Odyssey Wealth Design

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

18400 Von Karman Ave Ste 550, Irvine, Ca...

Phone Number

(949) 474-6872

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Odyssey Wealth Design

Prospera Succession Partners, formerly known as Odyssey Wealth Design, offers a range of financial planning services including business owner planning, family succession planning, and retirement planning. The firm aims to assist high-net-worth families, business owners, and executives in achieving financial independence and creating lasting legacies. With a team of experienced professionals, they provide comprehensive financial strategies tailored to their clients' needs. Their offices are located in multiple regions including Orange County, Ventura County, Silicon Valley, and Honolulu, Hawaii.Explore more
Odyssey Wealth Design's Social MediaPopular SearchesOdyssey Wealth Designcom OdysseyWealthDesignSIC Code 62,628NAICS Code 52,523Show more

Odyssey Wealth Design Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Odyssey Wealth Design

<$5M
1-10
Private
-
2000
JS
Jennifer SchrierFinancial Planner
<$5M
11-50
Private
-
-
N/A
<$5M
11-50
Private
-
-
N/A
<$5M
11-50
Private
-
-
DL
Drew LinarelliPrivate Wealth Advisor
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2019
MR
Michael RodriguezOwner and Chief Compliance Officer
<$5M
1-10
Private
-
2000
HC
Halaina CorreaFinancial Planner & Assistant
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Odyssey Wealth Design Tech Stack

A closer look at the technologies used by Odyssey Wealth Design

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Frequently Asked Questions Regarding Odyssey Wealth Design

What is Odyssey Wealth Design's official website?
Odyssey Wealth Design's official website is www.odysseywealthdesign.com
What is Odyssey Wealth Design's Revenue?
Odyssey Wealth Design's revenue is <$5 Million
What is Odyssey Wealth Design's SIC code?
Odyssey Wealth Design's SIC: 62,628
What is Odyssey Wealth Design's NAICS code?
Odyssey Wealth Design's NAICS: 52,523
How many employees does Odyssey Wealth Design have?
Odyssey Wealth Design has 1-10 employees
What industry does Odyssey Wealth Design belong to?
Odyssey Wealth Design is in the industry of: Finance, Securities Trading
What is Odyssey Wealth Design competition?
Odyssey Wealth Design top competitors include: Brad Byrns, Aegis Financial Partners, startmyfinancialplan.com, Equanimity Wealth Planning and Investing
What technology does Odyssey Wealth Design use?
Some of the popular technologies that Odyssey Wealth Design uses are: GoDaddy DNS, Amazon Web Hosting, GoDaddy Web Hosting, Google Workspace
How do I contact Odyssey Wealth Design?
Odyssey Wealth Design contact info: Phone number: (949) 474-6872 Website: www.odysseywealthdesign.com
What does Odyssey Wealth Design do?

Prospera Succession Partners, formerly known as Odyssey Wealth Design, offers a range of financial planning services including business owner planning, family succession planning, and retirement planning. The firm aims to assist high-net-worth families, business owners, and executives in achieving financial independence and creating lasting legacie... s. With a team of experienced professionals, they provide comprehensive financial strategies tailored to their clients' needs. Their offices are located in multiple regions including Orange County, Ventura County, Silicon Valley, and Honolulu, Hawaii.Read More

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

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