Passage Wealth Employee Directory

Q: Who are Passage Wealth key employees?

Some of Passage Wealth key employees are Brad Jeffrey , Davon Bultemeier

Passage Wealth corporate office is located in 14812 1st St, Hoagland, Indiana, 46745, United States and has 1-10 employees.

passage wealth

Employees by Department

Departments

Number of employees

C-Suite

Operations

Finance

Key Employees of Passage Wealth

Brad Jeffrey
Chief Operating Officer
PhoneEmail
DB
Davon Bultemei...
President
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail

Passage Wealth Global Presence

Location	People at location
North America	1-10

Index of contact profiles from Passage Wealth

Hundreds of professionals searching for Passage Wealth have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

DB
Davon Bultemeier
Email Direct
President
United States , Indiana , Hoagland

Brad Jeffrey
Email Direct
Chief Operating Officer
United States , Indiana , Hoagland

BG
Brooks Gerke
Email Direct
Wealth Advsior Owner
United States , Indiana , Hoagland

MM
Melissa Mirelez
Email Direct
Client Relationship Specialist
United States , Indiana , Hoagland

JC
Joy Cappleman
Email Direct
Client Service Specialist
United States , Indiana , Hoagland

Former Employees at Passage Wealth

Explore people who held key positions, contributed to Passage Wealth's success, and advanced their careers.

AG
Adam Gottschalk
Manager, Wealth at Credent Wealth Managem...
Worked as Case Manager
at Passage Wealth
Email Direct
AT
Austin Thoms
Head Financial & of Pe... at Wealth Advisors Group
Worked as Wealth Advisor
at Passage Wealth (2018-2024)
Email Direct
MG
Mary Gruen
Wealth Associate & Ass... at Piton Wealth
Worked as Licensed Office Professional
at Passage Wealth (2020-2021)
Email Direct

Explore More

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Frequently Asked Questions Regarding Passage Wealth Employees

How many employees does Passage Wealth have?

Passage Wealth has 1-10 employees

Who are Passage Wealth key employees?

Some of Passage Wealth key employees are Brad Jeffrey, Davon Bultemeier

Where is Passage Wealth located?

Passage Wealth’s headquarters are located at 14812 1st St, Hoagland, Indiana, 46745, United States

How do I contact Passage Wealth?

Passage Wealth Contact Info: Phone number: (260) 639-6300 Website: www.passage-wealth.com

What does Passage Wealth do?

Passage Wealth specializes in financial planning and management, offering personalized wealth management services that include retirement planning, investment management, and charitable giving strategies. The company aims to provide clients with clarity and confidence in their financial journey, helping them to live their legacy every day. Their ta... Read More

Is Passage Wealth a public company?

Passage Wealth is private company therefore does not currently have an official ticker symbol

See more information about Passage Wealth Employees