Meiss Wealth Management

Finance · California, United States · 1-10 Employees

View Company Info for Free

Overview

Headquarters

13017 Signature Pt Apt 248, San Diego, C...

Phone Number

(800) 955-2517

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 Meiss Wealth Management

Meiss Wealth Management, Inc. specializes in providing customized financial planning and investment management services aimed at helping clients prepare for retirement and achieve their financial goals. The firm emphasizes a diversified investment approach and focuses on uncovering durable opportunities in both domestic and global markets. Their target clients include individuals at various stages of life, from those just starting their financial journey to those planning for retirement. The company prides itself on a client-centered philosophy, ensuring that each investment plan reflects the unique needs and aspirations of its clients.Explore more
Popular SearchesMeiss Wealth Management Incmeisswm.comAdvisor LaunchpadSIC Code 62,628NAICS Code 52,523Show more

Meiss Wealth Management Org Chart

PhoneEmail
Rick Meiss, President & Financial Advisor at Meiss Wealth Management
United States flag for contact location.

President & Financial Advisor

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is Meiss Wealth Management your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to Meiss Wealth Management

Compare insights from companies similar to Meiss Wealth Management, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Meiss Wealth Management

<$5M
1-10
Private
-
2015
Rick Meiss, President & Financial Advisor at Meiss Wealth Management
Rick MeissPresident & Financial Advisor
<$5M
1-10
Private
-
2005
WC
William CrossRegistered Financial Assistant
<$5M
1-10
Private
-
1990
DM
Douglas MoreyOwner and President
<$5M
1-10
Private
-
2014
BB
Barrett BensonWealth Advisor
<$5M
1-10
Private
-
-
KB
Kurt BritnellFinancial Professional
<$5M
1-10
Private
-
-
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Meiss Wealth Management Tech Stack

A closer look at the technologies used by Meiss Wealth Management

Top Finance Companies

Frequently Asked Questions Regarding Meiss Wealth Management

What is Meiss Wealth Management's official website?
Meiss Wealth Management's official website is www.meisswm.com
What is Meiss Wealth Management's Revenue?
Meiss Wealth Management's revenue is <$5 Million
What is Meiss Wealth Management's SIC code?
Meiss Wealth Management's SIC: 62,628
What is Meiss Wealth Management's NAICS code?
Meiss Wealth Management's NAICS: 52,523
How many employees does Meiss Wealth Management have?
Meiss Wealth Management has 1-10 employees
What industry does Meiss Wealth Management belong to?
Meiss Wealth Management is in the industry of: Finance, Securities Trading
What is Meiss Wealth Management competition?
Meiss Wealth Management top competitors include: Benson Wealth Management, Security Financial Advisors, Cross Financial Group, MTI Financial Advisors
What technology does Meiss Wealth Management use?
Some of the popular technologies that Meiss Wealth Management uses are: Cloudflare Website Optimization, Proofpoint, Datadog, Google Tag Manager
How do I contact Meiss Wealth Management?
Meiss Wealth Management contact info: Phone number: (800) 955-2517 Website: www.meisswm.com
What does Meiss Wealth Management do?

Meiss Wealth Management, Inc. specializes in providing customized financial planning and investment management services aimed at helping clients prepare for retirement and achieve their financial goals. The firm emphasizes a diversified investment approach and focuses on uncovering durable opportunities in both domestic and global markets. Their ta... rget clients include individuals at various stages of life, from those just starting their financial journey to those planning for retirement. The company prides itself on a client-centered philosophy, ensuring that each investment plan reflects the unique needs and aspirations of its clients.Read More

Is Meiss Wealth Management a public company?
Meiss Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Meiss Wealth Management

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.