Solis Wealth Management
Financial Services • 
La Quinta, California, United States • 1-10 Employees
Company overview
| Headquarters | 78-075 Main St, Suite 204, La Quinta, California 92253, US |
| Phone number | +17607713339 |
| Website | |
| NAICS | 52 |
| SIC | 874 |
| Keywords | Financial Services |
| Employees | 1-10 |
| Socials |
Key Contact at Solis Wealth Management
Tami Salzer
Director Of Operations/Wealth Advisor At Solis Wealth Management, Inc
Solis Wealth Management Email Formats
Solis Wealth Management uses 1 email format. The most common is {first name} (e.g., john@soliswealth.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@soliswealth.com | 100% |
About Solis Wealth Management
Our mission is to help our clients make smart decisions with their money, achieve financial success and accomplish what they value most in life. Our desire is to provide individuals with the absolute best advice and service available in the financial industry, and do it with the highest level of competence and integrity. Solis Wealth Management is an independent financial firm established to put our clients’ best interest first by strictly adhering to our mission statement, vision statement and commitment creed—governing values that drive our daily life. Everything we do at Solis Wealth Management must be compatible with them. We are keenly aware that the guidance we are able to provide every day is a blessing and a privilege, and we want to steward it to the best of our ability. To accomplish this, we believe that we cannot be solely focused on ourselves, but must also be an “other-centric” organization that is driven to make a difference in people’s lives. We understand that money is a tool to help you confidently pursue what you value most, and we are passionate about helping you transition from financial independence to personal significance. Please visit www.soliswealth.com for more information. ------------------------------------------------------------------------------------------- The Wealth Advisors of Solis Wealth Management are also Registered Representatives with and securities and advisory services are offered through LPL Financial, a Registered Investment Advisor. Member SIPC and FINRA http://www.sipc.org/ http://www.FINRA.org/ The financial professionals associated with LPL Financial may discuss or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state 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.
Solis Wealth Management revenue & valuation
| Annual revenue | $598,885 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,000,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Solis Wealth Management has 2 employees across 2 departments.
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Number of employees
Funding Data
Solis Wealth Management has never raised funding before.
Solis Wealth Management Tech Stack
Discover the technologies and tools that power Solis Wealth Management's digital infrastructure, from frameworks to analytics platforms.
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Frequently asked questions
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