Barretta Wealth Management

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

63 Natoma St Ste 170, Folsom, California...

Phone Number

(916) 293-8512

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Barretta Wealth Management

Barretta is a financial advisory firm dedicated to simplifying the investment process for its clients by aligning their financial strategies with their personal dreams and desires. The firm emphasizes the importance of listening to clients and creating tailored financial plans that reflect their goals. Barretta operates in partnership with LPL Financial, providing registered investment advisory services. Their target clients include individuals seeking personalized financial advice and investment strategies.Explore more
Popular SearchesBarretta Wealth Management IncBarretta Wealth ManagementLPL AdvisorsBarretta WealthJaime Baretta InvestmtSIC Code 62,628NAICS Code 52,523Show more

Barretta Wealth Management Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Barretta Wealth Managemen...

<$5M
1-10
Private
-
2013
$8.6M
11-50
Private
-
2010
EK
Erich KelleyWealth Advisor
<$5M
1-10
Private
-
2013
SD
Scott DavisPresident & CEO
<$5M
1-10
Private
-
2020
MA
Michael AlexanderChief Investment Officer
<$5M
1-10
Private
-
1991
SR
Sharon RatcliffChief Financial Officer
<$5M
1-10
Private
-
-
MH
Michael HolligerManaging Partner, Private Wealth Manager
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Company Profile Activity

i

Among all Finance companies

Low Activity

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Activity Insights

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

What does this means?

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

Barretta Wealth Management Tech Stack

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Frequently Asked Questions Regarding Barretta Wealth Management

What is Barretta Wealth Management's official website?
Barretta Wealth Management's official website is www.barrettawealth.com
What is Barretta Wealth Management's Revenue?
Barretta Wealth Management's revenue is <$5 Million
What is Barretta Wealth Management's SIC code?
Barretta Wealth Management's SIC: 62,628
What is Barretta Wealth Management's NAICS code?
Barretta Wealth Management's NAICS: 52,523
How many employees does Barretta Wealth Management have?
Barretta Wealth Management has 1-10 employees
What industry does Barretta Wealth Management belong to?
Barretta Wealth Management is in the industry of: Finance, Securities Trading
What is Barretta Wealth Management competition?
Barretta Wealth Management top competitors include: Holliger Financial Consultants, Concenture Wealth, Ratcliff Financial Services, Sterling Total Wealth Solutions
What technology does Barretta Wealth Management use?
Some of the popular technologies that Barretta Wealth Management uses are: Proofpoint, GoDaddy DNS, GoDaddy SSL Certificates, GoDaddy Web Hosting
How do I contact Barretta Wealth Management?
Barretta Wealth Management contact info: Phone number: (916) 293-8512 Website: www.barrettawealth.com
What does Barretta Wealth Management do?

Barretta is a financial advisory firm dedicated to simplifying the investment process for its clients by aligning their financial strategies with their personal dreams and desires. The firm emphasizes the importance of listening to clients and creating tailored financial plans that reflect their goals. Barretta operates in partnership with LPL Fina... ncial, providing registered investment advisory services. Their target clients include individuals seeking personalized financial advice and investment strategies.Read More

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

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