Atherton Wealth Advisors Revenue

Financial Services • Rocklin, California, United States • 1-10 Employees

Atherton Wealth Advisors revenue & valuation

Annual revenue	$16,300,000
Revenue per employee	$2,709,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$52,100,000
Total funding	No funding

Key Contact at Atherton Wealth Advisors

Kimberly Ogden

President, Financial Advisor & Certified Financial Planner®, Accredited Investment Fiduciary®

Company overview

Headquarters	5854 Lonetree Blvd., Rocklin, California 95765, US
Phone number	+19166265522
Website	ourwealthadvisors.com
NAICS	52
SIC	628
Employees	1-10
Socials

Atherton Wealth Advisors Email Formats

Atherton Wealth Advisors uses 1 email format. The most common is {first initial}{second initial} (e.g., jo@ourwealthadvisors.com), used 100% of the time.

Format	Example	Percentage
{first initial}{second initial}	jo@ourwealthadvisors.com	100%

About Atherton Wealth Advisors

At Atherton Wealth Advisors, we are passionate about wealth management and how it can help you pursue your vision for the future. This passion to be a catalyst of change in your life has led us to create a firm that delivers the benefits of creative, disciplined wealth management. As a family owned business, we understand your family’s unique needs, dreams and goals for the future. Wealth planning can mean the difference between merely living and living well. Through planning, we help you create confidence in your financial future, empowering you with the ability to enjoy life along the way. We help to remove the constraints of financial stress so you can focus on the things that matter most to you. Our purpose is wealth management, what’s yours? *Securities and advisory services offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency), member FINRA/SIPC a broke/dealer and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Vice President

Entry

Employees by Department

Atherton Wealth Advisors has 2 employees across 1 departments.

Departments

Number of employees

Funding Data

Atherton Wealth Advisors has never raised funding before.

Atherton Wealth Advisors Tech Stack

Discover the technologies and tools that power Atherton Wealth Advisors'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

GoDaddy

Hosting

HSTS

Security

FancyBox

JavaScript libraries

Open Graph

Miscellaneous

Google Analytics

Analytics

Mailgun

Frequently asked questions

Atherton Wealth Advisors is located in Rocklin, California, US.

You can reach Atherton Wealth Advisors at +19166265522.

Atherton Wealth Advisors generates an estimated annual revenue of $16,251,552. This revenue figure reflects the company's market position and business performance in its industry.

Atherton Wealth Advisors has an estimated valuation of $52,100,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

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

Key Contact at Atherton Wealth Advisors

Kimberly Ogden

President, Financial Advisor & Certified Financial Planner®, Accredited Investment Fiduciary®

4.8

40,000 users