Salient Wealth Planning Group

Finance · California, United States · 11-50 Employees

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Overview

Headquarters

1230 Rosecrans Ave Ste 350, Manhattan Be...

Phone Number

(310) 531-1021

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage
ZI Rank: 2
Signal Type
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ZI Rank
1
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About Salient Wealth Planning Group

Salient Wealth Planning Group helps people make smart money choices. Located in Manhattan Beach, they work with families and individuals to build strong financial plans. Their team provides personalized advice on retirement, investments, and long-term wealth management. They listen carefully to each client's goals and create custom strategies to help them succeed.Explore more
Salient Wealth Planning Group's Social MediaPopular SearchesSalient Wealth Planning GroupSalient Wealth Planning Group IncGarrick PetersWealthQsalientwpg.comSIC Code 62,628NAICS Code 52,523Show more

Salient Wealth Planning Group Org Chart

JS
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Founder & Chief Executive Officer

PhoneEmail
RM
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Client Services Associate

PhoneEmail
AH
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Wealth Planner

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Salient Wealth Planning G...

<$5M
11-50
Private
-
1990
JS
John SchlatterFounder & CEO
$8.6M
11-50
Private
-
2010
EK
Erich KelleyWealth Advisor
<$5M
1-10
Private
-
-
HO
Heather OnestoManager, Client Services
<$5M
1-10
Private
-
2020
SB
Stacey BigleyPrivate Wealth Associate
<$5M
1-10
Private
-
-
Oswaldo Gomez, President at Pillar Wealth Strategies
Oswaldo GomezPresident
<$5M
1-10
Private
-
2002
<$5M
1-10
Private
-
1991
SR
Sharon RatcliffChief Financial Officer
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Salient Wealth Planning Group Tech Stack

A closer look at the technologies used by Salient Wealth Planning Group

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Frequently Asked Questions Regarding Salient Wealth Planning Group

What is Salient Wealth Planning Group's official website?
Salient Wealth Planning Group's official website is www.salientwpg.com
What is Salient Wealth Planning Group's Revenue?
Salient Wealth Planning Group's revenue is <$5 Million
What is Salient Wealth Planning Group's SIC code?
Salient Wealth Planning Group's SIC: 62,628
What is Salient Wealth Planning Group's NAICS code?
Salient Wealth Planning Group's NAICS: 52,523
How many employees does Salient Wealth Planning Group have?
Salient Wealth Planning Group has 11-50 employees
What industry does Salient Wealth Planning Group belong to?
Salient Wealth Planning Group is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Salient Wealth Planning Group competition?
Salient Wealth Planning Group top competitors include: Ratcliff Financial Services, Pillar Wealth Strategies, OWL Private Wealth Advisors, Private Wealth Financial Partners
What companies has Salient Wealth Planning Group acquired?
Salient Wealth Planning Group has acquired the companies: The Administrative Management Group, Jefferson-Pilot Corporation
What technology does Salient Wealth Planning Group use?
Some of the popular technologies that Salient Wealth Planning Group uses are: Cloudflare Website Optimization, Fidelity, Google Tag Manager, GoDaddy DNS
How do I contact Salient Wealth Planning Group?
Salient Wealth Planning Group contact info: Phone number: (310) 531-1021 Website: www.salientwpg.com
What does Salient Wealth Planning Group do?

Salient Wealth Planning Group helps people make smart money choices. Located in Manhattan Beach, they work with families and individuals to build strong financial plans. Their team provides personalized advice on retirement, investments, and long-term wealth management. They listen carefully to each client's goals and create custom strategies to he... lp them succeed.Read More

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

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