Insights

Small yet Growing Shank Wealth Management operates with a small team of 2-10 employees, indicating a boutique firm with personalized service, which could be scaling its technology infrastructure to support growth and client retention initiatives.

Revenue Potential With an annual revenue between $10 million and $25 million, the company presents a substantial opportunity for advanced financial solutions, compliance services, and technology integrations to enhance operational efficiency.

Financial Services Focus As an independent wealth management firm offering sophisticated financial planning and portfolio management, Shank is likely to be receptive to innovative tools that improve client engagement and portfolio analysis.

Technology Adoption Utilizing a tech stack that includes cloud services, analytics, and security features, the firm values technology-driven solutions that can streamline operations and ensure regulatory compliance.

Industry Positioning Operating in a competitive landscape with large firms like Fidelity and Charles Schwab, Shank may be interested in niche market solutions that emphasize personalized service and client satisfaction to differentiate itself.

Shank Wealth Management Tech Stack

Shank Wealth Management uses 8 technology products and services including Open Graph, Cloudflare, FMG Suite, and more. Explore Shank Wealth Management's tech stack below.

Open Graph

Content Management System

Cloudflare

Content Management System

FMG Suite

Content Marketing

Font Awesome

Font Scripts

Datadog

Real User Monitoring

HSTS

Security

Google Tag Manager

Tag Management

Adobe Fonts

Web Fonts

Shank Wealth Management Email Formats	Example	Percentage
F.Last@shankwm.com	J.Doe@shankwm.com	88%
First.Last@shankwm.com	John.Doe@shankwm.com	12%

Shank Wealth Management Email Formats

Example

Percentage

F.Last@shankwm.com

J.Doe@shankwm.com

88%

First.Last@shankwm.com

John.Doe@shankwm.com

12%

Frequently Asked Questions

Where is Shank Wealth Management's headquarters located?

Shank Wealth Management's main headquarters is located at 2627 Chestnut Ridge Suite 260 Kingwood, Texas 77339 United States. The company has employees across 1 continents, including North America.

What is Shank Wealth Management's phone number?

You can contact Shank Wealth Management's main corporate office by phone at

+1-281-359-****

. 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 Shank Wealth Management's official website and social media links?

Shank Wealth Management's official website is shankwm.com and has social profiles on LinkedIn.

What is Shank Wealth Management's NAICS code?

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

How many employees does Shank Wealth Management have currently?

As of May 2026, Shank Wealth Management has approximately 5 employees across 1 continents, including North America. Key team members include Director Of Operations, President: M. G.Partner And Vice President: B. J.Vice President: P. M.. Explore Shank Wealth Management's employee directory with LeadIQ.

What industry does Shank Wealth Management belong to?

Shank Wealth Management operates in the Financial Services industry.

What technology does Shank Wealth Management use?

Shank Wealth Management's tech stack includes Open GraphCloudflareFMG SuiteFont AwesomeDatadogHSTSGoogle Tag ManagerAdobe Fonts.

What is Shank Wealth Management's email format?

Shank Wealth Management's email format typically follows the pattern of F.Last@shankwm.com. Find more Shank Wealth Management email formats with LeadIQ.

When was Shank Wealth Management founded?

Shank Wealth Management was founded in 2006.

Shank Wealth Management

Q: What is Shank Wealth Management's official website and social media links?

Shank Wealth Management's official website is shankwm.com. Shank Wealth Management has social profiles on LinkedIn.

Q: How many employees does Shank Wealth Management have currently?

Shank Wealth Management has approximately 5 employees.

Q: What technology does Shank Wealth Management use?

Shank Wealth Management's tech stack includes Amazon S3, Google Analytics, Datadog, Cloudflare Bot Management, FMG Suite.

Q: What is Shank Wealth Management's NAICS code?

Shank Wealth Management's NAICS code is 52 (Finance and Insurance).

Financial ServicesTexas, United States2-10 Employees

Shank Wealth Management is an independent Wealth Management firm with a consistent, disciplined process. We are a team of Financial Planners with more than 50 years of combined experience helping clients meet objectives well beyond their investment goals. Our clients receive sophisticated financial planning, portfolio management, and personalized client services.

Securities Offered Through LPL Financial, A Registered Investment Adviser. 
Member FINRA/SIPC. www.finra.org and www.sipc.org  Investment advice offered through Symphony Financial, Ltd., Co., a registered investment advisor. Symphony Financial, Ltd., Co. and Shank Wealth Management, LLC are separate entities from LPL Financial. 


The LPL Financial registered representatives associated with this 
page may only discuss and/or transact securities business with residents of the following states: AR, CA, CO, FL, GA, LA, MT, ND, SC, TX

"Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness."

Insights

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