Restrepo Wealth
Finance · California, United States · 1-10 Employees
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Overview
Headquarters
1024 Iron Point Rd Ste 1085, Folsom, Cal...Phone Number
(916) 850-0057Website
www.restrepowealth.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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1
About Restrepo Wealth
Restrepo Wealth offers a comprehensive range of financial services including wealth management, advanced tax planning, risk mitigation, legal services, and business advisory. They operate a Virtual Family Office that combines expertise across these disciplines to provide proactive and holistic planning for their clients. Their target clients are those seeking to maximize their potential through tailored financial strategies. The firm emphasizes a team-based approach to understand and prioritize client needs, addressing their most significant challenges and goals.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
Restrepo Wealth
<$5M
1-10
Private
-
2019
N/A
Company Profile Activity
Activity Insights
Restrepo Wealth is experiencing very low activity levels compared to other companies in the Finance sector.
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Restrepo Wealth is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Restrepo Wealth.
Restrepo Wealth Tech Stack
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Restrepo Wealth offers a comprehensive range of financial services including wealth management, advanced tax planning, risk mitigation, legal services, and business advisory. They operate a Virtual Family Office that combines expertise across these disciplines to provide proactive and holistic planning for their clients. Their target clients are th... Read More
