Avalan Wealth
Financial Services • 
Santa Barbara, California, United States • 11-20 Employees
Company overview
| Headquarters | 233 E. Carrillo St., Suite B, Santa Barbara, CA 93101, US |
| Phone number | +18054563125 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Investment Planning, Wealth Management, Personal Planning, Business Planning |
| Founded | 2011 |
| Employees | 11-20 |
| Socials |
Key Contacts at Avalan Wealth
Jeff Jagard
Managing Director
Alexander Fleming
Director Of Business Development
Rick Weber
Managing Director
Avalan Wealth Email Formats
Avalan Wealth uses 3 email formats. The most common is {first name} (e.g., john@avalanwealth.com), used 55.6% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@avalanwealth.com | 55.6% |
{first initial} | j@avalanwealth.com | 22.2% |
{last name}{last name} | doedoe@avalanwealth.com | 22.2% |
About Avalan Wealth
Avalan is a comprehensive wealth management firm that works closely with clients and utilizes a consultative approach to financial, business, investment and personal planning needs. Through our defined wealth management process, we provide counseling for a limited number of high-net-worth individuals, closely held corporations, trusts and pensions. Our goal is to enter into long-term, mutually-beneficial relationships, which we develop to not only be lifelong, but multigenerational as well. Therefore, we engage in new relationships only after we determine that our services add substantial value in assisting our clients achieve their goals and all that is important to them. In every aspect of our work we provide an uncompromising commitment to administer world-class client service while striving to accomplish each of our clients’ highly individualized wealth management needs.
Avalan Wealth revenue & valuation
| Annual revenue | $5,825,670 |
| Revenue per employee | $389,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $18,700,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Avalan Wealth has 6 employees across 3 departments.
Departments
Number of employees
Funding Data
Avalan Wealth has never raised funding before.
Avalan Wealth Tech Stack
Discover the technologies and tools that power Avalan Wealth's digital infrastructure, from frameworks to analytics platforms.
Security
Form builders
Analytics
Video players
Caching
UI frameworks
JavaScript libraries
CDN
JavaScript libraries
Miscellaneous
Security
Programming languages
Denmark
Australia
Spain
Frequently asked questions
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