Cassa Wealth Management

Finance · New Jersey, United States · 11-50 Employees

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Overview

Headquarters

461 From Rd Ste 385 Fl 3, Paramus, New J...

Phone Number

(201) 355-1788

Revenue

$7.4 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1

About Cassa Wealth Management

Cassa Wealth Management is a private wealth management firm dedicated to assisting individuals, families, and businesses in planning for a secure financial future. They offer a range of services including financial planning, retirement planning, tax planning, and investment planning. Their target clients include affluent individuals, families, small business owners, and corporate executives seeking personalized financial strategies. The firm emphasizes a customized approach to help clients achieve financial independence and manage their wealth effectively.Explore more
Cassa Wealth Management's Social MediaPopular SearchesCassa Wealth ManagementCassa Wealth Management PCSIC Code 62,628NAICS Code 52,523Show more

Cassa Wealth Management Org Chart

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FO
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Manager, Wealth

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JC
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Wealth Management Advisor

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Wealth Advisor

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Compare Similar Companies to Cassa Wealth Management

Compare insights from companies similar to Cassa Wealth Management, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Cassa Wealth Management

$7.4M
11-50
Private
-
-
FO
Francis O'BrienManager, Wealth
<$5M
1-10
Private
-
2019
<$5M
1-10
Private
-
1995
JM
Jeffrey MurphyChief Investment Officer
<$5M
1-10
Private
-
-
RR
Ryan RechPresident & Financial Advisor
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
1987
LS
Leslea Stock-LopezPresident & Lpl Financial Advisor
<$5M
1-10
Private
-
1999
JG
Joseph GazallFinancial Gazall Investment & Wealth Management Advisor
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Cassa Wealth Management Tech Stack

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Cassa Wealth Management News & Media

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Frequently Asked Questions Regarding Cassa Wealth Management

What is Cassa Wealth Management's official website?
Cassa Wealth Management's official website is www.cassawealthmgmt.com
What is Cassa Wealth Management's Revenue?
Cassa Wealth Management's revenue is $7.4 Million
What is Cassa Wealth Management's SIC code?
Cassa Wealth Management's SIC: 62,628
What is Cassa Wealth Management's NAICS code?
Cassa Wealth Management's NAICS: 52,523
How many employees does Cassa Wealth Management have?
Cassa Wealth Management has 11-50 employees
What industry does Cassa Wealth Management belong to?
Cassa Wealth Management is in the industry of: Finance, Securities Trading
What is Cassa Wealth Management competition?
Cassa Wealth Management top competitors include: Legacy One Financial, Star Group Wealth Management, Murphy Wealth Management, Breakwater Wealth Management
What technology does Cassa Wealth Management use?
Some of the popular technologies that Cassa Wealth Management uses are: Cloudflare Website Optimization, Proofpoint, Datadog, Google Tag Manager
How do I contact Cassa Wealth Management?
Cassa Wealth Management contact info: Phone number: (201) 355-1788 Website: www.cassawealthmgmt.com
What does Cassa Wealth Management do?

Cassa Wealth Management is a private wealth management firm dedicated to assisting individuals, families, and businesses in planning for a secure financial future. They offer a range of services including financial planning, retirement planning, tax planning, and investment planning. Their target clients include affluent individuals, families, smal... l business owners, and corporate executives seeking personalized financial strategies. The firm emphasizes a customized approach to help clients achieve financial independence and manage their wealth effectively.Read More

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

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