Insights

Independence value Independent wealth management with a focus on customized plans and portfolio integrity presents an opportunity to position as a collaborative partner for firms seeking flexible, client-centered service models and potential white-label or referral arrangements.

Technology stack Utilizes cloud and web technologies (AWS, Google Cloud, WordPress, Microsoft 365) which suggests openness to modern tech integrations, cybersecurity services, and data analytics enhancements to support scalable client experiences.

Scale and risk Revenue range indicates a small, potentially high-growth practice with room to expand AUM, add advisory capacity, and broaden product offerings through partnerships with larger custodians or broker-dealers.

Securities partnership Securities offered through Raymond James Financial Services creates a pathway for cross-sell opportunities with back-office support, compliance integration, and access to broader product suites for clients.

Market positioning Positioned as analytical and personal wealth management for families, signaling opportunities to target affluent households with family governance services, estate planning collaborations, and scalable portfolio construction.

Similar companies to Flores Wealth Management, An Independent Firm

Flores Wealth Management, An Independent Firm Tech Stack

Flores Wealth Management, An Independent Firm uses 8 technology products and services including Amazon Web Services, WordPress, Microsoft 365, and more. Explore Flores Wealth Management, An Independent Firm's tech stack below.

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

Flores Wealth Management, An Independent Firm uses at least 2 email formats:
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 and NAICS code?

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Flores Wealth Management, An Independent Firm's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies and 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 1 continents, including North America. Key team members include Tax Accountant: D. F. 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 Amazon Web Services, WordPress, Microsoft 365, Google Cloud, jQuery, Amazon ALB, Trustpilot and X-Content-Type-Options.

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 States0-1 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
0-1

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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