Insights

Target Market Focus FPA Wealth Management specializes in serving high net worth families, business owners, and executives, indicating an opportunity to offer premium financial products and personalized wealth management solutions tailored to affluent clients.

Growth Potential With a revenue range of up to 25 million dollars and a small team of 11-50 employees, the company appears poised for scalable growth, making it a promising prospect for scalable financial technology solutions and advanced wealth management tools.

Technology Adoption Utilizing diverse analytics and engagement tools like Google Analytics and Hotjar suggests openness to digital innovation, creating avenues for offering advanced client engagement platforms and data-driven decision-making products.

Market Positioning Competing alongside large firms such as Morgan Stanley and UBS, FPA Wealth Management’s niche focus on personalized advice offers an opening to introduce specialized solutions that emphasize customization, client retention, and digital client onboarding.

Regulatory & Security Needs As a registered investment advisory, the company prioritizes compliance and data security, providing opportunities to offer secure, compliant financial software and consulting services to enhance their operational integrity.

FPA Wealth Management Tech Stack

FPA Wealth Management uses 8 technology products and services including Hotjar, Unpkg, Open Graph, and more. Explore FPA Wealth Management's tech stack below.

Hotjar

Analytics

Unpkg

Content Delivery Network

Open Graph

Content Management System

Google Maps

Maps

Site24x7

Real User Monitoring

Google Tag Manager

Tag Management

Google Analytics

Web Analytics

Adobe Fonts

Web Fonts

FPA Wealth Management Email Formats	Example	Percentage
FLast@fpawealthmgmt.com	JDoe@fpawealthmgmt.com	88%
First@fpawealthmgmt.com	John@fpawealthmgmt.com	6%
First.Last@fpawealthmgmt.com	John.Doe@fpawealthmgmt.com	6%

FPA Wealth Management Email Formats

Example

Percentage

FLast@fpawealthmgmt.com

JDoe@fpawealthmgmt.com

88%

First@fpawealthmgmt.com

John@fpawealthmgmt.com

First.Last@fpawealthmgmt.com

John.Doe@fpawealthmgmt.com

Frequently Asked Questions

Where is FPA Wealth Management's headquarters located?

FPA Wealth Management's main headquarters is located at 300 Willowbrook Lane 315 West Chester, Pennsylvania United States. The company has employees across 1 continents, including North America.

What is FPA Wealth Management's phone number?

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

+1-610-627-****

. 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 FPA Wealth Management's official website and social media links?

FPA Wealth Management's official website is fpawealthmgmt.com and has social profiles on LinkedIn.

What is FPA Wealth Management's NAICS code?

FPA Wealth Management's NAICS code is 52 - Finance and Insurance.

How many employees does FPA Wealth Management have currently?

As of April 2026, FPA Wealth Management has approximately 13 employees across 1 continents, including North America. Key team members include Partner: T. H. V.Director Of Retirement Plan Services: T. F.Wealth Advisor And Director Of Business Planning Services: C. C. K.. Explore FPA Wealth Management's employee directory with LeadIQ.

What industry does FPA Wealth Management belong to?

FPA Wealth Management operates in the Financial Services industry.

What technology does FPA Wealth Management use?

FPA Wealth Management's tech stack includes HotjarUnpkgOpen GraphGoogle MapsSite24x7Google Tag ManagerGoogle AnalyticsAdobe Fonts.

What is FPA Wealth Management's email format?

FPA Wealth Management's email format typically follows the pattern of FLast@fpawealthmgmt.com. Find more FPA Wealth Management email formats with LeadIQ.

When was FPA Wealth Management founded?

FPA Wealth Management was founded in 1968.

FPA Wealth Management

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

FPA Wealth Management has approximately 13 employees.

Q: What technology does FPA Wealth Management use?

FPA Wealth Management's tech stack includes Google Tag Manager, FMG Suite, Google Analytics, Hotjar, Cloudflare Bot Management.

Q: What is FPA Wealth Management's NAICS code?

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

Financial ServicesPennsylvania, United States11-50 Employees

The FPA Wealth Management Team provides advice that can change lives. 

Our team provides business owners, executives and high net worth families advice for life™ through its financial planning and management system, WealthVision®. 

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Financial Planning Associates, LLC are separate entities from LPL Financial. • Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. • The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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