Ossola Wealth Management
Finance · California, United States · 1-10 Employees
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Overview
Headquarters
130 Vantis Dr Ste 135, Aliso Viejo, Cali...Phone Number
(949) 255-5852Website
www.ossolawm.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Ossola Wealth Management
Ossola Wealth Management is an independent wealth management practice focused on assisting individuals and families in managing their financial affairs. They offer a range of Private Family Office services, emphasizing the creation of simple, effective, and cost-effective strategies tailored to clients' goals and aspirations. With a client cap to ensure personalized attention, they primarily serve clients with a minimum asset requirement of $1 million in the Southwest United States. Their process involves understanding both the technical and personal aspects of clients' situations to develop comprehensive financial strategies.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
Ossola Wealth Management
<$5M
1-10
Private
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N/A
Company Profile Activity
Activity Insights
Ossola Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.
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Ossola Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Ossola Wealth Management.
Ossola Wealth Management Tech Stack
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Ossola Wealth Management is an independent wealth management practice focused on assisting individuals and families in managing their financial affairs. They offer a range of Private Family Office services, emphasizing the creation of simple, effective, and cost-effective strategies tailored to clients' goals and aspirations. With a client cap to e... Read More
