Wealth Management Associates

Q: What is Wealth Management Associates's official website?

Wealth Management Associates's official website is www.wealth-mgt.net

Q: What is Wealth Management Associates's Revenue?

Wealth Management Associates's revenue is <$5 Million

Q: What is Wealth Management Associates's SIC code?

Wealth Management Associates's SIC: 62,628

Q: What is Wealth Management Associates's NAICS code?

Wealth Management Associates's NAICS: 52,523

Q: How many employees does Wealth Management Associates have?

Wealth Management Associates has 11-50 employees

Q: What industry does Wealth Management Associates belong to?

Wealth Management Associates is in the industry of: Finance , Securities Trading

Q: What is Wealth Management Associates competition?

Wealth Management Associates top competitors include: Copper Canyon Wealth Management , Pathway Financial Group , Cape Cod Wealth Strategies & Insurance Services , Wealth Management Group

Q: What technology does Wealth Management Associates use?

Some of the popular technologies that Wealth Management Associates uses are: Enom DNS Hosting, Google Font API, Microsoft 365, jsDelivr

Q: How do I contact Wealth Management Associates?

Wealth Management Associates contact info: Phone number: (925) 462-6007 Website: www.wealth-mgt.net

Q: What does Wealth Management Associates do?

Wealth Management Associates is an independent financial firm based in Danville, CA, dedicated to helping clients manage their wealth and achieve financial independence through personalized financial planning. Their team of certified financial planners partners with business owners, retirees, and families to develop comprehensive strategies that al... ign with their unique goals and circumstances. The firm emphasizes a fiduciary approach, ensuring the best interests of clients are prioritized throughout the financial planning process. With additional locations in Eagle, ID, and Folsom, CA, they continuously evolve their expertise to provide tailored wealth management services. Read More

Finance · California, United States · 11-50 Employees

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Overview

Headquarters

400 Main St Ste 200, Pleasanton, Califor...

Phone Number

(925) 462-6007

Website

www.wealth-mgt.net

Revenue

<$5 Million

Industry

Finance

Securities Trading

About Wealth Management Associates

Wealth Management Associates is an independent financial firm based in Danville, CA, dedicated to helping clients manage their wealth and achieve financial independence through personalized financial planning. Their team of certified financial planners partners with business owners, retirees, and families to develop comprehensive strategies that align with their unique goals and circumstances. The firm emphasizes a fiduciary approach, ensuring the best interests of clients are prioritized throughout the financial planning process. With additional locations in Eagle, ID, and Folsom, CA, they continuously evolve their expertise to provide tailored wealth management services.Explore more

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SIC Code 62,628NAICS Code 52,523Show more

Wealth Management Associates Org Chart

Marc Moscowitz

Chief Executive Officer

Phone

Leonard LoDico

Associate

Phone

Client Service Associate

Phone

Client Service Operations Specialist

Phone

Client Service Operations Specialist

Phone

Certified Financial Planner

Phone

Financial Planner

Phone

Bookkeeper

Phone

Certified Financial Planner

Phone

Investment Advisor & Representative & Registe...

Phone

Administrative Assistant

Phone

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Wealth Management Associa...

<$5M

11-50

Private

1989

Marc MoscowitzCEO

Westex Investment Service...

$5.9M

11-50

Private

Shelly WalkerManager, Client Services

Cape Cod Wealth Strategie...

<$5M

1-10

Private

2008

Dustin AiguierCertified Financial Planner

Empire Financial Partners

<$5M

1-10

Private

Angela TimponeOffice Manager

Copper Canyon Wealth Mana...

<$5M

1-10

Private

2011

N/A

Pathway Financial Group

<$5M

1-10

Private

2001

Brian AsperSenior Financial Advisor

Wealth Management Group

<$5M

1-10

Private

N/A

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Frequently Asked Questions Regarding Wealth Management Associates

What is Wealth Management Associates's official website?

Wealth Management Associates's official website is www.wealth-mgt.net

What is Wealth Management Associates's Revenue?

Wealth Management Associates's revenue is <$5 Million

What is Wealth Management Associates's SIC code?

Wealth Management Associates's SIC: 62,628

What is Wealth Management Associates's NAICS code?

Wealth Management Associates's NAICS: 52,523

How many employees does Wealth Management Associates have?

Wealth Management Associates has 11-50 employees

What industry does Wealth Management Associates belong to?

Wealth Management Associates is in the industry of: Finance, Securities Trading

What is Wealth Management Associates competition?

Wealth Management Associates top competitors include: Copper Canyon Wealth Management, Pathway Financial Group, Cape Cod Wealth Strategies & Insurance Services, Wealth Management Group

What technology does Wealth Management Associates use?

Some of the popular technologies that Wealth Management Associates uses are: Enom DNS Hosting, Google Font API, Microsoft 365, jsDelivr

How do I contact Wealth Management Associates?

Wealth Management Associates contact info: Phone number: (925) 462-6007 Website: www.wealth-mgt.net

What does Wealth Management Associates do?

What are Wealth Management Associates social media links?

Wealth Management Associates Linkedin page Wealth Management Associates Facebook page

Is Wealth Management Associates a public company?

Wealth Management Associates is private company therefore does not currently have an official ticker symbol

See more information about Wealth Management Associates

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