Wealth Managers
Investment Management
Pasadena, California, United States
30 employees
- Employees
- 30
- Contacts
- 3
- Emails
- 3
- Phones
- 1
Wealth Managers Overview
- Headquarters
- Pasadena, California, United States
- Website
- www.wealthmgrs.com
- Industry
- Investment Management
- Employees
- 30
- Founded
- 2020
- Funding
- 2114627,
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment Activities
Keywords
About Wealth Managers
We provide investment, real estate, mortgage, and insurance services to our California clients. Licensing: Real Estate CA DRE #02139694, Mortgage NMLS #2114627, Investment Advisory CRD #306710, CA Dept. of Insurance #6003358
Wealth Managers Contact Details
- People in AeroLeads
- 4
- With contact data
- 3
- Email contacts
- 3
- 75.0% coverage
- Phone contacts
- 1
- 25.0% coverage
Wealth Managers Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Sherry R. | Real Estate Consultant | Mill Valley, California, United States |
View
|
| Bob Stricklin | Real Estate Investment | Santa Maria, California, United States |
Email
Phone
|
| Julie Malik | Accounting Manager & Licensed Realtor | United States |
Email
|
| Leanne M. Polizzano, Cfp® | Portfolio Manager at Valley Wealth | United States |
Email
|
Employees by Management Level
Manager
2 profiles
Individual contributor
2 profiles
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