Palomar Wealth
Likely to Engage tag.Highly Engaged Employees

Finance · Illinois, United States · 1-10 Employees

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Overview

Headquarters

4500 N Prospect Rd Ste 200, Peoria, Illi...

Phone Number

(309) 691-9600

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Palomar Wealth

PalomarWealth offers a range of financial services including financial planning, investment management, retirement planning, insurance strategies, and estate planning. The company aims to help clients achieve financial wholeness by creating customized strategies that align with their values and goals. They prioritize building trust and lasting relationships with clients, guided by Christian values. PalomarWealth serves individuals and families looking to secure their financial future and legacy.Explore more
Palomar Wealth's Social MediaPopular SearchesPalomar WealthPalomarWealthSIC Code 62,628NAICS Code 52,523Show more

Palomar Wealth Org Chart

PhoneEmail
KS
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Chief Operating Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Palomar Wealth

<$5M
1-10
Private
-
2020
KS
Kelly SchuetzChief Operating Officer
<$5M
1-10
Private
-
2000
<$5M
1-10
Private
-
-
DS
Deborah SwansonFinancial Strategist
<$5M
1-10
Private
-
2014
CC
Christina CaldwellPresident & CEO
<$5M
1-10
Private
-
1999
<$5M
1-10
Private
-
-
BC
Brian CollinsChief Investment Officer
<$5M
1-10
Private
-
-
Tyler Huck, Owner and President at Huck Financial
Tyler HuckOwner and President
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Palomar Wealth Tech Stack

A closer look at the technologies used by Palomar Wealth

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Frequently Asked Questions Regarding Palomar Wealth

What is Palomar Wealth's official website?
Palomar Wealth's official website is www.palomarwealth.com
What is Palomar Wealth's Revenue?
Palomar Wealth's revenue is <$5 Million
What is Palomar Wealth's SIC code?
Palomar Wealth's SIC: 62,628
What is Palomar Wealth's NAICS code?
Palomar Wealth's NAICS: 52,523
How many employees does Palomar Wealth have?
Palomar Wealth has 1-10 employees
What industry does Palomar Wealth belong to?
Palomar Wealth is in the industry of: Finance, Insurance, Securities Trading
What is Palomar Wealth competition?
Palomar Wealth top competitors include: Omega Investment Partners, Golden Corner Wealth Advisors, Huck Financial, Riveroak Wealth Management
What technology does Palomar Wealth use?
Some of the popular technologies that Palomar Wealth uses are: DocuSign, Cloudflare Website Optimization, Microsoft 365, Google Tag Manager
How do I contact Palomar Wealth?
Palomar Wealth contact info: Phone number: (309) 691-9600 Website: www.palomarwealth.com
What does Palomar Wealth do?

PalomarWealth offers a range of financial services including financial planning, investment management, retirement planning, insurance strategies, and estate planning. The company aims to help clients achieve financial wholeness by creating customized strategies that align with their values and goals. They prioritize building trust and lasting rela... tionships with clients, guided by Christian values. PalomarWealth serves individuals and families looking to secure their financial future and legacy.Read More

What are Palomar Wealth social media links?
Palomar Wealth Linkedin page Palomar Wealth Twitter page Palomar Wealth Facebook page
Is Palomar Wealth a public company?
Palomar Wealth is private company therefore does not currently have an official ticker symbol
See more information about Palomar Wealth

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