Insights

Market Position Lamkin Wealth Management operates in the financial services industry with a moderate team size of 11 to 50 employees and annual revenue estimated between 1 million and 10 million dollars, indicating potential for targeted solutions that support growth and operational efficiency.

Technology Usage The company's reliance on cloud-based tools like Cloudflare, Amazon S3, Microsoft 365, and Google Analytics presents opportunities to offer security, cloud integration, and analytics solutions to enhance their digital infrastructure.

Recent Challenges Frequent staff turnover and client migration, as seen in recent departures, highlight a need for robust client retention tools, HR solutions, and stability-enhancing services to support a resilient client base.

Competitive Landscape With competitors like T. Rowe Price, Fidelity Investments, and Morgan Stanley operating at much larger scales, Lamkin Wealth Management may benefit from tailored marketing, niche service offerings, or technology upgrades to differentiate within the market.

Growth Opportunities Given their similar revenue range to smaller industry players, there is potential to provide scalable financial technologies, back-office solutions, or staff training programs that align with their size and growth ambitions.

Lamkin Wealth Management Tech Stack

Lamkin Wealth Management uses 8 technology products and services including Cloudflare CDN, Amazon S3, Cloudflare, and more. Explore Lamkin Wealth Management's tech stack below.

  • Cloudflare CDN
    Content Delivery Network
  • Amazon S3
    Content Delivery Network
  • Cloudflare
    Content Management System
  • Microsoft 365
    Email
  • JSON-LD
    Javascript Frameworks
  • Modernizr
    Javascript Libraries
  • Google Maps
    Maps
  • Piwik PRO Core
    Web Analytics

Lamkin Wealth Management's Email Address Formats

Lamkin Wealth Management uses at least 1 format(s):
Lamkin Wealth Management Email FormatsExamplePercentage
Last@lamkinwealth.comDoe@lamkinwealth.com
100%

Frequently Asked Questions

What is Lamkin Wealth Management's phone number?

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You can contact Lamkin Wealth Management's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Lamkin Wealth Management's official website and social media links?

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Lamkin Wealth Management's official website is lamkinwealth.com and has social profiles on LinkedIn.

What is Lamkin Wealth Management's NAICS code?

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Lamkin Wealth Management's NAICS code is 52 - Finance and Insurance.

How many employees does Lamkin Wealth Management have currently?

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As of July 2026, Lamkin Wealth Management has approximately 11 employees across 1 continents, including North America. Key team members include Client Specialist: H. S.Client Service Specialist: K. W.. Explore Lamkin Wealth Management's employee directory with LeadIQ.

What industry does Lamkin Wealth Management belong to?

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Lamkin Wealth Management operates in the Financial Services industry.

What technology does Lamkin Wealth Management use?

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Lamkin Wealth Management's tech stack includes Cloudflare CDNAmazon S3CloudflareMicrosoft 365JSON-LDModernizrGoogle MapsPiwik PRO Core.

What is Lamkin Wealth Management's email format?

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Lamkin Wealth Management's email format typically follows the pattern of Last@lamkinwealth.com. Find more Lamkin Wealth Management email formats with LeadIQ.
Lamkin Wealth Management logo

Lamkin Wealth Management

Financial ServicesKentucky, United States11-50 Employees

Lamkin Wealth Management operates in the financial services sector, providing advisory services to clients in the Louisville, Kentucky area. The firm presents itself as a professional financial practice with a focus on managing clients’ financial affairs, leveraging a networked, knowledge-based approach typical of wealth management firms. Based in Louisville, the company supports a local client base through personalized asset management and planning services within a small-to-mid sized firm context.

The organization is positioned among established financial services players in the region, reflecting characteristics common to practices offering independent or semi-independent wealth advice. Although specific service details are not enumerated, the firm’s activities align with supporting individuals seeking professional guidance for managing assets and financial plans. A recent development noted in industry coverage references personnel movements involving past staff associated with the practice, indicating a history of client relationships and file management as part of its professional milieu.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Employees
11-50

Section iconFunding & Financials

  • $1M$10M

    Lamkin Wealth Management's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Lamkin Wealth Management's revenue is estimated to be in the range of $1M$10M

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