FocalPoint Wealth Management Revenue
Financial Services • 
Phoenix, Arizona, United States • 1-10 Employees
FocalPoint Wealth Management revenue & valuation
| Annual revenue | $684,440 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,200,000 |
| Total funding | No funding |
Key Contact at FocalPoint Wealth Management
Chris Urness
Ceo / Wealth Advisor
Company overview
| Headquarters | 20860 N Tatum Blvd, Suite 195, Phoenix, Arizona 85050, US |
| Phone number | +15856261258 |
| Website | |
| NAICS | 52 |
| SIC | 874 |
| Keywords | Investments, Wealth Management, Retirement Planning, Insurance, Financial Planning |
| Founded | 2016 |
| Employees | 1-10 |
| Socials |
FocalPoint Wealth Management Email Formats
FocalPoint Wealth Management uses 1 email format. The most common is {first name} (e.g., john@focalpointwealth.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@focalpointwealth.com | 100% |
About FocalPoint Wealth Management
FocalPoint Wealth Management is a private wealth management firm located in Phoenix, Arizona. FocalPoint was founded in 2016 by Certified Financial Planner™ practitioners with a clear mission in mind: to build a practice with integrity, transparency, and independent advice at the core of everything we do. Since we don’t offer proprietary products or engage in investment banking operations, we’re not bound to corporate objectives or limited in our strategies. Instead, we act as fiduciaries, so you can feel confident knowing YOUR FUTURE IS OUR FOCUS. With over 40 years of experience and an arsenal of industry resources, no situation is too complex for us to handle. Learn more by visiting us at http://www.FocalPointWealth.com Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. Any opinions expressed herein may not be those of FocalPoint Wealth Management and are subject to change without notice. The products and services described on this page are for U.S. residents only and are available through FocalPoint Wealth Management. Securities offered through LPL Financial, member FINRA (www.finra.org)/SIPC (www.sipc.org). Investment advisory services offered through Wealthcare Advisory Partners, a Federally Registered Investment Advisor. Wealthcare Advisory Partners and FocalPoint Wealth Management are separate entities from LPL Financial. The LPL Financial registered representatives associated with this page may discuss and/or transact securities business only with residents of the states for which they are properly registered. Some products and services may not be available in all states or to all clients. For a list of states in which we are registered to do business, please visit http://www.focalpointwealth.com.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
FocalPoint Wealth Management has 8 employees across 3 departments.
Departments
Number of employees
Funding Data
FocalPoint Wealth Management has never raised funding before.
FocalPoint Wealth Management Tech Stack
Discover the technologies and tools that power FocalPoint Wealth Management's digital infrastructure, from frameworks to analytics platforms.
CDN
JavaScript libraries
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Security
JavaScript libraries
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Hosting
Marketing automation
Security
JavaScript libraries
Miscellaneous
Analytics
Spain
Australia
United Kingdom
Hong Kong
Frequently asked questions
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