Wealthmark Advisors

Finance · Washington, United States · 1-10 Employees

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Overview

Headquarters

2819 NW Kitsap Pl Ste 201, Silverdale, W...

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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1

About Wealthmark Advisors

Wealthmark Advisors specializes in financial planning and wealth management for individuals and businesses, focusing on personalized strategies tailored to specific professions such as teachers, healthcare workers, and federal employees. Their services include comprehensive wealth-building strategies, tax planning, and fiduciary guidance to help clients achieve their financial goals. The firm is associated with Commonwealth Financial Network, ensuring a high standard of advisory services. Wealthmark Advisors aims to empower clients to build a secure financial future while making a meaningful impact.Explore more
Wealthmark Advisors's Social MediaPopular SearchesWealthmark AdvisorsSIC Code 62,628NAICS Code 52,523Show more

Wealthmark Advisors Org Chart

PhoneEmail
KP
United States flag for contact location.

Founder & Advisor

PhoneEmail
GW
United States flag for contact location.

Paraplanner

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Wealthmark Advisors

<$5M
1-10
Private
-
2021
KP
Kevin PentzFounder & Advisor
$7.6M
11-50
Private
-
2002
DT
Diane TinneyGeneral Manager
$6.1M
1-10
Private
-
2006
<$5M
1-10
Private
-
2021
DC
Dustin CidorowichFinancial Planning Associate
<$5M
11-50
Private
-
2021
JD
Jamie DiRenzoInvestment Advisor
<$5M
1-10
Private
-
2014
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Wealthmark Advisors Tech Stack

A closer look at the technologies used by Wealthmark Advisors

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Frequently Asked Questions Regarding Wealthmark Advisors

What is Wealthmark Advisors's official website?
Wealthmark Advisors's official website is www.wealthmarkgroup.com
What is Wealthmark Advisors's Revenue?
Wealthmark Advisors's revenue is <$5 Million
What is Wealthmark Advisors's SIC code?
Wealthmark Advisors's SIC: 62,628
What is Wealthmark Advisors's NAICS code?
Wealthmark Advisors's NAICS: 52,523
How many employees does Wealthmark Advisors have?
Wealthmark Advisors has 1-10 employees
What industry does Wealthmark Advisors belong to?
Wealthmark Advisors is in the industry of: Finance, Securities Trading
What is Wealthmark Advisors competition?
Wealthmark Advisors top competitors include: Core Wealth Advisory, LivWell Financial, The Holben Group, Dowd Financial Group
What technology does Wealthmark Advisors use?
Some of the popular technologies that Wealthmark Advisors uses are: Cloudflare Website Optimization, Google Tag Manager, FMG Suite, Google Global Site Tag
What does Wealthmark Advisors do?

Wealthmark Advisors specializes in financial planning and wealth management for individuals and businesses, focusing on personalized strategies tailored to specific professions such as teachers, healthcare workers, and federal employees. Their services include comprehensive wealth-building strategies, tax planning, and fiduciary guidance to help cl... ients achieve their financial goals. The firm is associated with Commonwealth Financial Network, ensuring a high standard of advisory services. Wealthmark Advisors aims to empower clients to build a secure financial future while making a meaningful impact.Read More

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

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