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    Wealth Management Associates

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    Description

    • 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.
    • location

      Headquarters:400 Main Street Suite 200, Pleasanton, California, United States

      More
    • Wealth Management Associates phone

      Phone Number: +1 925-462-6007

    • Wealth Management Associates website

      Website: https://www.wealth-mgt.net

    • Wealth Management Associates employees

      Employees:19

    • Wealth Management Associates revenue

      Revenue:$10 - 50M

    • Wealth Management Associates legal name

      Legal Name:Wealth Management Associates

    • Wealth Management Associates's Social Media

      Wealth Management Associates linkedin Wealth Management Associates facebook
    • done Is this data correct?

    • |  NAICS Code: 523920  |

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    Person level website identification

    CEO for Wealth Management Associates

    Marc Moscowitz

    Chief Executive Officer

    Person level website visitor identification

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    View Employees

    Matt Tripp

    Chief Compliance Officer

    Michael Mancuso

    Owner

    Bill Shouse

    Owner

    Cfp� Joanne D. Mungall

    Owner

    Brian Damiani

    Owner

    Frequently Asked Questions regarding Wealth Management Associates

    • Where are Wealth Management Associates's Headquarters?

      Wealth Management Associates's Headquarters are in 400 Main Street Suite 200,Pleasanton,California,United States

    • What is Wealth Management Associates's phone number?

      Wealth Management Associates's phone number is +1 925-462-6007

    • What is Wealth Management Associates's official website?

      Wealth Management Associates's official website is https://www.wealth-mgt.net

    • What is Wealth Management Associates's Revenue?

      Wealth Management Associates's revenue is $10 - 50M

    • What is Wealth Management Associates's NAICS code?

      Wealth Management Associates's NAICS code is 523920

    • How many employees are working in Wealth Management Associates

      Wealth Management Associates has 19 employees

    • What is Wealth Management Associates's Industry?

      Wealth Management Associates is in the industry of Investment Management

    • Who is Wealth Management Associates's CEO?

      Wealth Management Associates's CEO is Marc Moscowitz

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