Satori Wealth Management Revenue

Financial Services • San Diego, California, United States • 1-10 Employees

Satori Wealth Management revenue & valuation

Annual revenue	$500,000
Revenue per employee	$250,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,600,000
Total funding	No funding

Key Contact at Satori Wealth Management

Danny Michael

Founder

Company overview

Headquarters	4660 La Jolla Village Dr, Suite 100, San Diego, California 92122, US
Phone number	+16193050553
Website	satoriwealth.com
NAICS	52
SIC	736
Keywords	Tax Planning, Insurance Planning, Education Planning, Retirement Planning, Financial Planning, Estate Planning, Investment Management, Cash Flow Planning
Founded	2017
Employees	1-10
Socials

Satori Wealth Management Email Formats

Satori Wealth Management uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@satoriwealth.com), used 66.7% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@satoriwealth.com	66.7%
{first name}	john@satoriwealth.com	33.3%

About Satori Wealth Management

We are a fee-only San Diego financial planner that provides comprehensive wealth management including investments and tax planning. Our financial advisors are Certified Financial Planners™ that specialize in retirement planning. As fiduciaries, we never make commissions on your investments.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Employees by Department

Satori Wealth Management has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Satori Wealth Management has never raised funding before.

Satori Wealth Management Tech Stack

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

Autoptimize

Performance

MediaElement.js

Video players

reCAPTCHA

Security

SiteGround

Hosting

Social Snowball

Affiliate programs

PWA

Miscellaneous

lit-element

JavaScript libraries

Google Maps

Maps

lit-html

JavaScript libraries

jQuery Migrate

JavaScript libraries

jQuery

JavaScript libraries

PHP

Programming languages

Frequently asked questions

Satori Wealth Management is located in San Diego, California, US.

You can reach Satori Wealth Management at +16193050553.

Satori Wealth Management generates an estimated annual revenue of $500,000. This revenue figure reflects the company's market position and business performance in its industry.

Satori Wealth Management has an estimated valuation of $1,600,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Satori Wealth Management was founded in 2017, making it 9 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at Satori Wealth Management

Danny Michael

Founder

4.8

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