RSO Wealth

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

16130 Ventura Blvd Ste 550, Encino, Cali...

Phone Number

(818) 305-6810

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About RSO Wealth

RSO Wealth, LLC specializes in wealth management and financial planning services, focusing on creating tailored roadmaps for clients to enhance their financial freedom. The firm operates as fiduciaries, ensuring a disciplined approach to constructing and managing long-term investment portfolios that align with each client's risk/reward profile. Their transparent investment strategy emphasizes open decision-making and clear communication of advantages. RSO Wealth primarily serves individuals seeking comprehensive financial guidance and wealth stewardship.Explore more
RSO Wealth's Social MediaPopular SearchesRso Wealth LLCRSO Advisors LLPSIC Code 62,628NAICS Code 52,523Show more

RSO Wealth Org Chart

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RO
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

RSO Wealth

<$5M
1-10
Private
-
2020
RO
Robert ObersteinManaging Partner
<$5M
1-10
Private
-
1994
KN
Katie NortonProject Manager
<$5M
11-50
Private
-
1989
SF
Sean FitzPatrickManaging Director
<$5M
1-10
Private
-
2006
HC
Hope CanniffFinancial Planner
<$5M
1-10
Private
-
2014
<$5M
1-10
Private
-
2013
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

RSO Wealth Tech Stack

A closer look at the technologies used by RSO Wealth

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Frequently Asked Questions Regarding RSO Wealth

What is RSO Wealth's official website?
RSO Wealth's official website is www.rsowealth.com
What is RSO Wealth's Revenue?
RSO Wealth's revenue is <$5 Million
What is RSO Wealth's SIC code?
RSO Wealth's SIC: 62,628
What is RSO Wealth's NAICS code?
RSO Wealth's NAICS: 52,523
How many employees does RSO Wealth have?
RSO Wealth has 1-10 employees
What industry does RSO Wealth belong to?
RSO Wealth is in the industry of: Finance, Securities Trading
What is RSO Wealth competition?
RSO Wealth top competitors include: RW Wealth, Lakeside Financial Planning, Sherwood Investment Services, Arbor Wealth Advisors
What technology does RSO Wealth use?
Some of the popular technologies that RSO Wealth uses are: Drupal, Proofpoint, AddToAny, Google Tag Manager
How do I contact RSO Wealth?
RSO Wealth contact info: Phone number: (818) 305-6810 Website: www.rsowealth.com
What does RSO Wealth do?

RSO Wealth, LLC specializes in wealth management and financial planning services, focusing on creating tailored roadmaps for clients to enhance their financial freedom. The firm operates as fiduciaries, ensuring a disciplined approach to constructing and managing long-term investment portfolios that align with each client's risk/reward profile. The... ir transparent investment strategy emphasizes open decision-making and clear communication of advantages. RSO Wealth primarily serves individuals seeking comprehensive financial guidance and wealth stewardship.Read More

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

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