JKL Wealth Management

Financial Services • Solana Beach, California, United States • 1-10 Employees

Company overview

Headquarters	731 S Highway 101, Suite 2K, Solana Beach, California 92075, US
Phone number	+18585351701
Website	jklwealth.com
NAICS	52
SIC	736
Keywords	Retirement, Wealth Management, San Diego, Holistic Retirement, California Retirement, Floor Income Plan, San Diego Retirement, Southern California Retirement
Founded	2009
Employees	1-10
Socials

Key Contact at JKL Wealth Management

John Lohrenz

Founder JKL Wealth Management|Author The Prosperity Project

About JKL Wealth Management

I started with retirement income planning 25 years ago when I entered the Wealth Management Industry. The most rewarding part of my business is to see families truly enjoying their retirement fully. Holistic retirement lifestyle planning is a must for clients to capture the just rewards that they deserve after a lot of blood, sweat, and tears to get to their retirement. Health, wealth, along with relationships, are all important to us all, especially when we are done with our working careers. I've learned that in retirement planning, the people who are the happiest have a holistic approach to their retirement. Starting with a floor income plan for retirement that is stable and has the least risk possible can open the client's doors to plan the fun part of their life. Knowing they are comfortable and confident that the base expenses may be covered allows them to then plan for purposeful relationships, hobbies, travel, and charities to work with and that’s what makes all the difference in how they feel in their retirements. John Lohrenz President of JKL Wealth Management (858) 535-1705 john.lohrenz@lpl.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.*

JKL Wealth Management 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

Founder/Owner

Funding Data

JKL Wealth Management has never raised funding before.

Frequently asked questions

JKL Wealth Management is located in Solana Beach, California, US.

You can reach JKL Wealth Management at +18585351701.

JKL Wealth Management was founded in 2009, making it 17 years old. The company has established itself as a significant player in its industry over this time.

JKL Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at JKL Wealth Management

John Lohrenz

Founder JKL Wealth Management|Author The Prosperity Project

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