Wacker Wealth Partners

Finance · California, United States · 11-50 Employees

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Overview

Headquarters

892 Aerovista Pl Ste 220, San Luis Obisp...

Phone Number

(805) 541-1308

Revenue

$5.6 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Wacker Wealth Partners

Wacker Wealth Partners, now partnered with EP Wealth, provides comprehensive wealth management services designed to meet the unique financial goals of its clients. Their services include financial planning, investment management, retirement planning, estate planning, and specialized divorce financial planning, among others. The firm caters to individuals and families seeking personalized financial strategies and support. Clients can benefit from secure access to their financial accounts and a range of educational resources to enhance their financial literacy.Explore more
Wacker Wealth Partners's Social MediaPopular SearchesWacker Wealth Partners LLCWacker Wealth PartnersRe Wacker Associates IncWacker Associates IncRe Associates Financial PlannerSIC Code 62,628NAICS Code 52,523Show more

Wacker Wealth Partners Org Chart

PhoneEmail
Robert Wacker, Chief Sales Officer, Fractional (CSO) at Wacker Wealth Partners
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Chief Sales Officer, Fractional (CSO)

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Wacker Wealth Partners

$5.6M
11-50
Private
-
1987
Robert Wacker, Chief Sales Officer, Fractional (CSO) at Wacker Wealth Partners
Robert WackerChief Sales Officer, Fractional (CSO)
$7.6M
11-50
Private
-
2002
DT
Diane TinneyGeneral Manager
<$5M
1-10
Private
-
2016
WB
William BeezleyPrincipal and Investment Advisor
<$5M
1-10
Private
-
2009
<$5M
1-10
Private
-
2014
Jd
Jeff de ValdiviaInvestment Advisor & Founder
<$5M
1-10
Private
-
1993
Brett Fry, Managing Director at Forteris Wealth Management
Brett FryManaging Director
<$5M
1-10
Private
-
-
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Wacker Wealth Partners Tech Stack

A closer look at the technologies used by Wacker Wealth Partners

Wacker Wealth Partners News & Media

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Frequently Asked Questions Regarding Wacker Wealth Partners

What is Wacker Wealth Partners's official website?
Wacker Wealth Partners's official website is www.wackerwealthpartners.com
What is Wacker Wealth Partners's Revenue?
Wacker Wealth Partners's revenue is $5.6 Million
What is Wacker Wealth Partners's SIC code?
Wacker Wealth Partners's SIC: 62,628
What is Wacker Wealth Partners's NAICS code?
Wacker Wealth Partners's NAICS: 52,523
How many employees does Wacker Wealth Partners have?
Wacker Wealth Partners has 11-50 employees
What industry does Wacker Wealth Partners belong to?
Wacker Wealth Partners is in the industry of: Finance, Securities Trading
What is Wacker Wealth Partners competition?
Wacker Wealth Partners top competitors include: Sherwood Investment Services, Olympic Financial Advisors, Fleurus Investment Advisory, Forteris Wealth Management
What companies has Wacker Wealth Partners acquired?
Wacker Wealth Partners has acquired the companies: Parker Advisory Group, Vantage Advisors, Cornercap Investment Counsel, Harris Financial Advisors
What technology does Wacker Wealth Partners use?
Some of the popular technologies that Wacker Wealth Partners uses are: GoDaddy DNS, Cloudflare Security, Cloudflare DNS, Squarespace
How do I contact Wacker Wealth Partners?
Wacker Wealth Partners contact info: Phone number: (805) 541-1308 Website: www.wackerwealthpartners.com
What does Wacker Wealth Partners do?

Wacker Wealth Partners, now partnered with EP Wealth, provides comprehensive wealth management services designed to meet the unique financial goals of its clients. Their services include financial planning, investment management, retirement planning, estate planning, and specialized divorce financial planning, among others. The firm caters to indiv... iduals and families seeking personalized financial strategies and support. Clients can benefit from secure access to their financial accounts and a range of educational resources to enhance their financial literacy.Read More

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

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