Wealth Management Associates Revenue
Investment Management • 
Pleasanton, California, United States • 21-50 Employees
Wealth Management Associates revenue & valuation
| Annual revenue | $11,900,000 |
| Revenue per employee | $290,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $38,000,000 |
| Total funding | No funding |
Key Contacts at Wealth Management Associates
Karen Owensby
Owner
Bill Shouse
Owner
Michael Mancuso
Owner
Company overview
| Headquarters | 6600 Koll Center Parkway, Suite 110, Pleasanton, CA 94566, US |
| Phone number | +19253369189 |
| Website | |
| NAICS | 5231 |
| Keywords | Asset Management, Estate Planning, Retirement Planning, Financial Planning, Insurance Analysis |
| Founded | 1989 |
| Employees | 21-50 |
| Socials |
Wealth Management Associates Email Formats
Wealth Management Associates uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@wealth-mgt.net), used 76.9% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@wealth-mgt.net | 84.6% |
{first name}{last name} | johndoe@wealth-mgt.net | 15.4% |
About Wealth Management Associates
Wealth Management Associates (WMA) was founded in 1989 and over the years the business has grown into an organization focused on helping families and individuals to meet their financial goals. Our representatives offer personalized and comprehensive financial planning. Wealth Management Associates operates two offices in Northern California. Our headquarters is based in Pleasanton and we have a satellite offices in Folsom, California and in Denver, Colorado . Our representatives serve over 300 families with comprehensive financial planning services on an on-going basis. We also work with over 500 clients through other means including: financial planning, retirement planning, asset management, estate planning, and insurance analysis. As a company we strive to provide our clients with professional service on a personal level by using a variety of insurance and investment vehicles. Securities offered through Triad Advisors Member FINRA/SIPC; Investment Advisory Services offered through Continuum Advisory, LLC., 868 E. Riverside Drive, Suite 200, Eagle, ID, an Independent Registered Investment Advisor. Continuum Advisory, LLC and Wealth Management Associates are not affiliated with Triad Advisors.
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Wealth Management Associates has 17 employees across 4 departments.
Departments
Number of employees
Funding Data
Wealth Management Associates has never raised funding before.
Wealth Management Associates Tech Stack
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