Passage Wealth Advisors

Finance · Washington, United States · 1-10 Employees

View Company Info for Free

Overview

Headquarters

1700 7th Ave Ste 2000, Seattle, Washingt...

Phone Number

(206) 464-5050

Revenue

<$5 Million

Industry

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

About Passage Wealth Advisors

Passage Wealth Advisors LLC is an independent financial consulting firm based in Seattle, specializing in customized financial solutions for high net worth individuals, business owners, family offices, foundations, retirement plans, and corporations with significant investable assets. Founded by Michael Passage, the firm offers a range of services including investment advice, retirement planning, estate management, and tax strategies, ensuring unbiased and objective guidance. With over 40 years of experience, the firm is committed to providing impeccable service and diversified financial resources tailored to individual client needs. They also collaborate with Cetera Advisors LLC to extend their financial and investment services to business owners and their employees.Explore more
Passage Wealth Advisors's Social MediaPopular SearchesPassage Wealth Advisors LLCSIC Code 62,628NAICS Code 52,523Show more

Passage Wealth Advisors Org Chart

Michael Passage, Chairman and Chief Executive Officer at Passage Wealth Advisors
United States flag for contact location.

Chairman and Chief Executive Officer

PhoneEmail

Is Passage Wealth Advisors your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to Passage Wealth Advisors

Compare insights from companies similar to Passage Wealth Advisors, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Passage Wealth Advisors

<$5M
1-10
Private
-
2006
Michael Passage, Chairman and Chief Executive Officer at Passage Wealth Advisors
Michael PassageChairman and CEO
$8.7M
11-50
Private
-
-
SS
Stacy SachsFinancial Advisor
<$5M
11-50
Private
-
2008
<$5M
1-10
Private
-
2010
RP
Ryan PeelerFinancial Planning Assistant
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2011
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Passage Wealth Advisors Tech Stack

A closer look at the technologies used by Passage Wealth Advisors

Top Finance Companies

Frequently Asked Questions Regarding Passage Wealth Advisors

What is Passage Wealth Advisors's official website?
Passage Wealth Advisors's official website is www.passagewealthadvisors.com
What is Passage Wealth Advisors's Revenue?
Passage Wealth Advisors's revenue is <$5 Million
What is Passage Wealth Advisors's SIC code?
Passage Wealth Advisors's SIC: 62,628
What is Passage Wealth Advisors's NAICS code?
Passage Wealth Advisors's NAICS: 52,523
How many employees does Passage Wealth Advisors have?
Passage Wealth Advisors has 1-10 employees
What industry does Passage Wealth Advisors belong to?
Passage Wealth Advisors is in the industry of: Finance, Securities Trading
What is Passage Wealth Advisors competition?
Passage Wealth Advisors top competitors include: Sachs Financial Servic, Provident Wealth Management Group, Wealth Development Group, Copper Canyon Wealth Management
What technology does Passage Wealth Advisors use?
Some of the popular technologies that Passage Wealth Advisors uses are: Cloudflare Website Optimization, Proofpoint, Google Tag Manager, Font Awesome
How do I contact Passage Wealth Advisors?
Passage Wealth Advisors contact info: Phone number: (206) 464-5050 Website: www.passagewealthadvisors.com
What does Passage Wealth Advisors do?

Passage Wealth Advisors LLC is an independent financial consulting firm based in Seattle, specializing in customized financial solutions for high net worth individuals, business owners, family offices, foundations, retirement plans, and corporations with significant investable assets. Founded by Michael Passage, the firm offers a range of services... including investment advice, retirement planning, estate management, and tax strategies, ensuring unbiased and objective guidance. With over 40 years of experience, the firm is committed to providing impeccable service and diversified financial resources tailored to individual client needs. They also collaborate with Cetera Advisors LLC to extend their financial and investment services to business owners and their employees.Read More

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

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.