Shidoosh Wealth Management
Finance · California, United States · 1-10 Employees
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Overview
Headquarters
3435 E Thousand Oaks Blvd, Thousand Oaks...Phone Number
(818) 435-4555Website
www.shidoosh.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Mar
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Jun
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ZI Rank
1
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1
1
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1
About Shidoosh Wealth Management
Shidoosh Wealth Management LLC, based in Thousand Oaks, CA, offers a range of financial services including portfolio management, retirement planning, estate planning, and sustainable investing. With over 30 years of experience, the firm is dedicated to helping clients achieve their financial goals through tailored strategies and expert guidance. Their services cater to individuals and businesses seeking comprehensive financial planning and investment solutions. The company emphasizes a disciplined approach to investing and provides personalized support to navigate various financial challenges.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
Shidoosh Wealth Managemen...
<$5M
1-10
Private
<$5M
2018
N/A
Company Profile Activity
Activity Insights
Shidoosh Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Shidoosh Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Shidoosh Wealth Management.
Shidoosh Wealth Management financials insights
Gather financial insights about Shidoosh Wealth Management, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2025
Multiple Rounds
$156K
Shidoosh Wealth Management Tech Stack
A closer look at the technologies used by Shidoosh Wealth Management
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Most Recent Scoops
Funding
reportedly secured $83,800 in Debt funding in Q2 2025.
Funding, Financing & Debt
Funding
reportedly secured $44,500 in Debt funding in Q3 2024. The financing was provided by AmPac Tri-State CDC.
Funding, Financing & Debt
Funding
reportedly secured $29,300 in Debt funding in Q3 2024. The financing was provided by Northeast Bank.
Funding, Financing & Debt
Funding
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Frequently Asked Questions Regarding Shidoosh Wealth Management
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Shidoosh Wealth Management LLC, based in Thousand Oaks, CA, offers a range of financial services including portfolio management, retirement planning, estate planning, and sustainable investing. With over 30 years of experience, the firm is dedicated to helping clients achieve their financial goals through tailored strategies and expert guidance. Th... Read More
