Lifeguard Wealth

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

7250 Redwood Blvd Ste 300, Novato, Calif...

Phone Number

(415) 578-3160

Revenue

<$5 Million

Industry

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

About Lifeguard Wealth

Lifeguard Wealth helps affluent individuals and families manage their money. We believe we have created a better experience for our clients with our highly individualized wealth services, uniquely tailored to each client's needs. Think of us as your financial lifeguard - ensuring all aspects of your financial life are covered and protected. "Even the most brilliant of mathematical geniuses will never be able to tell us what the future holds. In the end, what matters is the quality of our decisions in the face of our uncertainty."Explore more
Lifeguard Wealth's Social MediaPopular SearchesLifeguard Wealth LLCLifeguard WealthLife Guard WealthLifeguardwealthJoe DelaneySIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Lifeguard Wealth

<$5M
1-10
Private
-
2012
N/A
$8.6M
11-50
Private
-
2010
EK
Erich KelleyWealth Advisor
<$5M
1-10
Private
-
-
DT
David TheisNapfa-Registered Financial Advisor
<$5M
1-10
Private
-
-
PC
Paul CimaPresident & CEO
<$5M
1-10
Private
-
2009
N/A
<$5M
1-10
Private
-
1983
<$5M
1-10
Private
-
-
CG
Caroline GayleFinancial Planner
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Lifeguard Wealth Tech Stack

A closer look at the technologies used by Lifeguard Wealth

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Frequently Asked Questions Regarding Lifeguard Wealth

What is Lifeguard Wealth's official website?
Lifeguard Wealth's official website is www.lifeguardwealth.com
What is Lifeguard Wealth's Revenue?
Lifeguard Wealth's revenue is <$5 Million
What is Lifeguard Wealth's SIC code?
Lifeguard Wealth's SIC: 62,628
What is Lifeguard Wealth's NAICS code?
Lifeguard Wealth's NAICS: 52,523
How many employees does Lifeguard Wealth have?
Lifeguard Wealth has 1-10 employees
What industry does Lifeguard Wealth belong to?
Lifeguard Wealth is in the industry of: Finance, Securities Trading
What is Lifeguard Wealth competition?
Lifeguard Wealth top competitors include: HSC Wealth Advisors, Highsmith Financial Planning, Sterling Total Wealth Solutions, Total Wealth Advisors
What technology does Lifeguard Wealth use?
Some of the popular technologies that Lifeguard Wealth uses are: Cloudflare Website Optimization, Constant Contact, Google Font API, Node.js
How do I contact Lifeguard Wealth?
Lifeguard Wealth contact info: Phone number: (415) 578-3160 Website: www.lifeguardwealth.com
What does Lifeguard Wealth do?

Lifeguard Wealth helps affluent individuals and families manage their money. We believe we have created a better experience for our clients with our highly individualized wealth services, uniquely tailored to each client's needs. Think of us as your financial lifeguard - ensuring all aspects of your financial life are covered and protected. "Even t... he most brilliant of mathematical geniuses will never be able to tell us what the future holds. In the end, what matters is the quality of our decisions in the face of our uncertainty."Read More

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

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