revenue & valuation

Annual revenue	$4,323,975
Revenue per employee	$1,081,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$13,900,000
Total funding	No funding

Key Contact at Shank Wealth Management

Bill Shank

CEO & Founder

Company overview

Headquarters	2627 Chestnut Ridge, Suite 260, Kingwood, TX 77339, US
Phone number	+18883593133
Website	shankwm.com
NAICS	52
SIC	736
Keywords	Tax Planning, Asset Protection Planning, Retirement Planning, Estate Planning, Investment Management
Founded	2006
Employees	1-10
Socials

Shank Wealth Management Email Formats

Shank Wealth Management uses 1 email format. The most common is {first initial}.{last name} (e.g., j.doe@shankwm.com), used 100% of the time.

Format	Example	Percentage
{first initial}.{last name}	j.doe@shankwm.com	100%

About Shank Wealth Management

Shank Wealth Management is an independent Wealth Management firm with a consistent, disciplined process. We are a team of Financial Planners with more than 50 years of combined experience helping clients meet objectives well beyond their investment goals. Our clients receive sophisticated financial planning, portfolio management, and personalized client services. Securities Offered Through LPL Financial, A Registered Investment Adviser. Member FINRA/SIPC. www.finra.org and www.sipc.org Investment advice offered through Symphony Financial, Ltd., Co., a registered investment advisor. Symphony Financial, Ltd., Co. and Shank Wealth Management, LLC are separate entities from LPL Financial. The LPL Financial registered representatives associated with this page may only discuss and/or transact securities business with residents of the following states: AR, CA, CO, FL, GA, LA, MT, ND, SC, TX "Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness."

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Employees by Department

Shank Wealth Management has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Shank Wealth Management has never raised funding before.

Shank Wealth Management Tech Stack

Discover the technologies and tools that power Shank Wealth Management's digital infrastructure, from frameworks to analytics platforms.

Cloudflare

CDN

Modernizr

JavaScript libraries

Amazon S3

CDN

Amazon Web Services

PaaS

Awesomplete

Search engines

Cloudflare Bot Management

Security

jQuery

JavaScript libraries

Google Tag Manager

Tag managers

GoDaddy

Hosting

FMG Suite

Marketing automation

HSTS

Security

FancyBox

JavaScript libraries

Frequently asked questions

Shank Wealth Management is located in Houston, Texas, US.

You can reach Shank Wealth Management at +18883593133.

Shank Wealth Management generates an estimated annual revenue of $4,323,975. This revenue figure reflects the company's market position and business performance in its industry.

Shank Wealth Management has an estimated valuation of $13,900,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Shank Wealth Management was founded in 2006, making it 20 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at Shank Wealth Management

Bill Shank

CEO & Founder

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