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 , Lending & Brokerage

Q: What is Wealth Management Associates competition?

Wealth Management Associates top competitors include: Pathway Financial Group , Westex Investment Services

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, specializing in comprehensive wealth planning for business owners, retirees, and families. Their team of certified financial planners provides personalized financial strategies tailored to clients' unique needs and goals, ensuring a fiduciary approach that prioriti... zes clients' best interests. The firm focuses on various services, including tax strategies, multi-generational wealth planning, and holistic financial planning, to help clients achieve financial independence. With locations in Eagle, ID, Folsom, CA, and Bozeman, MT, they aim to build lasting relationships with clients throughout all life stages. 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

Lending & Brokerage

About Wealth Management Associates

Wealth Management Associates is an independent financial firm based in Danville, CA, specializing in comprehensive wealth planning for business owners, retirees, and families. Their team of certified financial planners provides personalized financial strategies tailored to clients' unique needs and goals, ensuring a fiduciary approach that prioritizes clients' best interests. The firm focuses on various services, including tax strategies, multi-generational wealth planning, and holistic financial planning, to help clients achieve financial independence. With locations in Eagle, ID, Folsom, CA, and Bozeman, MT, they aim to build lasting relationships with clients throughout all life stages.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

Marilyn Isaac

Client Service Associate

Phone

Associate

Phone

Client Service Operations Specialist

Phone

Client Service Operations Specialist

Phone

Financial Planner

Phone

Investment Advisor

Phone

Administrative Assistant

Phone

Certified Financial Planner

Phone

Bookkeeper

Phone

Investment Advisor & Representative & Registe...

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

Pathway Financial Group

<$5M

1-10

Private

2001

Benjamin HagyFinancial Advisor

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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, Lending & Brokerage

What is Wealth Management Associates competition?

Wealth Management Associates top competitors include: Pathway Financial Group, Westex Investment Services

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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