Takwealth

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

21151 S Western Ave 157, Torrance, Calif...

Phone Number

(424) 334-3124

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 Takwealth

TAKWEALTH is a wealth management firm based in Torrance, California, serving individuals, couples, families, and business owners in the Greater Los Angeles area. The firm specializes in personalized investment management and financial planning, utilizing a technical, data-driven approach to help clients achieve their life goals and build lasting wealth. TAKWEALTH emphasizes intensive planning and risk management, ensuring clients are prepared for unexpected financial setbacks while also focusing on maximizing returns. With a commitment to leveraging technology, including artificial intelligence, TAKWEALTH aims to provide a customized financial planning experience that stands out in today's complex financial landscape.Explore more
Takwealth's Social MediaPopular SearchesTakwealthSIC Code 62,628NAICS Code 52,523Show more

Takwealth Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Takwealth

<$5M
1-10
Private
-
-
$5M
11-50
Private
-
2012
BC
Benjamin ColesChief Development Officer (Cdo)
<$5M
11-50
Private
-
2023
Earl Johnson, Chief Executive Officer & President at Lexus Wealth Management
Earl JohnsonCEO & President
<$5M
1-10
Private
<$5M
2011
ML
McKayla LanghillRelationship Manager
<$5M
1-10
Private
-
2017
ND
Natalya DalgleishHead of Operations
<$5M
1-10
Private
-
2005
LW
Leanne WaidRegistered Investment Advisor
<$5M
1-10
Private
-
-
JK
Jiles KirklandSenior Vice President
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Takwealth Tech Stack

A closer look at the technologies used by Takwealth

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Frequently Asked Questions Regarding Takwealth

What is Takwealth's official website?
Takwealth's official website is www.takwealth.com
What is Takwealth's Revenue?
Takwealth's revenue is <$5 Million
What is Takwealth's SIC code?
Takwealth's SIC: 62,628
What is Takwealth's NAICS code?
Takwealth's NAICS: 52,523
How many employees does Takwealth have?
Takwealth has 1-10 employees
What industry does Takwealth belong to?
Takwealth is in the industry of: Finance, Securities Trading
What is Takwealth competition?
Takwealth top competitors include: Lexus Wealth Management, Davis Private Wealth, Antaeus Wealth Advisors, Family Wealth Solutions
What technology does Takwealth use?
Some of the popular technologies that Takwealth uses are: goo.gl, Cloudflare Rocket Loader, WordPress.org, PHP
How do I contact Takwealth?
Takwealth contact info: Phone number: (424) 334-3124 Website: www.takwealth.com
What does Takwealth do?

TAKWEALTH is a wealth management firm based in Torrance, California, serving individuals, couples, families, and business owners in the Greater Los Angeles area. The firm specializes in personalized investment management and financial planning, utilizing a technical, data-driven approach to help clients achieve their life goals and build lasting we... alth. TAKWEALTH emphasizes intensive planning and risk management, ensuring clients are prepared for unexpected financial setbacks while also focusing on maximizing returns. With a commitment to leveraging technology, including artificial intelligence, TAKWEALTH aims to provide a customized financial planning experience that stands out in today's complex financial landscape.Read More

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

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