Seapoint Wealth Advisors Revenue
Financial Services • 
San Diego, California, United States • 1-10 Employees
Seapoint Wealth Advisors revenue & valuation
| Annual revenue | $684,440 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,200,000 |
| Total funding | No funding |
Key Contacts at Seapoint Wealth Advisors
Sarah Izidoro
Director Of Client Services
Ryan Kirby
Managing Director, Wealth Advisor
Michael Alvarez
Managing Director, Wealth Advisor
Company overview
| Headquarters | 12626 High Bluff Drive, Suite 350, San Diego, CA 92130, US |
| Phone number | +14109513 |
| Website | |
| NAICS | 52 |
| Founded | 2021 |
| Employees | 1-10 |
| Socials |
Seapoint Wealth Advisors Email Formats
Seapoint Wealth Advisors uses 2 email formats. The most common is {first initial} (e.g., j@seapointwealth.com), used 50% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@seapointwealth.com | 50% |
{first name} | john@seapointwealth.com | 50% |
About Seapoint Wealth Advisors
Your future begins with a plan. Seapoint Wealth Advisors is dedicated to helping you pursue your investment goals by providing personal attention and quality service. We are here to guide you through your financial peaks and valleys, and life’s expected and unexpected changes. From comprehensive portfolio management to planning for taxes and retirement, we are here to counsel you, listen to your concerns, and guide you on the right path. At Seapoint Wealth Advisors, we take the time to create a fully-custom financial plan that takes into consideration each clients’ individual needs, goals and timeline so that our services are completely tailored for each client. We then work with your professional network- CPAs, mortgage broker, and attorney- so that every aspect of your financial picture is covered. Started with its core value as its foundation: Always treat clients like family, Seapoint Wealth Advisors will always act in your best interest. Earning your confidence and trust is important to us, which is why we will be there for you through all of life’s peaks and valleys. 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 we are registered to do business, please visit: www.seapointwealth.com Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. https://www.finra.org, https://www.sipc.org/
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Seapoint Wealth Advisors has 6 employees across 3 departments.
Departments
Number of employees
Funding Data
Seapoint Wealth Advisors has never raised funding before.
Seapoint Wealth Advisors Tech Stack
Discover the technologies and tools that power Seapoint Wealth Advisors's digital infrastructure, from frameworks to analytics platforms.
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