Trek Wealth Solutions
Company overview
| Headquarters | 5320 Northshore Dr, North Little Rock, Arkansas 72118, US |
| Phone number | +14793355102 |
| Website | |
| NAICS | 52 |
| Keywords | Investment Management, Retirement Planning, Financial Planning, Risk Management, Tax Planning, Corporate Retirement Plans, Estate Planning Analysis |
| Founded | 2023 |
| Employees | 11-20 |
| Socials |
Trek Wealth Solutions Email Formats
Trek Wealth Solutions uses 2 email formats. The most common is {first initial} (e.g., j@mytrekwealth.com), used 63.6% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@mytrekwealth.com | 63.6% |
{first name} | john@mytrekwealth.com | 36.4% |
About Trek Wealth Solutions
Trek Wealth’s mission is to provide balanced financial solutions that empower people to do more, go further and appreciate life’s journey. For those looking to prepare for retirement while enjoying life’s experiences along the way, Trek Wealth paves the path for doing both — crafting well-planned portfolios with room for what matters most. Advisory Services are offered through Sowell Management, a Registered Investment Advisor. The company profile is for informational purposes only and its contents should not be construed as a recommendation. The information on this social media site alone cannot, and should not be used in making investment decisions. Investors should carefully consider the investment objectives, risks, charges and expenses associated with any investment. Information shared from third-party sources is for informational purposes only. It does not constitute investment advice and is not intended as an endorsement of any investment or recommendation. While Sowell Management believes information derived from third-party sources to be accurate and reliable, we do not claim or have responsibility for its completeness, accuracy or reliability. Statements of future expectations, estimates, projections and other forward-looking statements are based on available information at the time of these statements. Accordingly, such statements are inherently speculative as they are based on assumptions that may involve known and unknown risks and certainties. Actual results, performance or events may differ materially from those expressed or implied in such statements.
Trek Wealth Solutions revenue & valuation
| Annual revenue | $941,105 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $3,100,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Employees by Department
Trek Wealth Solutions has 10 employees across 4 departments.
Departments
Number of employees
Funding Data
Trek Wealth Solutions has never raised funding before.
Trek Wealth Solutions Tech Stack
Discover the technologies and tools that power Trek Wealth Solutions's digital infrastructure, from frameworks to analytics platforms.
CDN
Miscellaneous
Programming languages
Blogs
Databases
Hosting
Spain
Australia
Frequently asked questions
Key Contact at Trek Wealth Solutions
4.8
40,000 users
