StrateFi Wealth Management
Financial Services • 
Irvine, California, United States • 1-10 Employees
Company overview
| Headquarters | 18881 Von Karman Ave, Suite 410, Irvine, California 92612, US |
| Phone number | +19493458181 |
| Website | |
| NAICS | 52 |
| Founded | 2021 |
| Employees | 1-10 |
| Socials |
Key Contact at StrateFi Wealth Management
Kimberly Burdeaux-Neal
Director Of Client Relations
StrateFi Wealth Management Email Formats
StrateFi Wealth Management uses 1 email format. The most common is {first initial} (e.g., j@stratefiwealth.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@stratefiwealth.com | 100% |
About StrateFi Wealth Management
At StrateFi, our mission is to manage our clients’ financial well-being and provide an experience that is ultimately gratifying and fiscally rewarding. As an independent wealth management firm, we have one overarching investment principle: to protect our clients’ interests. We believe that every person has their own financial path, and at StrateFi, we chart your specific financial course together, creating a comprehensive road map for you to pursue your life goals and greatest aspirations. 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. The financial professionals associated with LPL Financial may discuss and/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. Jason Sherr and Merrick Nguyen are registered representatives with, and securities, financial planning, and advisory services are offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. CA Insurance Lic #0B96672 and #0G78032. Member FINRA/SIPC. https://www.finra.org, https://www.sipc.org/
StrateFi Wealth Management revenue & valuation
| Annual revenue | $256,665 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $821,328 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
StrateFi Wealth Management has never raised funding before.
StrateFi Wealth Management Tech Stack
Discover the technologies and tools that power StrateFi Wealth Management's digital infrastructure, from frameworks to analytics platforms.
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Miscellaneous
Marketing automation
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