Leivas Tax Wealth

Finance · California, United States · 11-50 Employees

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Overview

Headquarters

19985 Van Buren Blvd, Riverside, Califor...

Phone Number

(951) 300-9600

Revenue

<$5 Million

Industry

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

About Leivas Tax Wealth

Leivas Wealth Management is a full-service financial advisory firm established in Riverside in 1957, focusing on providing comprehensive financial solutions including tax planning, investment management, and estate strategies. The firm caters to affluent individuals, business owners, and multigenerational families, emphasizing long-term relationships and personalized service. Their offerings include cash flow analysis, portfolio management, retirement strategies, risk management, and life insurance tailored to clients' unique needs. Led by Susie Leivas, the firm is committed to empowering clients with the knowledge and guidance necessary to navigate their financial journeys.Explore more
Leivas Tax Wealth's Social MediaPopular SearchesLeivas Tax WealthLeivas Tax Wealth ManagementLeivas IncLeivas and Associates IncR J Norton IncSIC Code 62,628NAICS Code 52,523Show more

Leivas Tax Wealth Org Chart

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Manager, Payroll

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Financial Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Leivas Tax Wealth

<$5M
11-50
Private
-
1979
DR
Desira ReitanManager, Payroll
<$5M
11-50
Private
-
2014
AM
Andrew MessarraFinancial Advisor
<$5M
1-10
Private
-
2005
TS
Timothy SchmidtVice President
<$5M
1-10
Private
-
-
JO
Jessica OrdClient Service Manager & Executive Assistant
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
1981
MD
Melissa DowningClient Service Manager
<$5M
1-10
Private
-
2014
Indira al-Rashid, Director of Impressions at Smart Cents
Indira al-RashidDirector of Impressions
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Leivas Tax Wealth Tech Stack

Top Finance Companies

Frequently Asked Questions Regarding Leivas Tax Wealth

What is Leivas Tax Wealth's official website?
Leivas Tax Wealth's official website is www.leivasassoc.com
What is Leivas Tax Wealth's Revenue?
Leivas Tax Wealth's revenue is <$5 Million
What is Leivas Tax Wealth's SIC code?
Leivas Tax Wealth's SIC: 62,628
What is Leivas Tax Wealth's NAICS code?
Leivas Tax Wealth's NAICS: 52,523
How many employees does Leivas Tax Wealth have?
Leivas Tax Wealth has 11-50 employees
What industry does Leivas Tax Wealth belong to?
Leivas Tax Wealth is in the industry of: Finance, Securities Trading
What is Leivas Tax Wealth competition?
Leivas Tax Wealth top competitors include: Smart Cents, Alm Wealth Management, Cochran Bell Wealth and Tax Strategy, Invested CPA
What technology does Leivas Tax Wealth use?
Some of the popular technologies that Leivas Tax Wealth uses are: Proofpoint, Microsoft 365, Amazon Web Hosting, Microsoft Exchange Online
How do I contact Leivas Tax Wealth?
Leivas Tax Wealth contact info: Phone number: (951) 300-9600 Website: www.leivasassoc.com
What does Leivas Tax Wealth do?

Leivas Wealth Management is a full-service financial advisory firm established in Riverside in 1957, focusing on providing comprehensive financial solutions including tax planning, investment management, and estate strategies. The firm caters to affluent individuals, business owners, and multigenerational families, emphasizing long-term relationshi... ps and personalized service. Their offerings include cash flow analysis, portfolio management, retirement strategies, risk management, and life insurance tailored to clients' unique needs. Led by Susie Leivas, the firm is committed to empowering clients with the knowledge and guidance necessary to navigate their financial journeys.Read More

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

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