What is BML Wealth Management's NAICS code?

BML Wealth Management's NAICS code is 52 (Finance and Insurance).

Insights

Financial Planning Focus Independent financial firm serving pre-retirees and retirees with income, asset protection, and holistic planning including income, investment, tax, health care, and legacy planning.

Affiliation Advantage Investment advisory services offered through SEC Registered Investment Adviser West Wealth Group, LLC; potential cross-sell between BML Wealth Management and West Wealth Group offerings.

Growth Potential Revenue in the range of $10M-$25M with a mid-sized employee base; opportunity to scale advisory and insurance services to expand client wallet share.

Strategic Partnerships Recent collaboration with UC Irvine Athletics to enhance community impact and visibility; potential for co-branding, sponsorships, and targeted financial education programs.

Tech Stack Leverage Uses modern platforms (HubSpot, Google Cloud, Microsoft 365/Azure, Shopify) and analytics tools (MouseFlow) for client engagement, marketing automation, and digital onboarding to support scalable sales efforts.

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BML Wealth Management Tech Stack

BML Wealth Management uses 8 technology products and services including AdRoll, Shopify, Microsoft 365, and more. Explore BML Wealth Management's tech stack below.

AdRoll
Advertising
Shopify
E-commerce
Microsoft 365
Email
Google Cloud
Infrastructure As A Service
HubSpot
Marketing Automation
Microsoft Azure
Platform As A Service
Vimeo
Video Players
MouseFlow
Web Analytics

Media & News

BML Wealth partnered with UC Irvine Sports on May 15th '24
BML Wealth Management partners with UC Irvine Athletics to advance mission of financial clarity and community impact.
May 15, 2024 | www.prweb.com

BML Wealth Management's Email Address Formats

BML Wealth Management uses at least 2 email formats:

BML Wealth Management Email Formats	Example	Percentage
First@bmlwealth.net	John@bmlwealth.net	93%
FLast@bmlwealth.net	JDoe@bmlwealth.net	7%

Frequently Asked Questions

What is BML Wealth Management's phone number?

You can contact BML Wealth Management's main corporate office by phone at

+1-949-682-****

. 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?

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

How much revenue does BML Wealth Management generate?

As of September 2026, BML Wealth Management's annual revenue is estimated to be $10M - $25M.

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

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

How many employees does BML Wealth Management have currently?

As of September 2026, BML Wealth Management has approximately 11 employees across 1 continents, including North America. Key team members include President: M. L. Explore BML Wealth Management's employee directory with LeadIQ.

What industry does BML Wealth Management belong to?

BML Wealth Management operates in the Financial Services industry.

What technology does BML Wealth Management use?

BML Wealth Management's tech stack includes AdRoll, Shopify, Microsoft 365, Google Cloud, HubSpot, Microsoft Azure, Vimeo and MouseFlow.

What is BML Wealth Management's email format?

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

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

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

Q: How many employees does BML Wealth Management have currently?

BML Wealth Management has approximately 11 employees.

Q: What technology does BML Wealth Management use?

BML Wealth Management's tech stack includes Sitelinks Search Box, Adobe Fonts, Vimeo, Really Simple Discovery, ZURB Foundation.

Financial ServicesCalifornia, United States11-50 Employees

BML Wealth Management is an independent financial services firm based in Irvine, California. It focuses on helping pre-retirees and retirees secure the income they need in retirement while protecting their assets. Its service offerings include income planning, investment planning, tax planning, health care planning, and legacy planning.

Investment advisory services are provided through West Wealth Group, LLC, which is registered with the SEC, and the firms are affiliated; insurance services are offered through BML Wealth & Insurance Services. In May 2024, BML Wealth Management announced a partnership with UC Irvine Athletics to advance financial clarity and community impact.