Urda Wealth Management
Finance · California, United States · 11-50 Employees
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Overview
Headquarters
18 Crow Canyon Ct Ste 390, San Ramon, Ca...Phone Number
(925) 743-2760Website
www.jimurda.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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1
About Urda Wealth Management
Urda Wealth Management specializes in simplifying the financial lives of wealthy individuals by providing personalized financial planning and management services. Their experienced advisors offer sound research and guidance to help clients create comprehensive financial plans tailored to their unique goals. The firm emphasizes protection and strategic asset management, ensuring clients stay on track to achieve their financial objectives. Additionally, they provide a web-based financial planning tool called WealthVision for an aggregated view of clients' financial situations.Explore more
Urda Wealth Management Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Urda Wealth Management
<$5M
11-50
Private
-
2006
JU
James UrdaCertified Financial Planner & Lpl Financial Registered Representative
Company Profile Activity
Activity Insights
Urda Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Urda Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Urda Wealth Management.
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Frequently Asked Questions Regarding Urda Wealth Management
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Urda Wealth Management specializes in simplifying the financial lives of wealthy individuals by providing personalized financial planning and management services. Their experienced advisors offer sound research and guidance to help clients create comprehensive financial plans tailored to their unique goals. The firm emphasizes protection and strate... Read More
