


Padilla Wealth Management
Investment Management • San Antonio, Texas, United States • 1-10 Employees
Company overview
| Headquarters | 9901 IH-10 West, Suite 800, San Antonio, TX 78230, US |
| Phone number | +12102238700 |
| Websites | |
| NAICS | 5231 |
| SIC | 736 |
| Keywords | Financial Planning |
| Founded | 2006 |
| Employees | 1-10 |
| Socials |
Key Contact at Padilla Wealth Management
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.
Padilla Wealth Management revenue & valuation
| Annual revenue | $85,555 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $273,776 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Padilla Wealth Management has never raised funding before.
Frequently asked questions
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