Breeze Wealth & Insurance Solutions Revenue

Financial Services • Southern California, CA, United States • 21-50 Employees

Breeze Wealth & Insurance Solutions revenue & valuation

Annual revenue	$2,224,430
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$7,200,000
Total funding	No funding

Key Contact at Breeze Wealth & Insurance Solutions

Brandon E. Beal

Chief Executive Officer

Company overview

Headquarters	Southern California, CA, United States
Phone number	+13232125403
Website	breezewealthmanagement.com
NAICS	52
Founded	2023
Employees	21-50
Socials

Breeze Wealth & Insurance Solutions Email Formats

Breeze Wealth & Insurance Solutions uses 1 email format. The most common is {2char} (e.g., {2char}@breezewealthmanagement.com), used 100% of the time.

Format	Example	Percentage
{2char}	{2char}@breezewealthmanagement.com	100%

About Breeze Wealth & Insurance Solutions

Breeze Wealth & Insurance Solutions is located in Southern California assisting clients all throughout the nation with thoughtful financial planning in meeting their retirement and money management goals. BWM has partnered with multiple multi billion dollar insurance carriers, who offer numerous financial services & World Class technology solutions to insurance and wealth advisors nationwide. Our team of talented men & women secured over $1 Billion of retirement funds annually. We have successfully shielded the retirements of thousands of clients where their hard earned money is protected from the volatility of the stock market and still grows consistently with financial vehicles, we feel, are second to NONE. When Do You Plan On Retiring? What Is Most Important To You In A Retirement Plan? What kind of legacy are you looking to create? At BWM, we focus on helping you answer those questions and more in order to unlock your financial freedom, both for right now and the future. Knowing their hard earned money is always going to be secured & protected, our clients can spend less time worrying about what their money is doing, and spend more time enjoying their lives. This is our sole purpose for existing.

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Entry

C-Suite

Senior

Employees by Department

Breeze Wealth & Insurance Solutions has 6 employees across 4 departments.

Departments

Number of employees

Funding Data

Breeze Wealth & Insurance Solutions has never raised funding before.

Breeze Wealth & Insurance Solutions Tech Stack

Discover the technologies and tools that power Breeze Wealth & Insurance Solutions's digital infrastructure, from frameworks to analytics platforms.

Cloudflare

CDN

Google Hosted Libraries

CDN

reCAPTCHA

Security

jQuery

JavaScript libraries

Webflow Ecommerce

Ecommerce

HTTP/3

Miscellaneous

HSTS

Security

Open Graph

Miscellaneous

Facebook Pixel

Analytics

Webflow

Page builders

core-js

JavaScript libraries

Cloudflare Turnstile

Security

Frequently asked questions

Breeze Wealth & Insurance Solutions is located in Southern California, CA, US.

You can reach Breeze Wealth & Insurance Solutions at +13232125403.

Breeze Wealth & Insurance Solutions generates an estimated annual revenue of $2,224,430. This revenue figure reflects the company's market position and business performance in its industry.

Breeze Wealth & Insurance Solutions has an estimated valuation of $7,200,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

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

Breeze Wealth & Insurance Solutions has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Breeze Wealth & Insurance Solutions

Brandon E. Beal

Chief Executive Officer

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