Perch Wealth Employee Directory

Perch Wealth corporate office is located in 9940 Research Dr Ste 200, Irvine, California, 92618, United States and has 11-50 employees.

Perch Wealth Global Presence

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North America1-10

Key Employees of Perch Wealth

  • Lauren Ansolabehere, Chief Operating Officer at Perch Wealth
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    Lauren Ansolab...

    Chief Operating Officer

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Index of contact profiles from Perch Wealth

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Contact Name
Contact Info
Job Title
HQ Location
12

Former Employees at Perch Wealth

Explore people who held key positions, contributed to Perch Wealth's success, and advanced their careers.

  1. Energy Consultant at Freedom Forever

    Worked as Intern

    at Perch Wealth (2021-2021)

    email Andrew Levitt Email direct Andrew Levitt Direct
  2. Customer Support Speci... at SMA Support Services

    Worked as Appointment Setter

    at Perch Wealth (2023-2023)

    email Daniel Argones Email direct Daniel Argones Direct

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People from Similar Companies in the Finance Industry Located in California, United States

Frequently Asked Questions Regarding Perch Wealth Employees

How many employees does Perch Wealth have?
Perch Wealth has 11-50 employees
Who are Perch Wealth key employees?
Some of Perch Wealth key employees are Lauren Ansolabehere
Where is Perch Wealth located?
Perch Wealth’s headquarters are located at 9940 Research Dr Ste 200, Irvine, California, 92618, United States
How do I contact Perch Wealth?
Perch Wealth Contact Info: Phone number: (949) 825-5035 Website: www.perchwealth.com
What does Perch Wealth do?

Perch Wealth specializes in 1031 Exchanges, Delaware Statutory Trusts (DSTs), and Structured Notes, providing tax-efficient investment solutions aimed at preserving wealth and generating passive income. With over 20 years of experience, they cater to retiring landlords, passive investors, and CPAs seeking to support their clients with turnkey inves... tment strategies. The firm is committed to offering personalized, fiduciary guidance and access to institutional-grade assets. Their services are designed to simplify complex investment decisions and align with clients' financial goals.Read More

Is Perch Wealth a public company?
Perch Wealth is private company therefore does not currently have an official ticker symbol
See more information about Perch Wealth Employees

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