Raymond Wesley Wealth Management
Investment Management • 
4 Venture, Suite 290, United States • 1-10 Employees
Company overview
| Headquarters | 4 Venture, Suite 290, Irvine, CA 92660, US |
| Phone number | +19495532466 |
| Website | |
| NAICS | 5231 |
| SIC | 736 |
| Keywords | Wealth Management, Retirement Planning, Financial Planning, 401(K) Plans |
| Founded | 1993 |
| Employees | 1-10 |
| Socials |
Key Contact at Raymond Wesley Wealth Management
Gerald Raymond
President
Raymond Wesley Wealth Management Email Formats
Raymond Wesley Wealth Management uses 1 email format. The most common is {first initial}{second initial} (e.g., jo@raymondwesley.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{second initial} | jo@raymondwesley.com | 100% |
About Raymond Wesley Wealth Management
Raymond Wesley Wealth Management is an independent financial services firm serving individuals throughout Southern California. Our team includes Accredited Investment Fiduciary Designees (AIF) who offer unbiased financial advice. Working largely with individuals and business owners, we enjoy focusing 100% of our attention on our clients to collaborate on their financial plan. We strive to provide white glove service while helping them pursue their goals in a way that is fun and personal. Our firm also specializes in retirement plan consulting, working with executives and plan sponsors to create defined contribution plans, defined benefit plans, and group health insurance plans that address their company’s unique goals. Raymond Wesley Wealth Management serves clients in Irvine, Newport Beach, Mission Viejo, Costa Mesa, Long Beach, Fullerton Orange, Tustin, Santa Ana, Laguna Beach, Laguna Niguel, San Juan, San Clemente, Pasadena and North San Diego County. Financial Consultants of Raymond Wesley Wealth Management are registered representatives with, and securities and advisory services offered through, LPL Financial, a registered investment advisor, Member SIPC www.sipc.org. • Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. • For a list of states in which I am/we are registered to do business, please visit www.raymondwesley.com
Raymond Wesley Wealth Management revenue & valuation
| Annual revenue | $171,110 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $547,552 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Raymond Wesley Wealth Management has never raised funding before.
Raymond Wesley Wealth Management Tech Stack
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Frequently asked questions
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