Wealth Compass Financial

Finance · 1-10 Employees

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Overview

Phone Number

(760) 688-0928

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
1
1
1
1
1

About Wealth Compass Financial

Wealth Compass Financial is an independent financial services firm dedicated to assisting clients with their greatest financial concerns. We offer comprehensive investment management and financial strategies coupled with unbiased advice and recommendations. Our utmost goal is to provide customized strategies that can grow with clients throughout the many milestones of life. We take pride in knowing we have helped young professionals, growing families, and retirees pursue their financial dreams.Explore more
Wealth Compass Financial's Social MediaPopular SearchesWealth Compass FinancialWealth Compass Financial IncCompass Financial IncWealth CompassWealth Compass Insurance Services IncSIC Code 62,628NAICS Code 52,523Show more

Wealth Compass Financial Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Wealth Compass Financial

<$5M
1-10
Private
-
2017
<$5M
11-50
Private
-
2009
LB
Lauren BeetleClient Relationship Manager
<$5M
1-10
Private
-
2006
AF
Alan FischerOwner, Founder, and Senior Wealth Manager
<$5M
11-50
Private
-
2015
JA
Jessica AmayaDirector of Impressions
<$5M
1-10
Private
-
2017
DC
Dennis CoralManaging Director - Wealth Advisor
<$5M
1-10
Private
-
2010
JM
Julian MorrisPrincipal and Founder - Concierge Wealth Management
<$5M
1-10
Private
-
1984
CB
Cathy BagbyChief Financial Officer
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Wealth Compass Financial Tech Stack

A closer look at the technologies used by Wealth Compass Financial

Top Finance Companies

Frequently Asked Questions Regarding Wealth Compass Financial

What is Wealth Compass Financial's official website?
Wealth Compass Financial's official website is www.wealthcompassfinancial.com
What is Wealth Compass Financial's Revenue?
Wealth Compass Financial's revenue is <$5 Million
What is Wealth Compass Financial's SIC code?
Wealth Compass Financial's SIC: 62,628
What is Wealth Compass Financial's NAICS code?
Wealth Compass Financial's NAICS: 52,523
How many employees does Wealth Compass Financial have?
Wealth Compass Financial has 1-10 employees
What industry does Wealth Compass Financial belong to?
Wealth Compass Financial is in the industry of: Finance, Securities Trading
What is Wealth Compass Financial competition?
Wealth Compass Financial top competitors include: Coral Wealth Management, Concierge Wealth Management, Bagby Wealth Management, Capital Financial Benefit Solutions
What technology does Wealth Compass Financial use?
Some of the popular technologies that Wealth Compass Financial uses are: NS1, Google Workspace, Gmail, Squarespace
How do I contact Wealth Compass Financial?
Wealth Compass Financial contact info: Phone number: (760) 688-0928 Website: www.wealthcompassfinancial.com
What does Wealth Compass Financial do?

Wealth Compass Financial is an independent financial services firm dedicated to assisting clients with their greatest financial concerns. We offer comprehensive investment management and financial strategies coupled with unbiased advice and recommendations. Our utmost goal is to provide customized strategies that can grow with clients throughout th... e many milestones of life. We take pride in knowing we have helped young professionals, growing families, and retirees pursue their financial dreams.Read More

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

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