WealthPath Investment AdvisorsWealthpath Investment Advisors render services in financial, retirement plannings, tax efficiency, risk management & investment strategies.
Suggest an EditWealthPath Investment Advisors Information, Including Revenue, Investors, Funding, Competitors & Key Metrics
Pensionmark Financial Group, LLC (“Pensionmark”) is an investment adviser registered under the Investment Advisers Act of 1940. Financial Advisors at Pensionmark may also be registered representatives of St. Bernard Financial Services, Inc. (member FINRA & SIPC). St. Bernard Financial Services, Inc. and Pensionmark are non-affiliated entities.
Pensionmark Financial Group, LLC (“Pensionmark”) is an investment adviser registered under the Investment Advisers Act of 1940. Financial Advisors at Pensionmark may also be registered representatives of St. Bernard Financial Services, Inc. (member FINRA & SIPC). St. Bernard Financial Services, Inc. and Pensionmark are non-affiliated entities.
Company Highlights
Employees
YoY Headcount Growth
Year Founded
2011
Employees12
Location (HQ)
USA
YoY Headcount Growth-7.63%
Key Metrics
Senior Hires
| Name | Linkedin Profile | Position | Date Joined |
|---|---|---|---|
| John Doe | https://www.linkedin.com/in/johndoe | CEO | CEO |
| Jane Doe | https://www.linkedin.com/in/janedoe | CTO | CTO |
| John Smith | https://www.linkedin.com/in/johnsmith | CFO | CFO |
| Jane Smith | https://www.linkedin.com/in/janesmith | COO | COO |
Financial Services
- Keystone Financial ServicesStand Together Ventures LabThe Menke GroupThe Menke GroupGrant County BankGrant County BankFanpageHapi AppGo Magnum LoansGo Magnum LoansTaxco Business ServiceValley Title GuaranteeAccuPay, Inc.Circle Advisers, Inc.Halverson & CompanyHowardSimon RetirementMountain Capital Management, LLCGray, Callison, & Jones CPA, P.C.Munex360 / Victoire Capital HoldingsInvestment Center Advisor GroupDucenta Squared Asset ManagementCornerstone National InsuranceAllegiance Capital CorporationPaladInTexas Tax ProtestVoyage Wealth ArchitectsUnion Square VenturesRock River Family OfficeKuber FinancialKuber FinancialCary Stamp & Co, Principled Wealth AdvisorsAustin Capital TrustAtidotBreakout Capital, LLCBreakout Capital, LLCMerlin SecuritiesThird Lake Partners, LLCThird Lake Partners, LLCCWD Real Estate InvestmentWyoming Community Development AuthorityWyoming Community Development AuthorityBorderlessCBI TeamNortheast Investment Management, Inc.Fairman FinancialActors Federal Credit UnionStride Consumer PartnersA-1 Financial LendingRedding Ridge Asset ManagementILUS International IncArcane IndustriesPatriot Mortgage LLCAnalyst HubMadan+AssociatesOpenbiz.ioOne Republic, Inc. DBA One Republic MortgageSecurance FinancialNobleBank & TrustWorthington Financial PartnersALTICornerstone Advisors Asset Management, LLCOxford FundsOxford FundsATIFATIFMeijer Credit UnionPSE Credit UnionTelos Capital Management, Inc.Integrity Viking FundsADMIN Partners, LLC.ADMIN Partners, LLC.Pathfinder Wealth AdvisorsPathfinder Wealth AdvisorsDayMet Credit UnionBCI - Brokerage Consultants IncMFO MANAGEMENT COMPANYIllinois State Board of InvestmentJumpScaleJumpScaleModoc Tribe Financial Services AuthorityFlex Payment SolutionsINO.com, Inc.Atlantic-Pacific Processing Systems NV, Corp.Atlantic-Pacific Processing Systems NV, Corp.Noviant IncMain ManagementMain ManagementStone Rudolph & Henry, PLCGARCIA HAMILTON & ASSOCIATES, L.P.Milberg Factors, Inc.ModoModoGuidedChoiceGuidedChoiceGF Capital Management & Advisors, LLCCounsel FinancialCounsel FinancialAramar Capital Group, LLCAnthony Brunson PASIMa
Finance
