ETP Wealth Management

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

2950 Buskirk Ave Ste 300, Walnut Creek, ...

Phone Number

(925) 937-9866

Revenue

<$5 Million

Industry

Finance Securities Trading Law Firms & Legal Services
ZI Rank: 1
Signal Type
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ZI Rank
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About ETP Wealth Management

ETP Wealth Management specializes in probate and trust administration services, offering customized solutions for estate financial problems. The company targets clients facing challenges related to aging, death, incapacity, and inheritance management. Their services include legal, financial, and tax consulting, aiming to provide quick and reliable support without imposing high retainers or commissions. ETP Wealth Management is dedicated to being a dependable resource for individuals seeking guidance through complex estate planning issues.Explore more
Popular SearchesETP Wealth ManagementETP WealthThe Law Offices of William A MassarwehSIC Code 62,628NAICS Code 52,523Show more

ETP Wealth Management Org Chart

PhoneEmail
MM
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

ETP Wealth Management

<$5M
1-10
Private
-
-
MM
Mary MassarwehOffice Manager
<$5M
11-50
Private
-
1998
<$5M
1-10
Private
-
-
<$5M
1-10
Private
-
-
DM
David MoraisPartner and President-Elect
<$5M
1-10
Private
-
2011
KC
Keri CruzDirector of Impressions, Administrative Assistant
<$5M
1-10
Private
-
2011
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

ETP Wealth Management Tech Stack

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Frequently Asked Questions Regarding ETP Wealth Management

What is ETP Wealth Management's official website?
ETP Wealth Management's official website is www.etpwealth.com
What is ETP Wealth Management's Revenue?
ETP Wealth Management's revenue is <$5 Million
What is ETP Wealth Management's SIC code?
ETP Wealth Management's SIC: 62,628
What is ETP Wealth Management's NAICS code?
ETP Wealth Management's NAICS: 52,523
How many employees does ETP Wealth Management have?
ETP Wealth Management has 1-10 employees
What industry does ETP Wealth Management belong to?
ETP Wealth Management is in the industry of: Finance, Securities Trading, Law Firms & Legal Services
What is ETP Wealth Management competition?
ETP Wealth Management top competitors include: Bay Harbor Wealth Management, Poulos Advisors, Copper Canyon Wealth Management, Waterford Advisors
What technology does ETP Wealth Management use?
Some of the popular technologies that ETP Wealth Management uses are: WooCommerce, WordPress.org, reCAPTCHA, PHP
How do I contact ETP Wealth Management?
ETP Wealth Management contact info: Phone number: (925) 937-9866 Website: www.etpwealth.com
What does ETP Wealth Management do?

ETP Wealth Management specializes in probate and trust administration services, offering customized solutions for estate financial problems. The company targets clients facing challenges related to aging, death, incapacity, and inheritance management. Their services include legal, financial, and tax consulting, aiming to provide quick and reliable... support without imposing high retainers or commissions. ETP Wealth Management is dedicated to being a dependable resource for individuals seeking guidance through complex estate planning issues.Read More

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

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