Amodio Wealth

Finance · California, United States · 11-50 Employees

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Overview

Headquarters

2829 Townsgate Rd Ste 100, Westlake Vill...

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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1

About Amodio Wealth

Amodio Wealth Advisors is an independent wealth management firm that provides personalized investment guidance and comprehensive wealth management services. They focus on asset management, financial planning, and tax and estate planning, ensuring that clients' unique financial goals are met. The firm emphasizes a tailored approach, taking into account all assets and coordinating with clients' professional teams. Their services are designed for individuals seeking to build, manage, and preserve their wealth while adapting to changing needs and goals.Explore more
Popular SearchesAmodio WealthSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Amodio Wealth

<$5M
11-50
Private
-
-
N/A
<$5M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
2019
N/A
<$5M
1-10
Private
-
-
Brian Habas, Chief Operating Officer at AlphaCore Wealth Advisory
Brian HabasChief Operating Officer
<$5M
1-10
Private
-
2008
LF
Loui FishManager, Marketing
<$5M
1-10
Private
-
2009
Casey O'Leary, President at Trinity Wealth Management
Casey O'LearyPresident
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Amodio Wealth is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Amodio Wealth is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Amodio Wealth.

Amodio Wealth Tech Stack

A closer look at the technologies used by Amodio Wealth

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Frequently Asked Questions Regarding Amodio Wealth

What is Amodio Wealth's official website?
Amodio Wealth's official website is www.amodiowealth.com
What is Amodio Wealth's Revenue?
Amodio Wealth's revenue is <$5 Million
What is Amodio Wealth's SIC code?
Amodio Wealth's SIC: 62,628
What is Amodio Wealth's NAICS code?
Amodio Wealth's NAICS: 52,523
How many employees does Amodio Wealth have?
Amodio Wealth has 11-50 employees
What industry does Amodio Wealth belong to?
Amodio Wealth is in the industry of: Finance, Securities Trading
What is Amodio Wealth competition?
Amodio Wealth top competitors include: AlphaCore Wealth Advisory, New York Ivy Capital Management, Sherwood Investment Services, North Scottsdale Wealth Advisors
What technology does Amodio Wealth use?
Some of the popular technologies that Amodio Wealth uses are: Drupal, reCAPTCHA, Microsoft SharePoint, Google Universal Analytics
What does Amodio Wealth do?

Amodio Wealth Advisors is an independent wealth management firm that provides personalized investment guidance and comprehensive wealth management services. They focus on asset management, financial planning, and tax and estate planning, ensuring that clients' unique financial goals are met. The firm emphasizes a tailored approach, taking into acco... unt all assets and coordinating with clients' professional teams. Their services are designed for individuals seeking to build, manage, and preserve their wealth while adapting to changing needs and goals.Read More

Is Amodio Wealth a public company?
Amodio Wealth is private company therefore does not currently have an official ticker symbol
See more information about Amodio Wealth

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