Insights

Strategic Growth Richey May Family Office Advisory recently expanded through the acquisition of WKDW, signaling aggressive growth, potential cross-sell opportunities to integrate advisory and tax services with existing wealth and life management offerings.

Cybersecurity Collaboration Active and recent partnerships with Arctic Wolf and Domo indicate a strong emphasis on security and data analytics, suggesting opportunities to offer enhanced cybersecurity, data governance, and fintech integration services to clients.

Regulatory & Compliance Expansion into CMMC compliance services shows a move into regulated sectors and cybersecurity maturity programs, creating potential upsell paths for risk management, compliance outsourcing, and governance solutions for high-net-worth clients and their enterprises.

Tech Adoption Current tech stack includes Office 365, Ruby, Docker, and data/SEO tooling, implying alignment with modern cloud, development, and digital marketing capabilities; potential for partnerships in digital transformation, workflow automation, and data analytics projects.

Market Positioning Presence as an elite Los Angeles business management firm with a history of wealth, career, and life management solutions positions the firm for high-value, multi-service engagements with venture-backed founders, family offices, and hedge fund professionals seeking integrated advisory services.

Richey May Family Office Advisory Tech Stack

Richey May Family Office Advisory uses 8 technology products and services including CISSP, Docker, GSAP, and more. Explore Richey May Family Office Advisory's tech stack below.

  • CISSP
    Certificates
  • Docker
    Containerization
  • GSAP
    Javascript Frameworks
  • imagesLoaded
    Javascript Libraries
  • jQuery Migrate
    Javascript Libraries
  • Office 365
    Office Suites
  • WP Engine
    Platform As A Service
  • Cloudflare Bot Management
    Security

Richey May Family Office Advisory's Email Address Formats

Richey May Family Office Advisory uses at least 2 format(s):
Richey May Family Office Advisory Email FormatsExamplePercentage
FLast@billsandstoll.comJDoe@billsandstoll.com
100%
First@richeymay.comJohn@richeymay.com
51%
FLast@richeymay.comJDoe@richeymay.com
42%
First.Last@richeymay.comJohn.Doe@richeymay.com
4%
FirstLast@richeymay.comJohnDoe@richeymay.com
3%

Frequently Asked Questions

What is Richey May Family Office Advisory's phone number?

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You can contact Richey May Family Office Advisory'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 Richey May Family Office Advisory's official website and social media links?

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Richey May Family Office Advisory's official website is richeymay.com and has social profiles on LinkedIn.

How much revenue does Richey May Family Office Advisory generate?

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As of July 2026, Richey May Family Office Advisory's annual revenue is estimated to be $25M - $50M.

What is Richey May Family Office Advisory's NAICS code?

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Richey May Family Office Advisory's NAICS code is 52 - Finance and Insurance.

How many employees does Richey May Family Office Advisory have currently?

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As of July 2026, Richey May Family Office Advisory has approximately 21 employees across 4 continents, including North AmericaEuropeAsia. Key team members include Senior Manager: L. H.Senior Accountant: S. G.Hse Engineer Specialist: D. V.. Explore Richey May Family Office Advisory's employee directory with LeadIQ.

What industry does Richey May Family Office Advisory belong to?

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Richey May Family Office Advisory operates in the Financial Services industry.

What technology does Richey May Family Office Advisory use?

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Richey May Family Office Advisory's tech stack includes CISSPDockerGSAPimagesLoadedjQuery MigrateOffice 365WP EngineCloudflare Bot Management.

What is Richey May Family Office Advisory's email format?

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Richey May Family Office Advisory's email format typically follows the pattern of FLast@billsandstoll.com. Find more Richey May Family Office Advisory email formats with LeadIQ.
Richey May Family Office Advisory logo

Richey May Family Office Advisory

Financial ServicesCalifornia, United States11-50 Employees

Richey May Family Office Advisory is a financial services firm based in Encino, California, with roots in Los Angeles and more than two decades of experience in wealth, career, and life management for high-performing individuals. The firm emphasizes an elite, holistic approach to business management, drawing on decades of practice to support clients through integrated advisory services that address both financial and personal strategic needs. Its focus appears to be on sophisticated, enterprise-level guidance tailored to successful, enterprising people, positioning it within a niche of family office and high-net-worth service providers. The organization operates from a professional services stance, offering advisory solutions in areas that go beyond traditional accounting or tax work. 

Recent developments include the acquisition of WKDW, a Maryland-based advisory and tax firm, which expands its geographic and service footprint and signals ongoing growth in its professional network. The company’s activity in cyber security and regulatory compliance, including launches in CMMC compliance services and collaborations with security-focused firms, indicates a broader emphasis on risk management and technology-enabled governance for clients. Overall, the firm situates itself in the financial services sector as a specialized provider of wealth, career, and life management solutions for affluent clients in the U.S. markets. } }assist 易乐 6 tokens 0.5 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Employees
11-50

Section iconFunding & Financials

  • $25M - $50M

    Richey May Family Office Advisory's revenue is estimated to be in the range of $25M - $50M

Section iconFunding & Financials

  • $25M - $50M

    Richey May Family Office Advisory's revenue is estimated to be in the range of $25M - $50M

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