AWA Wealth Management
Finance · California, United States · 1-10 Employees
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Overview
Headquarters
200 Auburn Folsom Rd Ste 200, Auburn, Ca...Phone Number
(530) 889-1258Website
www.awallc.comRevenue
<$5 MillionIndustry
About AWA Wealth Management
Modern Wealth Management, located in Sacramento, CA, offers fiduciary financial advisory services focusing on financial planning, investments, taxes, estate planning, and insurance. The firm serves individuals, families, and business owners in the greater Sacramento region and Northern California, providing personalized guidance to help clients achieve their financial goals. With a team of certified professionals, they emphasize a comprehensive approach to wealth management, ensuring that clients' financial plans are aligned with their life changes and aspirations. Modern Wealth Management aims to empower clients to enjoy their present while preparing confidently for their future.Explore more
AWA Wealth Management Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
AWA Wealth Management
<$5M
1-10
Private
-
2007
TF
Toni FarkasClient Services Director, Business Administration
AWA Wealth Management Tech Stack
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Modern Wealth Management, located in Sacramento, CA, offers fiduciary financial advisory services focusing on financial planning, investments, taxes, estate planning, and insurance. The firm serves individuals, families, and business owners in the greater Sacramento region and Northern California, providing personalized guidance to help clients ach... Read More
