Ambassador Wealth Management Revenue

Investment Management • 5101 E. La Palma Ave, Anaheim, United States • 1-10 Employees

Ambassador Wealth Management revenue & valuation

Annual revenue	$5,948,328
Revenue per employee	$2,975,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$19,100,000
Total funding	No funding

Key Contact at Ambassador Wealth Management

Peter Brien

Founder/ Wealth Manager

Company overview

Headquarters	5101 E. La Palma Ave, Anaheim, CA 92807, US
Phone number	+17146762061
Website	ambassadorwealth.com
NAICS	5231
SIC	874
Founded	2013
Employees	1-10
Socials

Ambassador Wealth Management Email Formats

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

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

About Ambassador Wealth Management

We are dedicated to guide our clients through the intimidating financial decisions in life. Our passion for helping them to succeed while humanizing the investment process with every client is our foundation for success. Through our experience in working for large organizations, we have come to realize that people transact business with people, not the name of the corporation on the door. It’s that one on one connection that motivates us on a daily basis and gives us the pride of personal ownership. Our job is to listen, focus on what is important, and help you to make an informed decision. We care about our clients and are invested in your financial success. We look forward to working with you, your family, and for you to become a part of our family at Ambassador Wealth Management. Securities offered through Cetera Financial Specialists LLC (doing insurance business in CA as CFGFS Insurance Agency LLC), member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

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.

Cloudflare

CDN

Modernizr

JavaScript libraries

Awesomplete

Search engines

Cloudflare Bot Management

Security

jQuery

JavaScript libraries

Google Tag Manager

Tag managers

FMG Suite

Marketing automation

HSTS

Security

FancyBox

JavaScript libraries

Open Graph

Miscellaneous

Vimeo

Video players

Datadog

Analytics

Frequently asked questions

Ambassador Wealth Management is located in 5101 E. La Palma Ave, Anaheim, US.

You can reach Ambassador Wealth Management at +17146762061.

Ambassador Wealth Management generates an estimated annual revenue of $5,948,328. This revenue figure reflects the company's market position and business performance in its industry.

Ambassador Wealth Management has an estimated valuation of $19,100,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Ambassador Wealth Management was founded in 2013, making it 13 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at Ambassador Wealth Management

Peter Brien

Founder/ Wealth Manager

4.8

40,000 users