Embrace Wealth Management

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

527 Flume St Unit 6, Chico, California, ...

Revenue

$6.4 Million

Industry

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

Embrace Wealth Management specializes in empowering women in STEM and retirees to achieve financial clarity and confidence. Based in Chico, CA, their fiduciary CFP® professionals offer personalized services including retirement strategies, tax optimization, investment management, and estate planning. The firm is dedicated to helping clients grow and safeguard their wealth while addressing complex financial decisions. Embrace Wealth Management has been recognized as a top financial planner in the Best of Chico Awards.Explore more
Embrace Wealth Management's Social MediaPopular SearchesEmbrace Wealth ManagementSIC Code 62,628NAICS Code 52,523Show more

Embrace Wealth Management Org Chart

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Kim Huber, Family Wealth Advisor & Founder at Embrace Wealth Management
United States flag for contact location.

Family Wealth Advisor & Founder

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Embrace Wealth Management

$6.4M
1-10
Private
-
-
Kim Huber, Family Wealth Advisor & Founder at Embrace Wealth Management
Kim HuberFamily Wealth Advisor & Founder
$8.6M
11-50
Private
-
2010
MG
Michael GoodwinFounding Partner
$5M
11-50
Private
-
2012
Scott Hurwitz, President at Alliance Wealth Advisors
Scott HurwitzPresident
<$5M
1-10
Private
-
2014
WR
William RudolphsenChief Financial Officer
<$5M
1-10
Private
-
2013
SD
Scott DavisPresident & CEO
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
KA
Kelsey AbbottClient Service Specialist
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Embrace Wealth Management Tech Stack

A closer look at the technologies used by Embrace Wealth Management

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Frequently Asked Questions Regarding Embrace Wealth Management

What is Embrace Wealth Management's official website?
Embrace Wealth Management's official website is www.embracewealthmgmt.com
What is Embrace Wealth Management's Revenue?
Embrace Wealth Management's revenue is $6.4 Million
What is Embrace Wealth Management's SIC code?
Embrace Wealth Management's SIC: 62,628
What is Embrace Wealth Management's NAICS code?
Embrace Wealth Management's NAICS: 52,523
How many employees does Embrace Wealth Management have?
Embrace Wealth Management has 1-10 employees
What industry does Embrace Wealth Management belong to?
Embrace Wealth Management is in the industry of: Finance, Securities Trading
What is Embrace Wealth Management competition?
Embrace Wealth Management top competitors include: Bullpen Wealth Advisors, Sterling Total Wealth Solutions, Full Circle Wealth Strategies, Alliance Wealth Advisors
What technology does Embrace Wealth Management use?
Some of the popular technologies that Embrace Wealth Management uses are: Google Universal Analytics, Squarespace Online Stores, Proofpoint, Adobe Typekit
What does Embrace Wealth Management do?

Embrace Wealth Management specializes in empowering women in STEM and retirees to achieve financial clarity and confidence. Based in Chico, CA, their fiduciary CFP® professionals offer personalized services including retirement strategies, tax optimization, investment management, and estate planning. The firm is dedicated to helping clients grow an... d safeguard their wealth while addressing complex financial decisions. Embrace Wealth Management has been recognized as a top financial planner in the Best of Chico Awards.Read More

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

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