LeadIQ logo
Learn more at LeadIQ.com
Paceline Wealth Management, LLC logo

Paceline Wealth Management, LLC Employee Directory

Investment ManagementMassachusetts, United States1 Employees

Paceline Wealth Management, LLC is an investment advisory firm based in Boston, Massachusetts, focused on helping technology professionals, executives, and entrepreneurs manage their financial goals and retirement planning. The firm concentrates on portfolio management, financial planning, and assistance with stock-based compensation, drawing on founder-led experience to address the evolving financial needs of business owners and professionals in the Boston area. Operating within the investment management industry, Paceline positions itself as a local advisor that combines investment expertise with tailored planning services to support clients seeking structured guidance for wealth accumulation and retirement readiness. The principal of the firm, Jeremy Bohne, has a background as an institutional investor overseeing portfolios for mutual funds and insurance companies, along with broader experience in property-casualty and life insurance and management consulting. Paceline is a registered investment advisor located in Massachusetts and provides disclosures on its website for interested clients.

Find Paceline Wealth Management, LLC employees' phone numbers or email addresses

Paceline Wealth Management, LLC Global Highlights

Location
Employees

North America
1

Minus sign iconPlus sign icon
  • United States Of America
    1

Paceline Wealth Management, LLC's Leadership

  • Stylized image of a person
    J. B.
    Financial Advisor | Founder
    Phone icon
    Mobile Phone

Paceline Wealth Management, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Paceline Wealth Management, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. B.
    Financial Advisor | Founder
    Phone icon
    Mobile Phone
    United StatesMassachusetts
    May 11, 2026

Frequently Asked Questions

What is Paceline Wealth Management, LLC known for?

Minus sign iconPlus sign iconPaceline Wealth Management, LLC was founded in 2017 operates in the Investment Management industry. Explore Paceline Wealth Management, LLC's company overview page for more information.

What is Paceline Wealth Management, LLC's most common email format?

Minus sign iconPlus sign iconPaceline Wealth Management, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Paceline Wealth Management, LLC email formats with LeadIQ.

How many employees does Paceline Wealth Management, LLC have currently?

Minus sign iconPlus sign iconPaceline Wealth Management, LLC has approximately 1 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Paceline Wealth Management, LLC's key employees and leadership?

Minus sign iconPlus sign icon

As of July 2026, Paceline Wealth Management, LLC's key employees include:

  • Financial Advisor | Founder: J. B.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.