Wealth Management Associates
Investment Management, 6600 Koll CTR Pkwy, Pleasanton, California, 83616, United States, 11-50 Employees
Phone Number: +19*********
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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Headquarters: 6600 Koll CTR Pkwy, Pleasanton, California, 83616, United States
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Date Founded: 1989
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Employees: 11-50
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Revenue: $10 Million to $25 Million
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Active Tech Stack: See technologies
Industry: Investment Management
SIC Code: 6411
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NAICS Code: 523930 |
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Wealth Management Associates Org Chart and Mapping
Jon Sullivan
Investment Advisor Representative W/ Continuum Advisory, Registered Representative W/ Triad Advisors
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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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