Insights

Target Market Focus BML Wealth Management specializes in retirement planning services for pre-retirees and retirees, indicating an opportunity to offer tailored financial products such as annuities, Medicare solutions, and estate planning services to their client base.

Community Engagement Recent partnership with UC Irvine Athletics demonstrates BML's commitment to community involvement, suggesting potential for collaborative marketing campaigns and sponsorship opportunities to enhance brand visibility within local markets.

Technology Utilization The company's use of advanced tech tools like Google Tag Manager, PHP, and Nginx indicates an openness to digital engagement and data-driven marketing, creating opportunities for selling advanced marketing or client engagement solutions.

Financial Range & Growth With annual revenues ranging from 10 million to 25 million USD, BML Wealth Management shows substantial market presence, making it a promising target for premium financial services, investment products, and strategic partnerships to support growth.

Industry Positioning As a smaller, independent firm competing in the financial advisory sector, BML may be receptive to innovative, personalized financial planning tools and services that can differentiate them from larger competitors and enhance client satisfaction.

BML Wealth Management Tech Stack

BML Wealth Management uses 8 technology products and services including AdRoll, Font Awesome, Lightbox, and more. Explore BML Wealth Management's tech stack below.

  • AdRoll
    Advertising
  • Font Awesome
    Font Scripts
  • Lightbox
    Javascript Libraries
  • jQuery UI
    Javascript Libraries
  • Priority Hints
    Performance
  • PHP
    Programming Languages
  • Google Tag Manager for WordPress
    Web Platform Extensions
  • Nginx
    Web Servers

BML Wealth Management's Email Address Formats

BML Wealth Management uses at least 1 format(s):
BML Wealth Management Email FormatsExamplePercentage
First@bmlwealth.netJohn@bmlwealth.net
93%
FLast@bmlwealth.netJDoe@bmlwealth.net
7%

Frequently Asked Questions

Where is BML Wealth Management's headquarters located?

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BML Wealth Management's main headquarters is located at 2 Park Plaza Suite 800 Irvine, California 92614 United States. The company has employees across 1 continents, including North America.

What is BML Wealth Management's phone number?

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You can contact BML Wealth Management's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is BML Wealth Management's official website and social media links?

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BML Wealth Management's official website is bmlwealth.net and has social profiles on LinkedIn.

What is BML Wealth Management's SIC code NAICS code?

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BML Wealth Management's SIC code is 6282 - Investment Advice NAICS code is 52 - Finance and Insurance.

How many employees does BML Wealth Management have currently?

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As of April 2026, BML Wealth Management has approximately 12 employees across 1 continents, including North America. Key team members include President: M. L.Administrative Office Manager: G. V.. Explore BML Wealth Management's employee directory with LeadIQ.

What industry does BML Wealth Management belong to?

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BML Wealth Management operates in the Financial Services industry.

What technology does BML Wealth Management use?

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BML Wealth Management's tech stack includes AdRollFont AwesomeLightboxjQuery UIPriority HintsPHPGoogle Tag Manager for WordPressNginx.

What is BML Wealth Management's email format?

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BML Wealth Management's email format typically follows the pattern of First@bmlwealth.net. Find more BML Wealth Management email formats with LeadIQ.

BML Wealth Management

Financial ServicesCalifornia, United States11-50 Employees

BML Wealth Management is an independent financial firm whose mission is to provide pre-retirees and retirees a common sense approach to retirement planning. Our primary focus is making sure our clients receive the income they need in retirement while protecting their assets. 

At BML Wealth Management, we offer you the following services:

Income Planning
Investment Planning
Tax Planning
Health Care Planning
Legacy Planning

Investment advisory services offered through West Wealth Group, LLC, an SEC Registered Investment Adviser. BML Wealth Management and West Wealth Group, LLC are affiliated entities. Insurance Services are offered through BML Wealth & Insurance Services, California Insurance License #0M15550.

Section iconCompany Overview

Headquarters
2 Park Plaza Suite 800 Irvine, California 92614 United States
Phone number
SIC Code
6282 - Investment Advice
NAICS Code
52 - Finance and Insurance
Employees
11-50

Section iconFunding & Financials

  • $10M$25M

    BML Wealth Management's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    BML Wealth Management's revenue is estimated to be in the range of $10M$25M

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