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CPK Wealth Management Logo
CPK Wealth Management CB Rank
1635490
Heat Score
51
CPK Wealth Management is a consulting firm that offers risk management, insurance management, financial planning, estate and tax planning.
Founded
obfuscation
Private Fort Myers, Florida, United States1-10 www.cpkwealth.com
Consulting
Risk Management
Wealth Management
Overview

CPK Wealth Management
Heat Score
51

Growth Score
pts
in past quarter
Heat Score 51
-12 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
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Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About CPK Wealth Management

CB Rank
1635490
CPK Wealth Management is a consulting firm that offers risk management, insurance management, financial planning, estate and tax planning.
Founded
obfuscation
Private Fort Myers, Florida, United States1-10 www.cpkwealth.com
Consulting
Risk Management
Wealth Management

Key People

Details

Legal Name CPK Wealth Management, LLC
Operating Status Active
Company Type For Profit
Founders  Chad Kunc
Phone Number +1 239-230-2177
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Retirement Planning Services
Provides tailored retirement plans addressing savings, investment strategies, income management, and transition into retirement for individuals nearing or in retirement.
Risk Management Consulting
Offers analysis and strategies to identify, assess, and mitigate financial risks impacting clients' wealth and retirement plans.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Employee Profiles 1 Contacts 1

Employee Profiles

News
Technology
View Tech Report

IT Spend

$68KThis year, CPK Wealth Management is projected to spend $68K on IT, according to Aberdeen.

Active Website Tech Count

31CPK Wealth Management is actively using 31 technologies for its website, according to BuiltWith. These include IPhone / Mobile Compatible, SSL by Default, and  Viewport Meta.

Total IP

1CPK Wealth Management has 1 registered trademark in the 'Insurance; financial affairs' class, according to IPqwery.
Sub-Organizations
Frequently Asked Questions

Where is CPK Wealth Management's headquarters? CPK Wealth Management is located in Fort Myers, Florida, United States.Who are CPK Wealth Management's competitors? Alternatives and possible competitors to CPK Wealth Management may include Farther, HighTower Advisors, and  Mariner Wealth Advisors.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
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