Newpark Wealth Management

Finance · Utah, United States · 1-10 Employees

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Overview

Headquarters

2720 Homestead Rd Ste 140, Park City, Ut...

Phone Number

(435) 565-4410

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
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1
1
1
1

About Newpark Wealth Management

Newpark Wealth Management is a financial advisory firm located in Park City, Utah, specializing in retirement and financial planning for individuals over the age of 50. They offer services such as retirement income planning, social security timing, and investment management, focusing on helping clients achieve their financial goals. The firm operates with a fiduciary standard and provides both in-person and remote consultation options. Their approach emphasizes understanding clients' needs and creating tailored investment strategies based on individual financial plans.Explore more
Popular SearchesNewpark Wealth ManagementNewpark Wealth Management - LLCNewpark Wealth Management LLCSIC Code 62,628NAICS Code 52,523Show more

Newpark Wealth Management Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Newpark Wealth Management

<$5M
1-10
Private
-
2016
MS
Matthew SeppanenFinancial Advisor
<$5M
1-10
Private
-
2014
MS
Molly SullivanClient Service Coordinator
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
AM
Annette MachemehlAdvisor Support Specialist
<$5M
1-10
Private
-
2011
KC
Keri CruzDirector of Impressions, Administrative Assistant
<$5M
1-10
Private
-
2019
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Newpark Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Newpark Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Newpark Wealth Management.

Newpark Wealth Management Tech Stack

A closer look at the technologies used by Newpark Wealth Management

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Frequently Asked Questions Regarding Newpark Wealth Management

What is Newpark Wealth Management's official website?
Newpark Wealth Management's official website is www.newparkwealth.com
What is Newpark Wealth Management's Revenue?
Newpark Wealth Management's revenue is <$5 Million
What is Newpark Wealth Management's SIC code?
Newpark Wealth Management's SIC: 62,628
What is Newpark Wealth Management's NAICS code?
Newpark Wealth Management's NAICS: 52,523
How many employees does Newpark Wealth Management have?
Newpark Wealth Management has 1-10 employees
What industry does Newpark Wealth Management belong to?
Newpark Wealth Management is in the industry of: Finance, Securities Trading
What is Newpark Wealth Management competition?
Newpark Wealth Management top competitors include: Bay Harbor Wealth Management, Covenant Wealth Advisors, Vibrance Wealth Management, Fig Tree Wealth Management
What technology does Newpark Wealth Management use?
Some of the popular technologies that Newpark Wealth Management uses are: Google Cloud DNS, Google Universal Analytics, Squarespace Online Stores, Google Cloud Platform
How do I contact Newpark Wealth Management?
Newpark Wealth Management contact info: Phone number: (435) 565-4410 Website: www.newparkwealth.com
What does Newpark Wealth Management do?

Newpark Wealth Management is a financial advisory firm located in Park City, Utah, specializing in retirement and financial planning for individuals over the age of 50. They offer services such as retirement income planning, social security timing, and investment management, focusing on helping clients achieve their financial goals. The firm operat... es with a fiduciary standard and provides both in-person and remote consultation options. Their approach emphasizes understanding clients' needs and creating tailored investment strategies based on individual financial plans.Read More

Is Newpark Wealth Management a public company?
Newpark Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Newpark Wealth Management

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