Assured Wealth Advisors

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

4155 Blackhawk Plaza Cir Ste 100, Danvil...

Phone Number

(925) 648-2041

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
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ZI Rank
1
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1

About Assured Wealth Advisors

Assured Wealth Advisors is a multi-generational financial consulting firm located in the San Francisco Bay Area, specializing in Wealth Management, Retirement Income Planning, Legacy Planning, and Asset Preservation. With over 50 years of combined experience, they offer innovative strategies to help clients achieve their financial goals. The firm is co-founded by Robert Perussina and Christopher Perussina, who are known for developing the Assured Retirement Plan(TM) based on decades of successful client experiences. Their services are designed for individuals seeking comprehensive financial planning and asset management solutions.Explore more
Assured Wealth Advisors's Social MediaPopular SearchesAssured Wealth AdvisorsAssured Wealth Advisors LLCAssured Wealth Advisors USACoach.CorpSIC Code 62,628NAICS Code 52,523Show more

Assured Wealth Advisors Org Chart

PhoneEmail
CP
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Co-Founder & President

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Assured Wealth Advisors

<$5M
1-10
Private
-
2014
CP
Christopher PerussinaCo-Founder & President
$7.6M
11-50
Private
-
1962
<$5M
1-10
Private
-
1962
LS
Lori SpildeClient Service Manager
<$5M
1-10
Private
-
2013
JN
Jennifer NelsonVice President Client Relationship Manager
<$5M
11-50
Private
-
2015
AR
Andrew RafalPresident & Founder
<$5M
1-10
Private
-
1962
RD
Robin DrummondClient, Trinitas Wealth Management Relationship Manager
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Assured Wealth Advisors Tech Stack

A closer look at the technologies used by Assured Wealth Advisors

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Frequently Asked Questions Regarding Assured Wealth Advisors

What is Assured Wealth Advisors's official website?
Assured Wealth Advisors's official website is www.assuredwealthadvisors.com
What is Assured Wealth Advisors's Revenue?
Assured Wealth Advisors's revenue is <$5 Million
What is Assured Wealth Advisors's SIC code?
Assured Wealth Advisors's SIC: 62,628
What is Assured Wealth Advisors's NAICS code?
Assured Wealth Advisors's NAICS: 52,523
How many employees does Assured Wealth Advisors have?
Assured Wealth Advisors has 1-10 employees
What industry does Assured Wealth Advisors belong to?
Assured Wealth Advisors is in the industry of: Finance, Securities Trading
What is Assured Wealth Advisors competition?
Assured Wealth Advisors top competitors include: Foundation Asset Management, Trinitas Wealth Management, Bayntree Wealth Advisors, Reynolds Wealth Management
What technology does Assured Wealth Advisors use?
Some of the popular technologies that Assured Wealth Advisors uses are: Sentry, F5 BIG-IP Platform, Sectigo, The USERTRUST Network
How do I contact Assured Wealth Advisors?
Assured Wealth Advisors contact info: Phone number: (925) 648-2041 Website: www.assuredwealthadvisors.com
What does Assured Wealth Advisors do?

Assured Wealth Advisors is a multi-generational financial consulting firm located in the San Francisco Bay Area, specializing in Wealth Management, Retirement Income Planning, Legacy Planning, and Asset Preservation. With over 50 years of combined experience, they offer innovative strategies to help clients achieve their financial goals. The firm i... s co-founded by Robert Perussina and Christopher Perussina, who are known for developing the Assured Retirement Plan(TM) based on decades of successful client experiences. Their services are designed for individuals seeking comprehensive financial planning and asset management solutions.Read More

What are Assured Wealth Advisors social media links?
Assured Wealth Advisors Linkedin page Assured Wealth Advisors Facebook page
Is Assured Wealth Advisors a public company?
Assured Wealth Advisors is private company therefore does not currently have an official ticker symbol
See more information about Assured Wealth Advisors

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