LAB Wealth Management
Finance · California, United States · 11-50 Employees
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Overview
Headquarters
1130 Wood St, Oakland, California, 94607...Phone Number
(510) 735-9854Website
www.labwealthmanagement.comRevenue
$5.5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About LAB Wealth Management
LAB Wealth Management LLC is a full-service, independent financial services practice based in the Oakland-San Francisco Bay area, serving clients nationwide. The firm aims to assist individuals from diverse backgrounds and small business owners in planning for their financial goals, both short-term and long-term. They emphasize a higher level of understanding followed by tailored strategies to meet specific needs. LAB Wealth Management is affiliated with Cambridge Investment Research, Inc. for securities and advisory services.Explore more
Popular SearchesLab Wealth Management LLCWealth Management LLCSIC Code 62,628NAICS Code 52,523Show more
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Revenue
Number of Employees
Type
Funding
Founded In
LAB Wealth Management
$5.5M
11-50
Private
-
2015
N/A
Company Profile Activity
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LAB Wealth Management Tech Stack
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LAB Wealth Management LLC is a full-service, independent financial services practice based in the Oakland-San Francisco Bay area, serving clients nationwide. The firm aims to assist individuals from diverse backgrounds and small business owners in planning for their financial goals, both short-term and long-term. They emphasize a higher level of un... Read More
