WealthWise Financial Services Revenue
Financial Services • 
Irvine, California, United States • 1-10 Employees
WealthWise Financial Services revenue & valuation
| Annual revenue | $5,768,479 |
| Revenue per employee | $722,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $18,500,000 |
| Total funding | No funding |
Key Contact at WealthWise Financial Services
John Milligan
Director Of Investment Strategy
Company overview
| Headquarters | 9070 Irvine Center Drive, Suite 230, Irvine, CA 92618, US |
| Phone number | +19497481177 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Employees | 1-10 |
| Socials |
WealthWise Financial Services Email Formats
WealthWise Financial Services uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@wealthwisefinancial.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@wealthwisefinancial.com | 100% |
About WealthWise Financial Services
Whether your goal is accumulating, preserving or transferring wealth, WealthWise Financial Services seeks to be your trusted partner. We work with families and businesses to integrate their values and their money. Our goal is to formulate a plan so that both their money and their values outlive them. We aim to redefine wealth management by providing customized strategies and guidance dedicated to deliver with competence, integrity and care. Our wealth management process and fully-integrated strategies are the core of the financial planning process for many of our clients. We specialize in retirement and estate planning as well as asset management for individuals and business owners to assist them in working toward their goals. As our client, you can strive to pursue your passions with confidence, knowing that our comprehensive strategies seek to take the stress out of wealth management. “In today’s fluctuating global markets, it is critical to seek a trusted advisor working in your best interests” says Loreen Gilbert, President of WealthWise Financial Services. The financial professionals associated with this site are registered representatives with, and securities and advisory services offered through LPL Financial, a registered investment advisor. Member SIPC sipc.org. 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 LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: Arizona (AZ), California (CA), Colorado (CO), Delaware (DE), Illinois (IL), Indiana (IN), Louisiana (LA), Massachusetts (MA), Minnesota (MN), Montana (MT), New Jersey (NJ), New Mexico (NM), North Carolina (NC), New Hampshire (NH), Nevada (NV), New York (NY), Ohio (OH), Puerto Rico (PR), Texas (TX), Virginia (VA), Washington (DC), and Washington (WA).
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
WealthWise Financial Services has 7 employees across 3 departments.
Departments
Number of employees
Funding Data
WealthWise Financial Services has never raised funding before.
WealthWise Financial Services Tech Stack
Discover the technologies and tools that power WealthWise Financial Services's digital infrastructure, from frameworks to analytics platforms.
Video players
Security
Mobile frameworks
JavaScript libraries
JavaScript libraries
CDN
JavaScript libraries
JavaScript libraries
Miscellaneous
Programming languages
Blogs
Page builders
Norway
Austria
Frequently asked questions
4.8
40,000 users
