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Hermosa Wealth Management

Hermosa Wealth Management

Financial ServicesFlag of USHermosa Beach, California, United States1-10 Employees

Company overview

Headquarters2447 Pacific Coast Highway, 2nd Floor, Hermosa Beach, CA 90254, US
Phone number+13108708400
Website
NAICS52
Keywords
Municipal Bonds, Financial Advisory, Wealth Management, Asset Management, Financial Planning
Founded2020
Employees1-10
Socials

Key Contact at Hermosa Wealth Management

Flag of US

Ken Gillespie

Founder and Managing Partner

Hermosa Wealth Management Email Formats

Hermosa Wealth Management uses 1 email format. The most common is {first initial} (e.g., j@hermosawealth.com), used 100% of the time.

FormatExamplePercentage
{first initial}
j@hermosawealth.com
100%

About Hermosa Wealth Management

Hermosa Wealth Management is a California-based Registered Investment Advisory firm that serves affluent investors, providing wealth management, asset management, financial planning services, and municipal bond investment strategy. This page is a publication of Hermosa Inc. The firm only conducts business in states where it is properly registered/notice filed or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of any topics discussed. All expressions of opinion reflect the judgment of the authors on the date of the post and are subject to change. All investments and investment strategies have the potential for profit or loss. Content should not be viewed as an offer to buy or sell any of the securities mentioned or as personalized financial advice. Legal and tax advice is general in nature. You should always consult an attorney or tax professional regarding your specific legal or tax situation. Hermosa Inc. is not engaged in the practice of law. Hyperlinks on our posts are provided as a convenience. We cannot be held responsible for information, services or products found on websites linked to ours. - Industry regulations prohibit endorsements or testimonials for Hermosa Wealth Management or any Investment Advisor Representative. Posts must refrain from recommending advisory services or providing testimonials for our firm, since they are strictly prohibited. Please understand that we are required to delete such posts, since this is a regulatory requirement. Advisory services are offered by Hermosa Inc. a Registered Investment Advisor in the State of California.

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Hermosa Wealth Management revenue & valuation

Annual revenue$171,110
Revenue per employee$86,000
Estimated valuation?$547,552
Total fundingNo funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Employees by Department

Hermosa Wealth Management has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Hermosa Wealth Management has never raised funding before.

Hermosa Wealth Management Tech Stack

Discover the technologies and tools that power Hermosa Wealth Management's digital infrastructure, from frameworks to analytics platforms.

Modernizr

Modernizr

JavaScript libraries

SiteGround

SiteGround

Hosting

WPForms

WPForms

Form builders

Elementor

Elementor

Page builders

Microsoft 365

Microsoft 365

Email

jQuery Migrate

jQuery Migrate

JavaScript libraries

jQuery

jQuery

JavaScript libraries

PHP

PHP

Programming languages

Calendly

Calendly

Appointment scheduling

WordPress

WordPress

Blogs

Popup Maker

Popup Maker

WordPress plugins

Mailjet

Mailjet

Email

Frequently asked questions

Hermosa Wealth Management is located in Hermosa Beach, California, US.
You can reach Hermosa Wealth Management at +13108708400.
Hermosa Wealth Management was founded in 2020, making it 6 years old. The company has established itself as a significant player in its industry over this time.
Hermosa Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

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