Encore Wealth Management

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

1605 4th St, Santa Rosa, California, 954...

Phone Number

(707) 578-5123

Revenue

<$5 Million

Industry

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

Encore Wealth Management is a financial advisory firm based in Santa Rosa, specializing in wealth management, retirement planning, investment finance, and college planning. The company is dedicated to helping clients achieve financial security by creating tailored strategies that adapt to changing market conditions and individual needs. With a commitment to trust, honesty, and integrity, Encore Wealth Management aims to be a reliable advisor for clients facing critical financial decisions. Their services are available to residents across multiple states, ensuring a broad reach for their investment and insurance offerings.Explore more
Encore Wealth Management's Social MediaPopular SearchesEncore Wealth ManagementDavid K Brown Financial ServiceDavid K Brown FinancialEncore Wealth LLCSIC Code 62,628NAICS Code 52,523Show more

Encore Wealth Management Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Encore Wealth Management

<$5M
1-10
Private
-
1991
RA
Rosa AlborDirector, Operations
<$5M
11-50
Private
<$5M
2011
AM
April MasteyPresident & CEO
<$5M
1-10
Private
-
-
SB
Steven BarrusFinancial Consultant
<$5M
1-10
Private
-
2010
DE
Dreva EsparzaDirector, Client Operations
<$5M
1-10
Private
-
2007
N/A
<$5M
1-10
Private
-
2002
RF
R. FidlerLPL Registered Principal
<$5M
1-10
Private
-
-
TR
Teresa RobertsManager, Client Relations
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Encore Wealth Management Tech Stack

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Frequently Asked Questions Regarding Encore Wealth Management

What is Encore Wealth Management's official website?
Encore Wealth Management's official website is www.encorewealthmanagement.com
What is Encore Wealth Management's Revenue?
Encore Wealth Management's revenue is <$5 Million
What is Encore Wealth Management's SIC code?
Encore Wealth Management's SIC: 62,628
What is Encore Wealth Management's NAICS code?
Encore Wealth Management's NAICS: 52,523
How many employees does Encore Wealth Management have?
Encore Wealth Management has 1-10 employees
What industry does Encore Wealth Management belong to?
Encore Wealth Management is in the industry of: Finance, Securities Trading
What is Encore Wealth Management competition?
Encore Wealth Management top competitors include: Ferguson Private Wealth Management, Kruss Investment Services, Lawrence Wealth Management, Advisor Group For Life
What technology does Encore Wealth Management use?
Some of the popular technologies that Encore Wealth Management uses are: Cloudflare Website Optimization, Cloudflare CDN, Proofpoint, Google Font API
How do I contact Encore Wealth Management?
Encore Wealth Management contact info: Phone number: (707) 578-5123 Website: www.encorewealthmanagement.com
What does Encore Wealth Management do?

Encore Wealth Management is a financial advisory firm based in Santa Rosa, specializing in wealth management, retirement planning, investment finance, and college planning. The company is dedicated to helping clients achieve financial security by creating tailored strategies that adapt to changing market conditions and individual needs. With a comm... itment to trust, honesty, and integrity, Encore Wealth Management aims to be a reliable advisor for clients facing critical financial decisions. Their services are available to residents across multiple states, ensuring a broad reach for their investment and insurance offerings.Read More

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

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