Marquez Private Wealth Management
Finance · California, United States · 1-10 Employees
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Overview
Headquarters
2 N Lake Ave Ste 910, Pasadena, Californ...Phone Number
(626) 658-9610Website
www.marquezprivatewealth.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Marquez Private Wealth Management
Marquez Private Wealth Management specializes in wealth management services tailored for founders, business owners, and families with intergenerational wealth. The firm focuses on nurturing prosperity and empowering clients to build timeless legacies. Their experienced team is dedicated to simplifying wealth and enhancing client independence. Recognized by Forbes as one of America's Top Women Wealth Advisors, they are committed to achieving their clients' financial goals.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
Marquez Private Wealth Ma...
<$5M
1-10
Private
-
2018
DA
Dianne AdriaticoSenior Client Service Associate
Company Profile Activity
Activity Insights
Marquez Private Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.
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Marquez Private Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Marquez Private Wealth Management.
Marquez Private Wealth Management Tech Stack
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Marquez Private Wealth Management News & Media
Marquez Private Wealth Management of Raymond James Participates at 28th Annual Women’s Symposium
PASADENA, Calif.--(BUSINESS WIRE)-- #28thannualwomenssymposium--Michelle Marquez, Managing Director of Marquez Private Wealth of Raymond James Participates at 28th Annual Women's Symposium.Michelle Marquez Named to Forbes’ List of Top Women Wealth Advisors
PASADENA, Calif.--(BUSINESS WIRE)-- #financialadvisor--Michelle Marquez, Managing Director of Marquez Private Wealth Management located at 2 North Lake Avenue Suite 910 Pasadena CA, was among the Raymond James-affiliated advisors named to the Forbes list of America’s Top Women Advisors. The list, which recognizes advisors from national, regional and independent offices, was released online February 4, 2022. The Forbes ranking of America’s Top Women Advisors was developed by SHOOK Research and isMichelle Marquez to Lead Top Producer Panel at Raymond James Fall Development Symposium
LOS ANGELES--(BUSINESS WIRE)-- #financialadvisor--Michelle Marquez to Lead Top Producer Panel at Raymond James Fall Development SymposiumMichelle Marquez Named to Forbes’ List of Top Women Wealth Advisors
PASADENA, Calif.--(BUSINESS WIRE)-- #announcement--MICHELLE MARQUEZ NAMED TO FORBES’ LIST OF TOP WOMEN WEALTH ADVISORS
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Marquez Private Wealth Management specializes in wealth management services tailored for founders, business owners, and families with intergenerational wealth. The firm focuses on nurturing prosperity and empowering clients to build timeless legacies. Their experienced team is dedicated to simplifying wealth and enhancing client independence. Recog... Read More
