Alpina Wealth Management

Financial Services • Lake Oswego, Oregon, United States • 1-10 Employees

Company overview

Headquarters	525 3rd St, Suite 200, Lake Oswego, OR 97034, US
Phone number	+15036752295
Website	alpinawm.com
NAICS	52
Founded	2023
Employees	1-10

Key Contact at Alpina Wealth Management

Tammi Ortega

Founder and CEO

Alpina Wealth Management Email Formats

Alpina Wealth Management uses 1 email format. The most common is {first initial} (e.g., j@alpinawm.com), used 100% of the time.

Format	Example	Percentage
{first initial}	j@alpinawm.com	100%

About Alpina Wealth Management

Comprehensive wealth management firm serving successful executives, entrepreneurs, and affluent families. Focusing on strategies for investment management, wealth enhancement, wealth protection, wealth transfer, and charitable giving. Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member FINRA (finra.org) / SIPC (sipc.org). The financial professionals associated with Alpina Wealth Management may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Alpina Wealth Management revenue & valuation

Annual revenue	$256,665
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$821,328
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Employees by Department

Alpina Wealth Management has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Alpina Wealth Management has never raised funding before.

Frequently asked questions

Alpina Wealth Management is located in Lake Oswego, Oregon, US.

You can reach Alpina Wealth Management at +15036752295.

Alpina Wealth Management was founded in 2023, making it 3 years old. The company has established itself as a significant player in its industry over this time.

Alpina Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Alpina Wealth Management

Tammi Ortega

Founder and CEO

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