Portman Wealth
Finance · Kentucky, United States · 11-50 Employees
View Company Info for Free
Overview
Headquarters
227 W John Rowan Blvd, Bardstown, Kentuc...Phone Number
(502) 331-8370Website
www.retirewithpwm.comRevenue
$6 MillionIndustry
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
1
1
About Portman Wealth
Portman Wealth Management specializes in providing financial, investment, and retirement planning services primarily to retirees, individuals within 15 years of retirement, and small business owners. Located in Bardstown, Kentucky, the firm focuses on understanding clients' personal situations, dreams, and risk tolerances to create tailored financial plans. The company is committed to helping clients secure their financial futures and achieve their goals. Patrick Portman, a CERTIFIED FINANCIAL PLANNER professional, leads the firm with a dedication to client care and education.Explore more
Portman Wealth Org Chart
Sell smarter with deeper company insights.
ZoomInfo gives you access to real-time firmographics, buying signals, org charts, and decision-makers - helping your GTM teams prioritize accounts, personalize outreach with AI-driven automation, and close deals faster.
Is Portman Wealth your ideal customer? 
Let us give you the heads up on whether it's a good time to reach out
Congratulate Masked Content for being promoted to Masked Content at Portman Wealth
Check if Portman Wealth has recently received funding, and reach out quickly before it becomes old news!
Competitive Alert! Recent activity has been detected by your competitor Masked Content
Click to see if Portman Wealth had a recent Job posting/layoffs
Earning: See what the market has to say on Portman Wealth recently announced quarterly report
Website visits: Recent activity has been detected on your website
Portman Wealth, which may be a good buyer, showed buying intent in Masked Content Topic
Product Launch: Get notified when Portman Wealth launches new products
Check out if Portman Wealth is spiking on competitors!
Funding: Get notified immidiatlly once Portman Wealth has new funding data
Recommended Actions
Find VP level buyers at Portman Wealth
Find 2 more new buyers
Compare Similar Companies to Portman Wealth
Compare insights from companies similar to Portman Wealth, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.
Revenue
Number of Employees
Type
Funding
Founded In
Company Profile Activity
Activity Insights
Portman Wealth is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Portman Wealth is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Portman Wealth.
Portman Wealth Tech Stack
A closer look at the technologies used by Portman Wealth
Top Finance Companies
Frequently Asked Questions Regarding Portman Wealth
Sign Up For FreeTo access detailed company insights
Portman Wealth Management specializes in providing financial, investment, and retirement planning services primarily to retirees, individuals within 15 years of retirement, and small business owners. Located in Bardstown, Kentucky, the firm focuses on understanding clients' personal situations, dreams, and risk tolerances to create tailored financi... Read More
