Fortuna Wealth Management, Legacy Planning & Insurance Solutions
Financial Services • 
Manhattan Beach, California, United States • 1-10 Employees
Company overview
| Headquarters | 1230 Rosecrans Ave, Manhattan Beach, California 90266, US |
| NAICS | 52 |
| Employees | 1-10 |
Key Contact at Fortuna Wealth Management, Legacy Planning & Insurance Solutions
Alexandra Costello
Director of Planning, CFP®️
About Fortuna Wealth Management, Legacy Planning & Insurance Solutions
Our passion is educating clients around finance so they can live empowered lives.
$
Fortuna Wealth Management, Legacy Planning & Insurance Solutions revenue & valuation
| Annual revenue | $171,110 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $547,552 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Director
Funding Data
Fortuna Wealth Management, Legacy Planning & Insurance Solutions has never raised funding before.
United Kingdom
Germany
AustraliaFrequently asked questions
Fortuna Wealth Management, Legacy Planning & Insurance Solutions is located in Manhattan Beach, California, US.
Fortuna Wealth Management, Legacy Planning & Insurance Solutions has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.
4.8
40,000 users
