Ambassador Wealth Management
Financial Services • 
Vancouver, Washington, United States • 1-10 Employees
Company overview
| Headquarters | 7720 NE Vancouver Mall Dr, Vancouver, Washington 98662, US |
| Phone number | +13603146323 |
| Websites | |
| NAICS | 52 |
| SIC | 874 |
| Keywords | Insurance Planning, Asset Based Lending, Education Planning, Special Needs Planning, Retirement Planning, Portfolio Management, Long Term Care, Financial Planning, Estate Planning, Investment Management, Income Tax Planning, Legacy/Charitable Giving, Corporate Retirement Plans, Business/Real Estate Investments, Social Security/Madicare Planning |
| Founded | 2009 |
| Employees | 1-10 |
| Socials |
Key Contacts at Ambassador Wealth Management
Emylina Boettcher
Director Of Operations
Stuart Quint
Managing Director - Investments And Compliance
Ambassador Wealth Management Email Formats
Ambassador Wealth Management uses 2 email formats. The most common is {first initial} (e.g., j@ambassadorwm.com), used 80% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@ambassadorwm.com | 80% |
{first name} | john@ambassadorwm.com | 20% |
About Ambassador Wealth Management
Ambassador Wealth Management is a financial planning company based out of Vancouver, Washington. We are a full-service portfolio management firm that specializes in financial planning. Areas covered include, but are not limited to estate planning, retirement, retirement planning, insurance planning, and income tax planning. The company was founded in 2009 by Petr Burunov. Petr is a long time Vancouver resident (over 20 yrs) and has been in the finance industry since 1998. Developing healthy, lasting relationships with our clients is of utmost importance to us, and in these relationships, our desire is to assist them in reaching their financial goals. Ambassador Wealth Management, LLC is registered to transact business in the states of Washington, Oregon, and California. The adviser may not transact business in states where it is not appropriately registered, excluded, or exempted from registration. Individualized responses to persons that involve either the effecting of transactions in securities or the rendering of personalized investment advice for compensation, will not be made without registration or exemption. Any like on this page can and should not be construed as an endorsement of our professional services.
Ambassador Wealth Management revenue & valuation
| Annual revenue | $513,330 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,700,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Ambassador Wealth Management has 4 employees across 4 departments.
Departments
Number of employees
Funding Data
Ambassador Wealth Management has never raised funding before.
Ambassador Wealth Management Tech Stack
Discover the technologies and tools that power Ambassador Wealth Management's digital infrastructure, from frameworks to analytics platforms.
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Programming languages
India
Netherlands
Frequently asked questions
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