San Diego Wealth
Financial Services • 
San Diego, California, United States • 1-10 Employees
Company overview
| Headquarters | 6390 Greenwich Dr, Suite 215, San Diego, California 92122, US |
| Phone number | +18582707705 |
| Website | |
| NAICS | 52 |
| Keywords | Wealth Management, Financial Planning, Lifestyle Design, Life Planning, Socially Responsible Portfolios |
| Founded | 2004 |
| Employees | 1-10 |
| Socials |
Key Contact at San Diego Wealth
Cory Schmelzer
Founder And Financial Life Planner
San Diego Wealth Email Formats
San Diego Wealth uses 2 email formats. The most common is {first initial} (e.g., j@sandiegowealth.com), used 83.3% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@sandiegowealth.com | 83.3% |
{first name} | john@sandiegowealth.com | 16.7% |
About San Diego Wealth
What if you lived your most inspired life? Your most meaningful life? What if every day you challenged yourself to live your dreams and a life of great meaning? What a difference that would make for you and the world! San Diego Wealth is a whole life planning firm that merges your vision for the life you’ve always wanted to live with the acumen of skilled financial planning, the science of investing, and the best practices in managing your resources. As a firm we seek to stay relevant and on course for our central purpose for being in the world. “To effect positive change in people’s lives leading them to greater freedom and happiness!” We are about doing the most powerful planning that goes beyond our clients' goals, to their deepest heart’s core yearnings and dreams of real freedom and inspired living. Disclosures: Securities, investment advisory, and insurance services offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products, or services referenced here are independent of Osaic Wealth.
San Diego Wealth revenue & valuation
| Annual revenue | $1,000,000 |
| Revenue per employee | $112,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $3,200,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
San Diego Wealth has 3 employees across 2 departments.
Departments
Number of employees
Funding Data
San Diego Wealth has never raised funding before.
San Diego Wealth Tech Stack
Discover the technologies and tools that power San Diego Wealth's digital infrastructure, from frameworks to analytics platforms.
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Analytics
United Kingdom
Frequently asked questions
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