Insights

Niche Market Focus First Street Wealth Advisors specializes in personalized financial planning for individuals, families, and small businesses, indicating strong potential for targeted financial products and tailored investment solutions.

Tech-Driven Approach Utilizing cloud and web technologies like Cloudflare, Shopify, and Microsoft 365, the company may be open to integrating advanced financial tools, fintech solutions, or cybersecurity services to enhance operational efficiency and client engagement.

Revenue Growth Potential With current revenue estimates ranging from 1 million to 10 million dollars and a small team, there is significant opportunity for upselling comprehensive financial services, digital marketing, or scaled technology solutions to support growth.

Competitive Positioning Compared to larger firms like Morgan Stanley and Edward Jones, the company's smaller size offers agility and personalized service as key differentiators, which can be emphasized in sales propositions focusing on enhanced client relationships and tailored offerings.

Market Expansion Opportunities Given the company's long-standing presence and dedicated client education model, there is potential to expand into new geographic regions or market segments by leveraging digital channels and customized financial planning tools to attract a broader client base.

First Street Wealth Advisors Tech Stack

First Street Wealth Advisors uses 8 technology products and services including Cloudflare, Shopify, Microsoft 365, and more. Explore First Street Wealth Advisors's tech stack below.

Cloudflare

Content Management System

Shopify

E-commerce

Microsoft 365

JSON-LD

Javascript Frameworks

PHP

Programming Languages

Vimeo

Video Players

GoDaddy

Web Hosting

Nginx

Web Servers

First Street Wealth Advisors Email Formats	Example	Percentage
First@firstsia.com	John@firstsia.com	75%
First.Last@firstsia.com	John.Doe@firstsia.com	25%

First Street Wealth Advisors Email Formats

Example

Percentage

First@firstsia.com

John@firstsia.com

75%

First.Last@firstsia.com

John.Doe@firstsia.com

25%

Frequently Asked Questions

Where is First Street Wealth Advisors's headquarters located?

First Street Wealth Advisors's main headquarters is located at 2635 North 1st Street, Suite 230. The company has employees across 2 continents, including North AmericaAsia.

What is First Street Wealth Advisors's phone number?

You can contact First Street Wealth Advisors's main corporate office by phone at

+1-408-295-****

. 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 First Street Wealth Advisors's official website and social media links?

First Street Wealth Advisors's official website is firstswa.com and has social profiles on LinkedIn.

What is First Street Wealth Advisors's NAICS code?

First Street Wealth Advisors's NAICS code is 52 - Finance and Insurance.

How many employees does First Street Wealth Advisors have currently?

As of December 2025, First Street Wealth Advisors has approximately 5 employees across 2 continents, including North AmericaAsia. Key team members include Vice President: M. G.. Explore First Street Wealth Advisors's employee directory with LeadIQ.

What industry does First Street Wealth Advisors belong to?

First Street Wealth Advisors operates in the Financial Services industry.

What technology does First Street Wealth Advisors use?

First Street Wealth Advisors's tech stack includes CloudflareShopifyMicrosoft 365JSON-LDPHPVimeoGoDaddyNginx.

What is First Street Wealth Advisors's email format?

First Street Wealth Advisors's email format typically follows the pattern of First@firstsia.com. Find more First Street Wealth Advisors email formats with LeadIQ.

When was First Street Wealth Advisors founded?

First Street Wealth Advisors was founded in 1960.

First Street Wealth Advisors

Q: How many employees does First Street Wealth Advisors have currently?

First Street Wealth Advisors has approximately 5 employees.

Q: What technology does First Street Wealth Advisors use?

First Street Wealth Advisors's tech stack includes Slider Revolution, HTTP/3, jQuery Migrate, Nginx, PHP.

Financial ServicesCalifornia, United States2-10 Employees

For more than decades the First Street Team has been dedicated to better educating, preparing and enabling individuals, families and businesses to achieve those financial goals that create a better life.

What that means is we provide a process that identifies and clarifies your goals, develops solutions and strategies specific to those goals and then work with you to see those strategies effectively implemented.

The benefit being your confidence, satisfaction and Peace of Mind that, regardless of the circumstances, you have a plan in place to provide the security you desire for you and those you care about.

Insights

Similar companies to First Street Wealth Advisors

Ameriprise Financial

Goldman Sachs Personal Financial Management

Morgan Stanley Wealth Management

LPL Financial

Edward Jones