PWJohnson Wealth

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

2051 Grant Rd Ste 240, Los Altos, Califo...

Phone Number

(408) 747-1222

Revenue

<$5 Million

Industry

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

About PWJohnson Wealth

PWJohnson Wealth and Legacy, LLC is a fee-only fiduciary financial advisory firm based in Los Altos, specializing in comprehensive wealth management and financial planning services. The company aims to inspire individuals, families, and communities to grow their wealth and achieve peace of mind through personalized portfolios and ongoing support. Their mission includes delivering education and tools to help clients make informed financial decisions while focusing on estate planning and legacy building. PWJohnson serves a diverse clientele, offering free consultations to assist clients in navigating their financial possibilities.Explore more
PWJohnson Wealth's Social MediaPopular SearchesPWJohnson WealthPwjohnson Wealth ManagementPW Johnson Wealth and Legacy LLCPWJohnson Wealth and LegacyPWJohnson Wealth and Legacy LLCSIC Code 62,628NAICS Code 52,523Show more

PWJohnson Wealth Org Chart

PhoneEmail
AH
United States flag for contact location.

Manager, Operations

PhoneEmail

PhoneEmail
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Compare Similar Companies to PWJohnson Wealth

Compare insights from companies similar to PWJohnson Wealth, 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

PWJohnson Wealth

<$5M
1-10
Private
-
1990
AH
Alice HamamotoManager, Operations
<$5M
11-50
Private
-
1962
NG
Nicole GayChief Compliance Officer
<$5M
1-10
Private
-
2000
BB
Brittany BettridgeDirector, Catering
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
2006
HC
Hope CanniffFinancial Planner
<$5M
1-10
Private
-
2019
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

PWJohnson Wealth Tech Stack

A closer look at the technologies used by PWJohnson Wealth

Top Finance Companies

Frequently Asked Questions Regarding PWJohnson Wealth

What is PWJohnson Wealth's official website?
PWJohnson Wealth's official website is www.pwjohnson.com
What is PWJohnson Wealth's Revenue?
PWJohnson Wealth's revenue is <$5 Million
What is PWJohnson Wealth's SIC code?
PWJohnson Wealth's SIC: 62,628
What is PWJohnson Wealth's NAICS code?
PWJohnson Wealth's NAICS: 52,523
How many employees does PWJohnson Wealth have?
PWJohnson Wealth has 1-10 employees
What industry does PWJohnson Wealth belong to?
PWJohnson Wealth is in the industry of: Finance, Securities Trading
What is PWJohnson Wealth competition?
PWJohnson Wealth top competitors include: Stockade Wealth Management, Advanced Portfolio Design, Eppolito Financial Strategies, Chronos Wealth Management
What technology does PWJohnson Wealth use?
Some of the popular technologies that PWJohnson Wealth uses are: GoDaddy DNS, Sectigo, The USERTRUST Network, Google Workspace
How do I contact PWJohnson Wealth?
PWJohnson Wealth contact info: Phone number: (408) 747-1222 Website: www.pwjohnson.com
What does PWJohnson Wealth do?

PWJohnson Wealth and Legacy, LLC is a fee-only fiduciary financial advisory firm based in Los Altos, specializing in comprehensive wealth management and financial planning services. The company aims to inspire individuals, families, and communities to grow their wealth and achieve peace of mind through personalized portfolios and ongoing support. T... heir mission includes delivering education and tools to help clients make informed financial decisions while focusing on estate planning and legacy building. PWJohnson serves a diverse clientele, offering free consultations to assist clients in navigating their financial possibilities.Read More

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

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