Wealth Management Associates

Wealth Management Associates

Investment Management, 6600 Koll CTR Pkwy, Pleasanton, California, 83616, United States, 11-50 Employees

wealth-mgt.net

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Who is WEALTH MANAGEMENT ASSOCIATES

Wealth Management Associates (WMA) was founded in 1989 and over the years the business has grown into an organization focused on helping families and individuals to meet their financial g...

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  • 6600 Koll CTR Pkwy, Pleasanton, California, 83616, United States Headquarters: 6600 Koll CTR Pkwy, Pleasanton, California, 83616, United States
  • 1989 Date Founded: 1989
  • 11-50 Employees: 11-50
  • dollar-icon Revenue: $10 Million to $25 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Investment Management

SIC SIC Code: 6411 | NAICS Code: 523930 | Show More

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Wealth Management Associates Org Chart and Mapping

Employees

Jennie Weitz

Client Service - Operations at Wealth Management Associates

Terri Christensen

Client Service Operations Specialist

Jon Sullivan

Investment Advisor Representative W/ Continuum Advisory, Registered Representative W/ Triad Advisors

Teresa Yragui

Investment Advisor Representative

Donny Hopoi

Financial Planning Associate

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Frequently Asked Questions Regarding Wealth Management Associates

Answer: Wealth Management Associates's headquarters are located at 6600 Koll CTR Pkwy, Pleasanton, California, 83616, United States

Answer: Wealth Management Associates's phone number is +19*********

Answer: Wealth Management Associates's official website is https://wealth-mgt.net

Answer: Wealth Management Associates's revenue is $10 Million to $25 Million

Answer: Wealth Management Associates's SIC: 6411

Answer: Wealth Management Associates's NAICS: 523930

Answer: Wealth Management Associates has 11-50 employees

Answer: Wealth Management Associates is in Investment Management

Answer: Wealth Management Associates contact info: Phone number: +19********* Website: https://wealth-mgt.net

Answer: Wealth Management Associates (WMA) was founded in 1989 and over the years the business has grown into an organization focused on helping families and individuals to meet their financial goals. Our representatives offer personalized and comprehensive financial planning. Wealth Management Associates operates two offices in Northern California. Our headquarters is based in Pleasanton and we have a satellite offices in Folsom, California and in Denver, Colorado . Our representatives serve over 300 families with comprehensive financial planning services on an on-going basis. We also work with over 500 clients through other means including: financial planning, retirement planning, asset management, estate planning, and insurance analysis. As a company we strive to provide our clients with professional service on a personal level by using a variety of insurance and investment vehicles. Securities offered through Triad Advisors Member FINRA/SIPC; Investment Advisory Services offered through Continuum Advisory, LLC., 868 E. Riverside Drive, Suite 200, Eagle, ID, an Independent Registered Investment Advisor. Continuum Advisory, LLC and Wealth Management Associates are not affiliated with Triad Advisors.

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