LifePoint Wealth Management

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

21250 Hawthorne Blvd Ste 360, Torrance, ...

Phone Number

(310) 574-2244

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About LifePoint Wealth Management

LifePoint Wealth Management, Inc. offers comprehensive, holistic, concierge wealth management services tailored for high net worth clients in the West Los Angeles and South Bay areas. The firm focuses on building, managing, and preserving the wealth of its clients through personalized financial strategies. Their approach includes a thorough assessment of each client's financial situation, ensuring that the investment strategies are uniquely suited to individual needs. Additionally, they provide resources and tools to help clients understand their complete financial picture.Explore more
LifePoint Wealth Management's Social MediaPopular SearchesLifepoint Wealth Management IncLifePoint Wealth ManagementLifepoint Wealth AdvisorsRoderick UySIC Code 62,628NAICS Code 52,523Show more

LifePoint Wealth Management Org Chart

Roderick Uy, Chief Executive Officer & President at LifePoint Wealth Management
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Chief Executive Officer & President

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

LifePoint Wealth Manageme...

<$5M
1-10
Private
-
2014
Roderick Uy, Chief Executive Officer & President at LifePoint Wealth Management
Roderick UyCEO & President
$5M
11-50
Private
-
2000
TH
Tavis HolsingerFinancial Advisor
<$5M
1-10
Private
-
2007
AK
Alison KochOffice Manager
<$5M
1-10
Private
-
1983
SL
Spencer LueckeFinancial Advisor
<$5M
1-10
Private
-
2008
N/A
<$5M
1-10
Private
-
2013
CT
Cuong ToChief Risk Officer & Co-Founder, Anchorpoint
<$5M
1-10
Private
-
2007
RA
Robert AllenPresident & Owner
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

LifePoint Wealth Management Tech Stack

A closer look at the technologies used by LifePoint Wealth Management

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Frequently Asked Questions Regarding LifePoint Wealth Management

What is LifePoint Wealth Management's official website?
LifePoint Wealth Management's official website is www.lifepointwealth.com
What is LifePoint Wealth Management's Revenue?
LifePoint Wealth Management's revenue is <$5 Million
What is LifePoint Wealth Management's SIC code?
LifePoint Wealth Management's SIC: 62,628
What is LifePoint Wealth Management's NAICS code?
LifePoint Wealth Management's NAICS: 52,523
How many employees does LifePoint Wealth Management have?
LifePoint Wealth Management has 1-10 employees
What industry does LifePoint Wealth Management belong to?
LifePoint Wealth Management is in the industry of: Finance, Securities Trading
What is LifePoint Wealth Management competition?
LifePoint Wealth Management top competitors include: Anchor Wealth Management Group, Witek Wealth Management, Capstone Financial Partners, Pillar Wealth Management
What technology does LifePoint Wealth Management use?
Some of the popular technologies that LifePoint Wealth Management uses are: Cloudflare Website Optimization, Cloudflare CDN, Proofpoint, Datadog
Who is the CFO of LifePoint Wealth Management?
LifePoint Wealth Management's CFO is Melynda Uy
How do I contact LifePoint Wealth Management?
LifePoint Wealth Management contact info: Phone number: (310) 574-2244 Website: www.lifepointwealth.com
What does LifePoint Wealth Management do?

LifePoint Wealth Management, Inc. offers comprehensive, holistic, concierge wealth management services tailored for high net worth clients in the West Los Angeles and South Bay areas. The firm focuses on building, managing, and preserving the wealth of its clients through personalized financial strategies. Their approach includes a thorough assessm... ent of each client's financial situation, ensuring that the investment strategies are uniquely suited to individual needs. Additionally, they provide resources and tools to help clients understand their complete financial picture.Read More

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

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