The Pence Wealth company source record lists 19 employees. The visible Pence Wealth management graph includes:
Lana Giacumakis
Chief Compliance Officer at Pence Wealth Management
1
2
General
(6)
Ali Arik
VP of Research
1
0
Finance
(2)
Otto Radtke, Cpfa
Investment Management * Financial Planning * Business Succession * Retirement Planning * Tax Efficiency
0
0
Sales
(2)
Karrie Ghezzi
Client Relationship Manager at Pence Wealth Management
0
0
Marketing
(1)
Griffin Cuomo
Marketing and Media Assistant at Pence Wealth
0
0
IT
(1)
Ramy Fahim
Data Engineering, Data Science, Machine Learning, Devops, Fullstack Development, Databases, Software
0
0
Related company intelligence for Pence Wealth
7 same-industry peers
10 with employee estimates
10 with websites
10 with social profiles
4 peer evidence types
Peer evidence source coverage
4 source-backed evidence types support this related-company graph.
same-industry peers, employee benchmarks, website records, and social profiles
Same-industry peers
7 / 10
7 of 10 related companies share this company's industry classification.
Employee benchmarks
10 / 10
10 of 10 related companies include employee estimates.
Website records
10 / 10
10 of 10 related companies include official website records.
Social profiles
10 / 10
10 of 10 related companies include company social profile signals.
Peer link quality filter
High-confidence peer link set
10 related companies met the 2-signal peer-link threshold. Eligible peers average 4.0 source-backed signals.
10
eligible
0
filtered
4.0
avg signals
Peer comparison matrix
Limited peer comparison
Compares this company with related-company evidence across employee scale and peer graph evidence.
employee scale and peer graph evidence
Employee scale
Smaller than most related peers
This company
19 employees
Related peers
42 median peer employees
8 of 10 related employee-estimated peers are higher.
10 related companies with employee estimates
Peer graph evidence
Multi-signal peer benchmark evidence
This company
Benchmark-ready peer graph
Related peers
3 benchmark dimensions
Peer benchmark combines 10 related companies with peer graph strength, size benchmark, and size position. Underlying peer graph includes 4 evidence types: industry context, employee benchmarks, website records, social profiles.
industry context, employee benchmarks, website records, social profiles
Peer benchmark evidence
Multi-signal peer benchmark evidence
Peer benchmark combines 10 related companies with peer graph strength, size benchmark, and size position. Underlying peer graph includes 4 evidence types: industry context, employee benchmarks, website records, social profiles.
peer graph strength
size benchmark
size position
Peer position benchmark
Employee-scale peer position benchmark
Peer-position benchmark shows employee scale above 20% of 10 comparable related peers.
Directional peer-position evidence:
Peer-position evidence combines employee scale above 20% of 10 comparable related peers from related-company records.
Employee scale: 20%
Peer graph strength
Benchmark-ready peer graph
Related peer graph has industry context, employee benchmarks, website records, and social profiles across 10 related companies.
Peer median size
42 employees
Largest peer by size
LPL Financial
14.03K employees
Pence Wealth size signal
19 employees
Peer size comparison
8 larger · 2 smaller
Peer scale position
Smaller than most related peers
8 of 10 related employee-estimated peers are higher.
Pence Wealth people graph sample
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Laila Pence
President & Co-founder, Pence Wealth
Newport Beach, California, United States2 email signals: 1 email signal on pencewealthmanagement.com, 1 non-official email signal1 phone signal available
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Jeanne Juricka
Client Service Specialist at Pence
Mission Viejo, California, United States4 email signals across 4 non-official domains1 phone signal available
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Bill Boggs, Cfp®, Cepa
Financial Planner / Wealth Advocate
Newport Beach, California, United States2 email signals across 2 non-official domains -
1 email signal across 1 non-official domain
How AeroLeads builds company intelligence
Use source-backed company records
AeroLeads combines company source fields, workforce samples, email-pattern aggregates, and related-company records when those signals are available.
Show only available evidence
Blank source fields are omitted. Contact channels are summarized as signals, with raw email addresses and phone numbers masked on public pages.
Compare useful company context
Related company, market, workforce, technology, and management signals help turn a static company listing into a company intelligence page.
Contact research
AeroLeads intelligence
Review reachable contact coverage for Pence Wealth
AeroLeads maps 4 visible contact signals for Pence Wealth. Coverage is multi-channel contact coverage.