Insights

Independent Firm, Niche A small independent wealth management firm with revenue between 1M and 10M and a lean team suggests potential for consulting services, scalable tech adoption, and bigger network partnerships to accelerate growth and competitiveness.

Technology Stack Current tech stack includes WordPress, Google Cloud, React, and security tools like reCAPTCHA, indicating an opportunity to offer modernization services, CMS optimization, cybersecurity enhancements, and data analytics to improve client experience and efficiency.

Securities Partnership Securities are offered through Raymond James, implying potential to upsell Raymond James product suites, advisory tools, compliance solutions, and marketing support aligned with a recognized broker-dealer ecosystem.

Boutique Growth Potential Single-employee profile hints at capacity constraints but strong growth trajectory; ideal for introducing outsourced operations, back-office support, RIA technology platforms, and talent augmentation services.

Client-Centric Differentiation Emphasis on customized plans, risk analytics, and adaptive portfolios creates an opportunity to sell advanced advisory software, analytics capabilities, or financial planning tools that enhance personalization and scalability.

Flores Wealth Management, An Independent Firm Tech Stack

Flores Wealth Management, An Independent Firm uses 8 technology products and services including Gravatar, WordPress, Google Cloud, and more. Explore Flores Wealth Management, An Independent Firm's tech stack below.

  • Gravatar
    Audio, Video, Graphics
  • WordPress
    Content Management System
  • Google Cloud
    Infrastructure As A Service
  • React
    Javascript Frameworks
  • reCAPTCHA
    Security
  • Bootstrap
    UI Frameworks
  • GoDaddy
    Web Hosting
  • OpenResty
    Web Servers

Flores Wealth Management, An Independent Firm's Email Address Formats

Flores Wealth Management, An Independent Firm uses at least 1 format(s):
Flores Wealth Management, An Independent Firm Email FormatsExamplePercentage
First.Last@floreswealth.comJohn.Doe@floreswealth.com
92%
FirstLast@floreswealth.comJohnDoe@floreswealth.com
8%

Frequently Asked Questions

What is Flores Wealth Management, An Independent Firm's phone number?

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You can contact Flores Wealth Management, An Independent Firm'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 Flores Wealth Management, An Independent Firm's official website and social media links?

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Flores Wealth Management, An Independent Firm's official website is floreswealth.com and has social profiles on LinkedIn.

How much revenue does Flores Wealth Management, An Independent Firm generate?

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As of July 2026, Flores Wealth Management, An Independent Firm's annual revenue is estimated to be $1M - $10M.

What is Flores Wealth Management, An Independent Firm's SIC code NAICS code?

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Flores Wealth Management, An Independent Firm's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 52 - Finance and Insurance.

How many employees does Flores Wealth Management, An Independent Firm have currently?

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As of July 2026, Flores Wealth Management, An Independent Firm has approximately 1 employees across 2 continents, including North AmericaAsia. Key team members include Chief Financial Officer: R. O.. Explore Flores Wealth Management, An Independent Firm's employee directory with LeadIQ.

What industry does Flores Wealth Management, An Independent Firm belong to?

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Flores Wealth Management, An Independent Firm operates in the Financial Services industry.

What technology does Flores Wealth Management, An Independent Firm use?

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Flores Wealth Management, An Independent Firm's tech stack includes GravatarWordPressGoogle CloudReactreCAPTCHABootstrapGoDaddyOpenResty.

What is Flores Wealth Management, An Independent Firm's email format?

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Flores Wealth Management, An Independent Firm's email format typically follows the pattern of First.Last@floreswealth.com. Find more Flores Wealth Management, An Independent Firm email formats with LeadIQ.
Flores Wealth Management, An Independent Firm logo

Flores Wealth Management, An Independent Firm

Financial ServicesArizona, United States1 Employees

Flores Wealth Management, An Independent Firm operates in the financial services sector and provides customized wealth management services designed to preserve and plan for clients’ wealth. The firm emphasizes a thorough analytical approach combined with a personalized understanding of each client’s goals, using a multistep process to assess risk, volatility, and performance in order to tailor portfolios that can adapt to changing conditions. Based in Chandler, Arizona, the company positions itself as independent, focusing on delivering individualized plans and portfolios with integrity for its client base, which consists of successful families seeking long-term financial prosperity. The firm describes its advisory framework as grounded in experience and client relationships, and it notes that securities are offered through a larger, registered broker-dealer network. A recent development noted is its continued operation as an independent practice within this regulatory framework, serving its local market from its Chandler address.

Section iconCompany Overview

Phone number
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
52 - Finance and Insurance
Employees
1

Section iconFunding & Financials

  • $1M - $10M

    Flores Wealth Management, An Independent Firm's revenue is estimated to be in the range of $1M - $10M

Section iconFunding & Financials

  • $1M - $10M

    Flores Wealth Management, An Independent Firm's revenue is estimated to be in the range of $1M - $10M

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