- Stand Together Ventures LabDakota Venture GroupAccuPay, Inc.Ducenta Squared Asset ManagementCornerstone National InsuranceUnion Square VenturesRock River Family OfficeAtidotMerlin SecuritiesThird Lake Partners, LLCCWD Real Estate InvestmentWyoming Community Development AuthoritySunset Strategic BrandsStride Consumer PartnersALTIOxford FundsADMIN Partners, LLC.Main ManagementGuidedChoiceCounsel FinancialAnthony Brunson PASquareOne CapitalCorrado Financial GroupBrighton SecuritiesVision Home MortgageBoston Harbor AngelsSlingshot FinanceCaduceus Capital Partners, LLCTEMPOEIU VenturesViscogliosi BrothersMVTRACCollective2A+ Mortgage Services, Inc. NMLS#259353MagnaBetter Rate MortgageEB5 UNITED OKEECHOBEE, LLCHealth Insurance InnovationsChaos Home Loans LLCSole Source Capital LLCCitrine AngelsThe Cascade365 Family of CompaniesDalmore GroupVida Ventures, LLCMediPay Compliance ConsultantsHUmaMagic-Wrighter, Inc.Forte Global, Inc.ACR & CompanyCathay InnovationBlueBird, CPAsEII Capital Management, Inc.Enhanced Software Products, Inc. (ESP)Fulling Management & Accounting, Inc.Top Flight FinancialLendUpInvesting DailyFirst National Bank of NWAClarus CapitalGreat Rock CapitalAdaptive Investment Solutions, LLCCommercial Capital BankNoble Gold InvestmentsGlobal Equity FinanceCredit MountainCampusLogicAmplifi LabsSaasAntKulzer & DiPadova, P.A.Station 31 PartnersCAcheBluePath FinanceSaverLifeSoftware Solutions Inc.Boxley GroupAIC Capital, LLCIntersouth PartnersRayhons FinancialFundRxSlabDiTRONICS Financial ServicesAccountingproseGems N LoansFinmarkSymbex CompaniesRedwood FinancialThe Tuttle Group at CrossCountry MortgageArcher Investment CorporationImmediateBudgytValueScopeAGMSRanger Investment ManagementFirst National Bank of AbseconeProdigy FinancialMidwestern SecuritiesSuperstateEdvisorsDominion Leasing SoftwareAnastasi, Moore & Martin PLLC
Advice
- The Menke GroupAthena Real Estate, LLCOxford FundsADMIN Partners, LLC.GuidedChoiceAnthony Brunson PAThe Law Offices of Thomas Kerns McKnightSustainabiliDPorter White & CompanyLowe Stein, LLCKFMC Health Improvement PartnersBetterWhoTechnical Risk UnderwritersWalker GlantzKPP FinancialSC DigitalADRIAN PHILIP THOMAS PAFTS US Inc.Goelzer Investment ManagementSnow Jensen & Reece, P.C.Efficient AdvisorsClaggett & Sykes Law FirmCrossroads MAHenningson & Snoxell, Ltd.Dalmore GroupThe Angeletti Group, LLCWinkler Kurtz, LLPParady Financial GroupAlternativCarvant Financial LLCJ Strategies, Inc.eVantageTop Flight FinancialGreyling Insurance Brokerage & Risk Consulting, a division of EPICTruTeam Staffing AdvisorsKulzer & DiPadova, P.A.mPuraREV BirminghamGenerali U.S. BranchU.S. Black Chambers, Inc.TechSolveKSMB Associates, IncBoxley GroupRayhons FinancialH.C. Park & Associates, PLCArcher Investment CorporationCloud Realty, LLCFirst Tryon AdvisorsValueScopeStein Mitchell Beato & Missner LLPAnastasi, Moore & Martin PLLCMississippi Hospital AssociationGreater Rochester Chamber of CommerceAccell Global Risk Solutions, IncHoulihan CapitalStratford EngineeringCitizens for Responsibility and Ethics in Washington (CREW)Voler Strategic AdvisorsIndependent Advisor AllianceBelpointeCorbally, Gartland and Rappleyea, LLPBaltimore-Washington Financial AdvisorsLincoln Derr PLLCThe Latino CoalitionCoresight ResearchHickey Smith Dodd LLPHarrison Hayes, LLCIowa Council of Health Care Assistants(TIG) The Innovation GroupGate One GroupGrowthLab Finance-as-a-ServiceSoboCreative Wealth ManagementMachete GroupOwners in HonorEgenberg Trial LawyersCAUSE+EFFECT StrategyAcquiraWestEnd AdvisorsBusiness & Estate Advisers, Inc.AmeriVet Securities, Inc.National Women's Business CouncilAlpaxATW Health SolutionsLewis & Llewellyn LLPSolutions Sync LLCPEP HousingThe Croner CompanyCastleArk Management, LLCRedRidgeSachs Sax Caplan, P.L.Mount Yale Capital GroupSage Law Partners, LLCBogart WealthGCAM | Global Cultural Asset ManagementStroudwaterHull & Chandler, P.A.Rigby Financial GroupSellwood ConsultingThe Association of Dental Support Organizations (ADSO)
Risk Management
