Alliance Wealth Strategies, Inc

Financial Services • Santa Barbara, California, United States • 1-10 Employees

Company overview

Headquarters	1020 State St, Santa Barbara, California 93101, US
Phone number	+18054561801
Websites	awsplanning.com alliancewealthstrategies.com
NAICS	52
SIC	628
Keywords	Insurance Planning, Wealth Management, Retirement Planning, Portfolio Management, Estate Planning, Corporate Retirement Solutions
Founded	2009
Employees	1-10
Socials

Key Contact at Alliance Wealth Strategies, Inc

Anthony Castillo

VP of Finance & Director of Trust & Customer Relations

Alliance Wealth Strategies, Inc Email Formats

Alliance Wealth Strategies, Inc uses 1 email format. The most common is {first name} (e.g., john@alliancebernstein.com), used 100% of the time.

Format	Example	Percentage
{first name}	john@alliancebernstein.com	100%

About Alliance Wealth Strategies, Inc

Mission: To Protect, Build and Preserve your Financial Future. Alliance Wealth Strategies is a Santa Barbara-based wealth management practice established in 2009 by founder and president, Sergio Villa. Villa built AWS on the belief that each client has a unique set of circumstances, experiences and needs that must be considered to provide what is truly best for them. It is through this holistic approach that the motto "planning with you in mind" is realized. At Alliance Wealth Strategies, we have the ability to tailor strategies to fit each client’s needs. In 2015, Alliance Wealth Strategies and retirement planning firm The Source Financial Group merged to offer expertise in the area of defined contribution plans. At Alliance Wealth Strategies, we believes in long-term investment disciplines and seeks to develop long-tenured client relationships. Sergio Villa is a Registered Representative offering Securities and Advisory Services through United Planners Financial Services, Member: FINRA, SIPC. Alliance Wealth Strategies and United Planners are not affiliated

Alliance Wealth Strategies, Inc revenue & valuation

Annual revenue	$342,220
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,100,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Vice President

Funding Data

Alliance Wealth Strategies, Inc has never raised funding before.

Alliance Wealth Strategies, Inc Tech Stack

Discover the technologies and tools that power Alliance Wealth Strategies, Inc's digital infrastructure, from frameworks to analytics platforms.

Cloudflare

CDN

GoDaddy

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HSTS

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Frequently asked questions

Alliance Wealth Strategies, Inc is located in Santa Barbara, California, US.

You can reach Alliance Wealth Strategies, Inc at +18054561801.

Alliance Wealth Strategies, Inc was founded in 2009, making it 17 years old. The company has established itself as a significant player in its industry over this time.

Alliance Wealth Strategies, Inc has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Alliance Wealth Strategies, Inc

Anthony Castillo

VP of Finance & Director of Trust & Customer Relations

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