Precision Wealth logo

Precision Wealth Employee Directory

Financial ServicesCalifornia, United States11-50 Employees

Precision Wealth operates in the financial services sector, focusing on comprehensive, personalized support to help clients achieve financial stability and independence across their financial lives. The firm serves individuals seeking holistic guidance and stability, addressing their diverse financial needs through a broad, client-centered approach rather than a narrow product focus. Based in Irvine, California, the company positions itself as a provider of continuous, individual attention aimed at long-term financial security within a professional services framework. Founded to offer thorough, hands-on service, Precision Wealth emphasizes a reputation for excellence and personal guidance in managing clients’ financial affairs. The firm’s size suggests a close-knit team capable of delivering customized strategies within the local market context.

Find Precision Wealth employees' phone numbers or email addresses

Precision Wealth Global Highlights

Location
Employees

North America
48

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  • United States Of America
    48

Africa
1

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  • South Africa
    1

Asia
1

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  • India
    1

Precision Wealth's Leadership

  • Proud Owner at Precision Wealth
    B. S.
    Proud Owner
  • Principal Owner at Precision Wealth
    J. M.
    Principal Owner
  • Independent Business Owner at Precision Wealth
    L. J.
    Independent Business Owner
  • Director at Precision Wealth
    E. B.
    Director
  • Wealth Management Director at Precision Wealth
    D. C.
    Wealth Management Director
  • Operations Training Manager at Precision Wealth
    J. A. L.
    Operations Training Manager
  • Financial Consultant at Precision Wealth
    B. C.
    Financial Consultant
  • Registered Representative at Precision Wealth
    G. P.
    Registered Representative

Precision Wealth Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Other

Contact profiles from Precision Wealth

Name
Title
Contact
Location
Last Update
  • Proud Owner at Precision Wealth
    B. S.
    Proud Owner
    Jun 08, 2026
  • Principal Owner at Precision Wealth
    J. M.
    Principal Owner
    Jun 08, 2026
  • Independent Business Owner at Precision Wealth
    L. J.
    Independent Business Owner
    Jun 23, 2026
  • Director at Precision Wealth
    E. B.
    Director
    South Africa
    Sep 01, 2026
  • Wealth Management Director at Precision Wealth
    D. C.
    Wealth Management Director
    Oct 17, 2024
  • Operations Training Manager at Precision Wealth
    J. A. L.
    Operations Training Manager
    Jul 14, 2025
  • Financial Consultant at Precision Wealth
    B. C.
    Financial Consultant
    Jun 03, 2026
  • Registered Representative at Precision Wealth
    G. P.
    Registered Representative
    Oct 18, 2024
  • Investment Advisor Representative at Precision Wealth
    L. R. J. C.
    Investment Advisor Representative
    Oct 18, 2024
  • Financial Consultant at Precision Wealth
    M. M.
    Financial Consultant
    Jun 08, 2026

Frequently Asked Questions

What is Precision Wealth known for?

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Precision Wealth was founded in 2001 and operates in the Financial Services industry. You can contact Precision Wealth's main corporate office by phone at . Explore Precision Wealth's company overview page for more information.

What is Precision Wealth's most common email format?

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Precision Wealth employees' email format typically follows the pattern of FLast@precisionwealth.com. Trying to find reliable and up-to-date employee contact data? Find more Precision Wealth email formats with LeadIQ.

How many employees does Precision Wealth have currently?

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Precision Wealth has approximately 14 employees as of October 2026. These team members are located across 3 continents, including North America, Africa and Asia.

Who are Precision Wealth's key employees and leadership?

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As of October 2026, Precision Wealth's key employees include:

  • Proud Owner: B. S.
  • Principal Owner: J. M.
  • Independent Business Owner: L. J.
  • Director: E. B.
  • Wealth Management Director: D. C.

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