- Strategic Security Solutions (S3)ECIBDucenta Squared Asset ManagementBerkley Public Entity (a Berkley Company)Energy Edge ConsultingWestern AgencyPathfinder Wealth AdvisorsGovernance & Accountability Institute, Inc.Amplifier SecurityCompylPERse (Power.Energy.Risk)OnSiteIQInsurateGreyling Insurance Brokerage & Risk Consulting, a division of EPICCapital Markets AdvisorsCannasure Insurance Services, a subsidiary of One80 IntermediariesParcion Private WealthIronRoadCatchProbeAdministrative Concepts, IncProject Management AcademyEnergy Advisory ServiceNewsCatcherSECNOLOGYPennJersey Environmental ConsultingWebacyRCP, Alera Group, LLCCertificate HeroC2 SolutionsCannabisBPOSafeGuard CyberConvelo Insurance GroupKaren Clark & CompanyStrategyBRIXDasceqAssurex GlobalSQN Banking SystemsLeonardo247, Inc.Leeloo TradingValueHealth Benefit AdministratorsSpinnaker Consulting GroupCYRISMAGeoQuantCritical Environments Professionals, IncEnvironmental Risk Innovations (ERI)ThinkGardE2 Project Management, LLC (E2PM)SaltyCloudSwisherGroup, Ltd.DaizyDigital Prime TechnologiesTemplar Titan, Inc.ProfitGuard LLCWILLCOR, IncFerretMidtown Commercial RealtyArgos RiskRival SystemsNowigenceIKERD Consulting, LLCAscent Risk Management GroupEastern Contractors CorporationQubeRoot AnalyticsEthicalHat Cyber SecurityCFO HubOtterizePrevianceRiskcast SolutionsOneRepFront Door RealtyVaultedgeAllonhillDigital Defense by HelpSystemsAdapt ReadyExponential ExchangePinpoint PaymentsSnowscapesCyvatar.aiAdvanced ReportingPallas Capital AdvisorsSightSpan, IncInfusive Asset ManagementTrinity Safety GroupFlood Risk AmericaThe PRS Group Inc.St. Bonaventure University Students in Money ManagementTower Street InsuranceTangible SecurityBankuishRaft InternationalACrePhillips Insurance AgencyERiskGlobal Risk Management SolutionsAltrinsic Global Advisors, LLCEnergetic InsuranceWorth AIARTISAN Capital GroupHerbert L. Jamison & Co., LLCAlliance Investments Management LLC
Wealth Management
- Porter White & CompanyMadison Global Partners, LLCKPP FinancialGoelzer Investment ManagementEdge FocusVyzerGlobcal InternationalEagle Rock, A Greenberg & Rapp CompanyChicago Partners Wealth AdvisorsSFMG Wealth AdvisorsBenefit Bank DistributorsBeck Bode, LLCBelpointeEQUITYMULTIPLECreative Wealth ManagementETFLogicMcGinty Road PartnersOld North State TrustRepublic Capital Group.Resource Consulting GroupFour Points Capital Partners, LLCMount Yale Capital GroupVELA Investment Management, LLCTranscend Capital AdvisorsVigilant Wealth ManagementLongboard Asset ManagementRetirement Planning SpecialistsDaizyThe Lovins GroupMoody Insurance WorldwideFocused Wealth ManagementBenedetti, Gucer & AssociatesLDS INVESTMENTSTownSquare CapitalContinuity Family Business ConsultingFiComm PartnersIPX RetirementCROSBY & HENRY, INC.Ardmore Banking Advisors, Inc.The Paskin GroupAustin Trust Company22nd State BankAcorn Financial ServicesBadgley Phelps Wealth ManagersBrown Capital ManagementCompass Ion AdvisorsKathmere Capital ManagementFinTech AutomationAFS Financial Group, A HUB International CompanyPallas Capital AdvisorsSportstars, Inc.Auctus Capital PartnersLinkwell HealthEnduring VenturesExirioLifeYieldHigh Point Capital Group Planning & Wealth ManagementMcLean Asset ManagementGA GLOBAL MARKETS, LLC2DOLife.comWT Wealth ManagementRimrock Capital Management, LLCKKM FinancialCanter WealthCapSyncFortis Capital AdvisorsAlkymiLifeLine Financial GroupClients First FinancialCareReview, Inc.PeachCapOne Financial ServicesIrenic Mayfair LLCtru IndependenceJacques FinancialTransform WealthBerman McAleer, LLCInvstSecfiDSWD Fosters HopeYieldXWentworth Management ServicesWoodforest Wealth StrategiesPreserve GoldSABRE Financial Services, LLC.Harness WealthRMR Wealth Builders, Inc.Causey Demgen & Moore P.C.Financial GravityGary R. Bozel & Associates, P.A.Cruise & AssociatesAstira Capital PartnersCitizen Advisory GroupMinutemen Fixed Income FundSaint Joseph InternationalMonte Financial Group LLCBanyan Hill PublishingKudu Investment Management, LLC.The Welch GroupWellthi