Private Label Wealth Management Email Formats

Financial Services • Santa Monica, California, United States • 1-10 Employees

Private Label Wealth Management Email Formats

Private Label Wealth Management uses 2 email formats. The most common is {first name}{last name} (e.g., johndoe@pl-wealth.com), used 55.6% of the time.

Format	Example	Percentage
{first name}{last name}	johndoe@pl-wealth.com	55.6%
{first initial}{last name}	jdoe@pl-wealth.com	44.4%

Key Contacts at Private Label Wealth Management

Michael Antalek

Managing Director

Joseph Guevara

Founder/Partner

Company overview

Headquarters	Santa Monica, California, United States
Website	pl-wealth.com
NAICS	52
Keywords	Risk Management, Insurance Planning, Wealth Management, Estate Tax Planning, Business Valuation, Business Succession, Retirement Planning, Life Insurance, Business Services, Executive Benefits, Portfolio Management, Financial Planning, Estate Planning, Retirement Plans, Investment Management, College Financial Planning, Strategic Tax Planning, Employment Benefits, Corporate Investments, Business Owner Services
Founded	2023
Employees	1-10

About Private Label Wealth Management

At Private Label Wealth Management, we specialize in customized wealth planning and are dedicated to helping you navigate the complexities of wealth management with a tailored approach. We understand that financial decisions are profoundly personal and require a tailored approach. Our team of experienced financial advisors is dedicated to helping you navigate the complexities of wealth management, guiding you toward a secure and prosperous future. LinkedIn is unaffiliated with Hornor, Townsend & Kent, LLC (HTK). Any recommendation posted to this page is not endorsed by, and may not represent the views of HTK nor its affiliates. This material is not intended to be a recommendation, offer or solicitation. Always consult a tax, legal, or financial professional regarding your personal circumstances. Securities & Advisory Services offered through HTK. Member FINRA www.finra.org / SIPC www.sipc.org. 600 Dresher Rd., Horsham, PA 19044, USA. 800-873-7637, www.htk.com Private Label Wealth Management is unaffiliated with HTK. 7268188RG_Nov26

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Vice President

C-Suite

Employees by Department

Private Label Wealth Management has 5 employees across 4 departments.

Departments

Number of employees

Funding Data

Private Label Wealth Management has never raised funding before.

Private Label Wealth Management Tech Stack

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

Modernizr

JavaScript libraries

Salesforce

CRM

Lodash

JavaScript libraries

reCAPTCHA

Security

Squarespace Commerce

Ecommerce

GoDaddy

Hosting

Stimulus

JavaScript frameworks

HSTS

Security

Open Graph

Miscellaneous

core-js

JavaScript libraries

Cart Functionality

Ecommerce

YUI

JavaScript libraries

Frequently asked questions

Private Label Wealth Management is located in Santa Monica, California, US.

Private Label Wealth Management was founded in 2023, making it 3 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contacts at Private Label Wealth Management

Michael Antalek

Managing Director

Joseph Guevara

Founder/Partner

4.8

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