Insights

Market Niche LA Wealth Management operates within the competitive financial services industry, focusing on personalized wealth management for high-net-worth individuals, which presents opportunities to tailor advanced, boutique financial solutions that differentiate from larger firms.

Growth Potential With a modest team size of 2-10 employees and revenues ranging from 1 million to 10 million dollars, the company appears to be in a growth phase, signaling a potential need for scalable technology and operational support to expand its client base and services.

Technology Utilization Although specific details on the tech stack are not provided, the company's engagement with industry standards like FINRA and SIPC indicates openness to adopting technological tools that enhance compliance, client engagement, and operational efficiency.

Competitive Landscape LA Wealth Management's direct competitors include large firms with thousands of employees and billions in revenue, suggesting an opportunity to position as a personalized, client-focused alternative by leveraging niche expertise and boutique service offerings.

Sales Opportunities Given the company's moderate revenue and growth stage, there is significant potential to expand sales by offering scalable financial technology solutions, compliance tools, and targeted marketing strategies aimed at attracting high-net-worth clients seeking dedicated wealth management services.

LA Wealth Management Tech Stack

Media & News

LA Wealth Management's Email Address Formats

LA Wealth Management uses at least 1 format(s):
LA Wealth Management Email FormatsExamplePercentage
First@lawealthmanagement.comJohn@lawealthmanagement.com
50%
First@lawealthmanagement.comJohn@lawealthmanagement.com
50%

Frequently Asked Questions

What is LA Wealth Management's official website and social media links?

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LA Wealth Management's official website is lawealthmanagement.com and has social profiles on LinkedIn.

What is LA Wealth Management's NAICS code?

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

How many employees does LA Wealth Management have currently?

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As of December 2025, LA Wealth Management has approximately 4 employees across 1 continents, including North America. Key team members include Founder: L. A.. Explore LA Wealth Management's employee directory with LeadIQ.

What industry does LA Wealth Management belong to?

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LA Wealth Management operates in the Financial Services industry.

What is LA Wealth Management's email format?

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LA Wealth Management's email format typically follows the pattern of First@lawealthmanagement.com. Find more LA Wealth Management email formats with LeadIQ.

When was LA Wealth Management founded?

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LA Wealth Management was founded in 2017.

LA Wealth Management

Financial ServicesCalifornia, United States2-10 Employees

http://www.finra.org/
https://www.sipc.org/

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11440 N Jog Road, Palm Beach Gardens, FL 33418 561-472-2700, Member FINRA, SIPC
Laurie Allen Wealth Management and GWN Securities, Inc. are not affiliated

Section iconCompany Overview

NAICS Code
52 - Finance and Insurance
Founded
2017
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    LA Wealth Management's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    LA Wealth Management's revenue is estimated to be in the range of $1M$10M

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