Ossola Wealth Management
Financial Services • 
Aliso Viejo, California, United States • 1-10 Employees
Company overview
| Headquarters | 130 Vantis Dr, Aliso Viejo, California 92656, US |
| Phone number | +18008105753 |
| Website | |
| NAICS | 52 |
| Employees | 1-10 |
Key Contact at Ossola Wealth Management
Allison Squar
Director Of Operations
Ossola Wealth Management Email Formats
Ossola Wealth Management uses 2 email formats. The most common is {first name}.{last name} (e.g., john.doe@ossolawm.com), used 83.3% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name} | john.doe@ossolawm.com | 83.3% |
{first initial}.{last name} | j.doe@ossolawm.com | 16.7% |
About Ossola Wealth Management
At Ossola Wealth Management we believe that wealth management can be understood and utilized by many individuals and families that now find themselves dealing with financial issues and decisions that are new, complex, and difficult to manage. We have a process and team to assist individuals and families to help them consolidate and integrate their financial lives. We believe in creating simple, effective, cost-effective, and manageable strategies that help to support an individual’s goals, dreams, and ultimate aspirations. We endeavor to create a consistent roadmap and achievable outcomes in an increasingly unpredictable world.
Ossola Wealth Management revenue & valuation
| Annual revenue | $342,220 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,100,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Ossola Wealth Management has never raised funding before.
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