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Gathering insights about Dowling & Yahnke Wealth Advisors

Dowling & Yahnke Wealth Advisors Tech Stack

Dowling & Yahnke Wealth Advisors uses 8 technology products and services including cdnjs, RSS, Open Graph, and more. Explore Dowling & Yahnke Wealth Advisors's tech stack below.

  • cdnjs
    Content Delivery Network
  • RSS
    Content Management System
  • Open Graph
    Content Management System
  • BugHerd
    Issue Trackers
  • Microsoft
    Miscellaneous
  • HTTP/3
    Web & Portal Technology
  • Google Analytics
    Web Analytics
  • Contact Form 7
    Web Platform Extensions

Dowling & Yahnke Wealth Advisors's Email Address Formats

Dowling & Yahnke Wealth Advisors uses at least 1 format(s):
Dowling & Yahnke Wealth Advisors Email FormatsExamplePercentage
First.Last@dywealth.comJohn.Doe@dywealth.com
49%
FLast@dywealth.comJDoe@dywealth.com
1%
FL@dywealth.comJD@dywealth.com
1%
First.Last@dywealth.comJohn.Doe@dywealth.com
49%

Frequently Asked Questions

Where is Dowling & Yahnke Wealth Advisors's headquarters located?

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Dowling & Yahnke Wealth Advisors's main headquarters is located at 12265 el Camino Real Suite 300 San Diego, California 92130 United States. The company has employees across 2 continents, including North AmericaEurope.

What is Dowling & Yahnke Wealth Advisors's phone number?

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You can contact Dowling & Yahnke Wealth Advisors'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 Dowling & Yahnke Wealth Advisors's official website and social media links?

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Dowling & Yahnke Wealth Advisors's official website is dywealth.com and has social profiles on LinkedIn.

How much revenue does Dowling & Yahnke Wealth Advisors generate?

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As of February 2026, Dowling & Yahnke Wealth Advisors's annual revenue is estimated to be $3.2M.

What is Dowling & Yahnke Wealth Advisors's SIC code NAICS code?

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Dowling & Yahnke Wealth Advisors's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 52 - Finance and Insurance.

How many employees does Dowling & Yahnke Wealth Advisors have currently?

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As of February 2026, Dowling & Yahnke Wealth Advisors has approximately 56 employees across 2 continents, including North AmericaEurope. Key team members include Principal / Coo / Cfo: M. M.Information Technology Manager: A. B.Senior Portfolio Manager: M. B.. Explore Dowling & Yahnke Wealth Advisors's employee directory with LeadIQ.

What industry does Dowling & Yahnke Wealth Advisors belong to?

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Dowling & Yahnke Wealth Advisors operates in the Financial Services industry.

What technology does Dowling & Yahnke Wealth Advisors use?

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Dowling & Yahnke Wealth Advisors's tech stack includes cdnjsRSSOpen GraphBugHerdMicrosoftHTTP/3Google AnalyticsContact Form 7.

What is Dowling & Yahnke Wealth Advisors's email format?

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Dowling & Yahnke Wealth Advisors's email format typically follows the pattern of First.Last@dywealth.com. Find more Dowling & Yahnke Wealth Advisors email formats with LeadIQ.

When was Dowling & Yahnke Wealth Advisors founded?

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Dowling & Yahnke Wealth Advisors was founded in 1991.

Dowling & Yahnke Wealth Advisors

Financial ServicesCalifornia, United States51-200 Employees

Dowling & Yahnke is a fee‐only registered investment adviser. Since 1991, Dowling & Yahnke has provided time-tested, objective financial planning advice and investment management services designed for the financial health and personal freedom of its clients. Located in San Diego, California, the Firm manages approximately $5.7 billion for more than 1,300 clients, primarily individuals, families, and nonprofit organizations.

Our team consists of highly-educated, experienced, and ethical professionals devoted to the highest standards of client service.  We design custom wealth management solutions delivered with the highest level of personalized service.

Section iconCompany Overview

Headquarters
12265 el Camino Real Suite 300 San Diego, California 92130 United States
Phone number
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
52 - Finance and Insurance
Founded
1991
Employees
51-200

Section iconFunding & Financials

  • $10M$25M

    Dowling & Yahnke Wealth Advisors's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Dowling & Yahnke Wealth Advisors's revenue is estimated to be in the range of $10M$25M

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