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Wealth Management Associates Revenue and Competitors

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Total Funding

Investments

Industry

Estimated Revenue & Valuation

  • Wealth Management Associates's estimated annual revenue is currently $5.6M per year.(i)
  • Wealth Management Associates's estimated revenue per employee is $181,600

Employee Data

  • Wealth Management Associates has 31 Employees.(i)
  • Wealth Management Associates grew their employee count by -6% last year.

Wealth Management Associates's People

NameTitleEmail/Phone
1
Investment Advisor Representative And Registered RepresentativeReveal Email/Phone
2
Investment AdvisorReveal Email/Phone
3
Investment Advisor Representative w/ Continuum Advisory, Registered Representative w/ Triad AdvisorsReveal Email/Phone
4
CFP® Investment Advisor Representative with Continuum Advisory at Wealth Management AssociatesReveal Email/Phone
5
Investment Advisor RepresentativeReveal Email/Phone
6
Client Service Operations SpecialistReveal Email/Phone
7
Client Service - Operations at Wealth Management AssociatesReveal Email/Phone
8
CERTIFIED FINANCIAL PLANNER™Reveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$3.8M240%N/AN/A
#2
$4.3M27-4%N/AN/A
#3
$1.9M14-22%N/AN/A
#4
$13.7M678%N/AN/A
#5
$27M11928%N/AN/A
#6
$12.1M5934%N/AN/A
#7
$21.1M933%N/AN/A
#8
$23.4M103-8%N/AN/A
#9
$4.3M270%N/AN/A
#10
$7.6M45N/AN/AN/A
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What 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 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.

keywords:N/A

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Total Funding

31

Number of Employees

$5.6M

Revenue (est)

-6%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$3.6M317%N/A
#2
$7.2M317%N/A
#3
$3.7M320%N/A
#4
$6.4M3210%N/A
#5
$6.9M327%N/A