Company

Perch Wealth 1031 Exchange

Investment Management 9940 Research Dr 13 employees

Employees: 13
Contacts: 3
Emails: 3
Phones: 2

www.perchwealth.com LinkedIn

Perch Wealth 1031 Exchange Overview

Headquarters: 9940 Research Dr
Website: www.perchwealth.com
Industry: Investment Management
Employees: 13
Founded: 2020
NAICS: Other Financial Investment Activities

Portfolio Management

All Other Financial Investment Activities

Keywords

1031 Exchanges DSTs Real Estate Investments Alternative Investments

About Perch Wealth 1031 Exchange

Our Mission is to Be an Advocate for Our Clients In serving as your financial professional, we’re committed to identifying elite real estate opportunities that are best fit for your unique circumstances. Our role is to serve as a guide through the entire process by walking you through your options, implementing your strategy, and overseeing your trajectory through an ongoing partnership. As experts in the alternative real estate investment sector with a combined 55 years in the industry, we work to assess the opportunities for more defensive, resilient and tax-advantaged income strategies for accredited investors.

Perch Wealth 1031 Exchange Contact Details

People in AeroLeads: 4
With contact data: 3
Email contacts: 3; 75.0% coverage
Phone contacts: 2; 50.0% coverage

Perch Wealth 1031 Exchange Org Chart

Sample employees and titles

Name	Title	Location	Contact
Lauren Ansolabehere	Chief Operating Officer at Perch Wealth	Carlsbad, California, United States	Email Phone
Benjamin Carmona	Managing Partner at Perch Wealth	Orange County, California, United States	Email Phone
Bradley Wetherby	Dst and 1031 Exchange Advisor		View
Kirsten E. Norman	VP, Business Development Officer	San Marcos, California, United States	Email