Wealthmark Advisors Revenue
Investment Management • 
Silverdale, Washington, United States • 1-10 Employees
Wealthmark Advisors revenue & valuation
| Annual revenue | $684,440 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $2,200,000 |
| Total funding | No funding |
Key Contact at Wealthmark Advisors
Kevin J. Pentz
Founder And Senior Wealth Advisor
Company overview
| Headquarters | 2819 NW Kitsap Pl, Suite 201, Silverdale, Washington 98383, US |
| Phone number | +13605162400 |
| Website | |
| NAICS | 5231 |
| Keywords | Investment Advice, Retirement Planning, Portfolio Management, Financial Planning, Employee Stock Options, Federal Employees, Tech Employees |
| Founded | 2021 |
| Employees | 1-10 |
Wealthmark Advisors Email Formats
Wealthmark Advisors uses 1 email format. The most common is {first initial} (e.g., j@wealthmarkgroup.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@wealthmarkgroup.com | 100% |
About Wealthmark Advisors
It’s about you! Our goal is to serve you with holistic advice, fiduciary care, and exceptional results. We are with you. Through the best and the most challenging of times, it is our goal to walk alongside our clients. This can be as you transition into retirement or a new job, sending your kids off to college, through the loss of a loved one, or a difficult time in the economy and markets. We walk with you because these moments are when our relationship matters most! We know you want to leave a lasting mark on our world. You have dreams and we want to help make those dreams come true. Our firm is about more than wealth management. It’s about the impact that you can leave on the world. Are you ready? Let's Go Make a Difference! The Investment Advisor Representatives (IARs) use the trade name/DBA Wealthmark Advisors. All securities and advisory services are offered through Commonwealth Financial Network®, member https://www.FINRA.org / https://www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network. The Financial Advisor(s) associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s Broker Check for a list of current registrations. Review our Terms of Use: https://www.commonwealth.com/termsofuse.html.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Wealthmark Advisors has 5 employees across 4 departments.
Departments
Number of employees
Funding Data
Wealthmark Advisors has never raised funding before.
Wealthmark Advisors Tech Stack
Discover the technologies and tools that power Wealthmark Advisors's digital infrastructure, from frameworks to analytics platforms.
CDN
JavaScript libraries
CDN
PaaS
Search engines
Security
JavaScript libraries
Tag managers
Marketing automation
Security
JavaScript libraries
Miscellaneous
United Kingdom
Frequently asked questions
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