What is Walla Street Wealth Management, Inc.'s NAICS code?

Walla Street Wealth Management, Inc.'s NAICS code is 52 (Finance and Insurance).

Insights

Affluent client focus Target high-net-worth clients and successful small business owners who require integrated financial planning, investment management, and risk management services, presenting opportunities for cross-sell of advisory and insurance solutions.

Boutique scale advantage Operate with a lean team, which suggests potential for scalable partner-led services, white-label solutions, or outsourced portfolio management to expand capacity without significant headcount.

Multi-channel presence Leverage their digital footprint and platforms (Squarespace, Calendly) to introduce digital onboarding, client portal enhancements, and automated scheduling for consultations, contributing to higher lead capture and conversion.

Compliance-conscious Acknowledge cross-brand relationships with AIC and AAS and emphasize compliant, clearly distinguished offerings to upsell investment advisory and insurance products while mitigating channel conflicts.

Revenue growth potential With reported revenue between one and ten million, explore scalable tech-enabled advisory services, fee-based models, and strategic partnerships to accelerate growth in a competitive market.

Walla Street Wealth Management, Inc. Tech Stack

Walla Street Wealth Management, Inc. uses 8 technology products and services including Calendly, gstatic.com, Open Graph, and more. Explore Walla Street Wealth Management, Inc.'s tech stack below.

Calendly

Appointment Scheduling

gstatic.com

Content Delivery Network

Open Graph

Content Management System

Squarespace

Content Management System

Squarespace Commerce

E-commerce

HSTS

Security

Adobe Fonts

Web Fonts

GoDaddy

Web Hosting

Walla Street Wealth Management, Inc. Email Formats	Example	Percentage
First@wallastreet.com	John@wallastreet.com	100%

Walla Street Wealth Management, Inc. Email Formats

Example

Percentage

First@wallastreet.com

John@wallastreet.com

100%

Frequently Asked Questions

What is Walla Street Wealth Management, Inc.'s phone number?

You can contact Walla Street Wealth Management, Inc.'s main corporate office by phone at

+1-913-543-****

. 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 Walla Street Wealth Management, Inc.'s official website and social media links?

Walla Street Wealth Management, Inc.'s official website is wallastreet.com and has social profiles on LinkedIn.

How much revenue does Walla Street Wealth Management, Inc. generate?

As of September 2026, Walla Street Wealth Management, Inc.'s annual revenue is estimated to be $1M - $10M.

What is Walla Street Wealth Management, Inc.'s SIC code and NAICS code?

Walla Street Wealth Management, Inc.'s SIC code is 6282 - Investment Advice and NAICS code is 52 - Finance and Insurance.

How many employees does Walla Street Wealth Management, Inc. have currently?

As of September 2026, Walla Street Wealth Management, Inc. has approximately 3 employees across 1 continents, including North America. Key team members include Wealth Manager: K. W. and Wealth Manager: C. W. Explore Walla Street Wealth Management, Inc.'s employee directory with LeadIQ.

What industry does Walla Street Wealth Management, Inc. belong to?

Walla Street Wealth Management, Inc. operates in the Financial Services industry.

What technology does Walla Street Wealth Management, Inc. use?

Walla Street Wealth Management, Inc.'s tech stack includes Calendly, gstatic.com, Open Graph, Squarespace, Squarespace Commerce, HSTS, Adobe Fonts and GoDaddy.

What is Walla Street Wealth Management, Inc.'s email format?

Walla Street Wealth Management, Inc.'s email format typically follows the pattern of First@wallastreet.com. Find more Walla Street Wealth Management, Inc. email formats with LeadIQ.

When was Walla Street Wealth Management, Inc. founded?

Walla Street Wealth Management, Inc. was founded in 1999.

Walla Street Wealth Management, Inc.

Q: What technology does Walla Street Wealth Management, Inc. use?

Walla Street Wealth Management, Inc.'s tech stack includes YUI, Calendly, GoDaddy, Priority Hints, gstatic.com.

Financial ServicesKansas, United States2-10 Employees

Walla Street Wealth Management, Inc. operates in the financial services sector, offering comprehensive financial planning, investment management, and risk management for affluent individuals and successful small businesses. Its services are delivered through representatives under multiple business names, including insurance and financial services, securities and investments, and investment advisory, with a note that the affiliated entities are not the same as Walla Street Wealth Management, Inc. The firm serves clients in states where its representatives are registered, and emphasizes providing guidance while directing clients to prospectuses for investment products. Based in Overland Park, Kansas, the company appears to be a smaller practice focused on personalized wealth management and related advisory services, positioned to address needs at the intersection of insurance, investments, and advisory planning. Acknowledging third-party sources and client testimonials, the company presents itself within a broader ecosystem of wealth management firms that offer similar services, without asserting scale or market leadership.

Insights

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