Lattice Wealth Management Group Inc

Financial Services • 111 N Market St, 300, United States • 1-10 Employees

Company overview

Headquarters	111 N Market St, 300, San Jose, California 95113, US
Phone number	+14158902336
Website	mylatticewealth.com
NAICS	52
Keywords	Wealth Management, Portfolio Management, Estate Structure And Advice, Long Term Financial Planning
Founded	2021
Employees	1-10
Socials

Key Contact at Lattice Wealth Management Group Inc

Mike Ross

Chief Executive Officer

Lattice Wealth Management Group Inc Email Formats

Lattice Wealth Management Group Inc uses 1 email format. The most common is {first initial}.{last name} (e.g., j.doe@mylatticewealth.com), used 100% of the time.

Format	Example	Percentage
{first initial}.{last name}	j.doe@mylatticewealth.com	100%

About Lattice Wealth Management Group Inc

We are "the hub of the wheel" in the financial lives of about 100 clients. Clients range from about age 40-90, average household size is roughly $4 million, with 3-5 individual account. Uniquely, we are both financial advisors and stock-and-bond portfolio managers. Our bias is that only when you do both do you do it well.

Lattice Wealth Management Group Inc revenue & valuation

Annual revenue	$427,775
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,400,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Employees by Department

Lattice Wealth Management Group Inc has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Lattice Wealth Management Group Inc has never raised funding before.

Lattice Wealth Management Group Inc Tech Stack

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

Astra

WordPress themes

ElementsKit

WordPress plugins

Elementor Header & Footer Builder

WordPress plugins

Swiper

JavaScript libraries

Elementor

Page builders

Microsoft 365

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

jQuery

JavaScript libraries

HTTP/3

Miscellaneous

HSTS

Security

PHP

Programming languages

Frequently asked questions

Lattice Wealth Management Group Inc is located in 111 N Market St, 300, US.

You can reach Lattice Wealth Management Group Inc at +14158902336.

Lattice Wealth Management Group Inc was founded in 2021, making it 5 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at Lattice Wealth Management Group Inc

Mike Ross

Chief Executive Officer

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