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Padilla Wealth Management

Padilla Wealth Management

Investment ManagementFlag of USSan Antonio, Texas, United States1-10 Employees

Company overview

Headquarters9901 IH-10 West, Suite 800, San Antonio, TX 78230, US
Phone number+12102238700
Websites
NAICS5231
SIC736
Keywords
Financial Planning
Founded2006
Employees1-10
Socials

Key Contact at Padilla Wealth Management

Flag of US

Dion R. Padilla

President & CEO / Wealth Advisor

About Padilla Wealth Management

Padilla & Associates Wealth Management Group is an independent wealth management and advisory firm committed to delivering professional and quality service to our clients. Our firm is unique in that we specialize in retirement planning for employees at AT&T, Valero, NuStar, and USAA, catering our services to their specific employee benefits packages and executive compensation plans . We offer a comprehensive range of investment products, financial resources, and wealth management services tailored to meet our client's needs. Culture & Core Values We adhere to a corporate culture that places an emphasis on maintaining the highest levels of integrity, trust, and professional and ethical standards. This culture is reflected in our firm commitment to always place our clients' best interests first. Our unwavering dedication to this principle is based upon our core values of integrity, trust, competence, honor and teamwork. Company Specialties: •Financial Planning and Consultation •Retirement Planning •Investment Planning/Portfolio Management •Executive Compensation Planning •Estate Planning •Life Insurance/Risk Management Investment advisory services offered through Blackridge Asset Management, LLC; an Investment Advisor registered with the SEC. This material is not intended to replace the advice of a qualified legal professional. Before making any legal related commitment, consult with your attorney.

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Padilla Wealth Management revenue & valuation

Annual revenue$85,555
Revenue per employee$86,000
Estimated valuation?$273,776
Total fundingNo funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Funding Data

Padilla Wealth Management has never raised funding before.

Frequently asked questions

Padilla Wealth Management is located in San Antonio, Texas, US.
You can reach Padilla Wealth Management at +12102238700.
Padilla Wealth Management was founded in 2006, making it 20 years old. The company has established itself as a significant player in its industry over this time.
Padilla 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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