Pearson Wealth Management

Finance · California, United States · 11-50 Employees

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Overview

Headquarters

16458 Bolsa Chica St 545, Huntington Bea...

Phone Number

(562) 277-1485

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
1
1
1
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1

About Pearson Wealth Management

Pearson Wealth Management is a financial services firm with over 20 years of experience, specializing in investment services and client education aimed at achieving financial freedom and security. They provide unbiased advice and work collaboratively with clients to offer clear, easy-to-understand recommendations. The firm is dedicated to guiding clients through the implementation of their financial strategies. Their target clients are individuals seeking informed financial guidance and support.Explore more
Popular SearchesPearson Wealth ManagementPearson Advisory Services LLCPearsonSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Pearson Wealth Management

<$5M
11-50
Private
-
2013
N/A
<$5M
1-10
Private
-
2019
N/A
<$5M
11-50
Private
-
2004
NC
Nick ComonChief Operating Officer & Chief Compliance Officer, Amp
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
2004
CS
Christina SimonManager, Operations
<$5M
1-10
Private
-
2012
<$5M
1-10
Private
-
1991
SR
Sharon RatcliffChief Financial Officer
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Pearson Wealth Management Tech Stack

A closer look at the technologies used by Pearson Wealth Management

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Frequently Asked Questions Regarding Pearson Wealth Management

What is Pearson Wealth Management's official website?
Pearson Wealth Management's official website is www.pearsonwm.com
What is Pearson Wealth Management's Revenue?
Pearson Wealth Management's revenue is <$5 Million
What is Pearson Wealth Management's SIC code?
Pearson Wealth Management's SIC: 62,628
What is Pearson Wealth Management's NAICS code?
Pearson Wealth Management's NAICS: 52,523
How many employees does Pearson Wealth Management have?
Pearson Wealth Management has 11-50 employees
What industry does Pearson Wealth Management belong to?
Pearson Wealth Management is in the industry of: Finance, Securities Trading
What is Pearson Wealth Management competition?
Pearson Wealth Management top competitors include: Primetime Wealth Management, Core Wealth Management, Bollin Wealth Management, Stockade Wealth Management
What technology does Pearson Wealth Management use?
Some of the popular technologies that Pearson Wealth Management uses are: Google Universal Analytics, Eploy, Engage ATS, Google Font API
How do I contact Pearson Wealth Management?
Pearson Wealth Management contact info: Phone number: (562) 277-1485 Website: www.pearsonwm.com
What does Pearson Wealth Management do?

Pearson Wealth Management is a financial services firm with over 20 years of experience, specializing in investment services and client education aimed at achieving financial freedom and security. They provide unbiased advice and work collaboratively with clients to offer clear, easy-to-understand recommendations. The firm is dedicated to guiding c... lients through the implementation of their financial strategies. Their target clients are individuals seeking informed financial guidance and support.Read More

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

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