Wealthjar

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

1304 Santa Rosa St, San Luis Obispo, Cal...

Phone Number

(805) 517-4122

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Wealthjar

Wealthjar is an independent investment advisory firm registered under the Investment Advisers Act of 1940. They provide investment strategies and services primarily for existing clients and referrals. Their offerings include information on investment objectives and fee structures, with additional details available upon request. Wealthjar emphasizes client-specific advisory services tailored to individual financial needs.Explore more
Wealthjar's Social MediaPopular SearchesWealthjarWealth JarWealth Jar Investment AdvisoryWealthjar Investment Advisory LLC1304 Santa Rosa LLCSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Wealthjar

<$5M
1-10
Private
-
2017
N/A
$8.6M
11-50
Private
-
2010
MP
Mindy ParsonsManager, Client Services
<$5M
1-10
Private
-
2021
SP
Stuart PynePortfolio Manager
<$5M
1-10
Private
-
2013
ER
Eugene RicePartner-Wealth Advisor
<$5M
1-10
Private
-
2012
N/A
<$5M
1-10
Private
-
2010
KZ
Kimberley ZolloPresident & Owner
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Wealthjar is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Wealthjar Tech Stack

Top Finance Companies

Frequently Asked Questions Regarding Wealthjar

What is Wealthjar's official website?
Wealthjar's official website is www.mywealthjar.com
What is Wealthjar's Revenue?
Wealthjar's revenue is <$5 Million
What is Wealthjar's SIC code?
Wealthjar's SIC: 62,628
What is Wealthjar's NAICS code?
Wealthjar's NAICS: 52,523
How many employees does Wealthjar have?
Wealthjar has 1-10 employees
What industry does Wealthjar belong to?
Wealthjar is in the industry of: Finance, Securities Trading
What is Wealthjar competition?
Wealthjar top competitors include: Charleston Financial Advisors, Wealth Preservation Advisors, Flores Wealth Planning, Essex Capital Management
What technology does Wealthjar use?
Some of the popular technologies that Wealthjar uses are: Google Cloud Web Serving, Google Cloud Platform, GoDaddy DNS, GoDaddy Email Hosting
How do I contact Wealthjar?
Wealthjar contact info: Phone number: (805) 517-4122 Website: www.mywealthjar.com
What does Wealthjar do?

Wealthjar is an independent investment advisory firm registered under the Investment Advisers Act of 1940. They provide investment strategies and services primarily for existing clients and referrals. Their offerings include information on investment objectives and fee structures, with additional details available upon request. Wealthjar emphasizes... client-specific advisory services tailored to individual financial needs.Read More

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

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