Wealth
Education · California, United States · 1-10 Employees
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Overview
Headquarters
500 Bayview Cir, Newport Beach, Californ...Website
www.wtlcourse.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Wealth
Wealth That Lasts offers private wealth management education tailored for affluent individuals and families, focusing on developing personal wealth strategies and effective communication with financial advisors. The course, led by experienced instructors, covers essential topics such as investment management, estate planning, and risk assessment over a five-week program. Designed for participants with varying levels of financial knowledge, the course emphasizes unbiased information in a solicitation-free environment. The program aims to empower clients to manage their wealth confidently and achieve their financial goals.Explore more
Wealth Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
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JM
June MatthysseAssistant Vice President & Client Service Client Relationship Manager
Company Profile Activity
Activity Insights
Wealth is experiencing very low activity levels compared to other companies in the Education sector.
What does this means?
Wealth is drawing exceptional interest within the Education industry, suggesting notable developments or strong market momentum, learn more about Wealth.
Wealth Tech Stack
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Wealth That Lasts offers private wealth management education tailored for affluent individuals and families, focusing on developing personal wealth strategies and effective communication with financial advisors. The course, led by experienced instructors, covers essential topics such as investment management, estate planning, and risk assessment ov... Read More
