What is Wealth Management Associates's NAICS code?

Wealth Management Associates's NAICS code is 5239 (Other Financial Investment Activities).

Insights

Expanding footprint Two offices in Northern California with headquarters in Pleasanton and a satellite presence in Folsom plus Denver indicate regional growth and potential cross-market opportunities to offer expanded services, portfolio optimization, and compliance support.

AUM growth opportunity Revenue range $100M-$250M and a client base serving over 800 individuals/families suggest room to upsell advanced advisory solutions, managed accounts, and retirement planning enhancements to existing high-touch relationships.

Advisor recruitment Multiple recent hires at the Eagle office in Idaho signal active talent acquisition and potential capacity for onboarding additional advisors, enabling cross-sell of institutional-grade planning tools and scalable investment strategies.

Tech enablement Utilization of Calendly, AWS, WordPress, and SEO/CRM-like tools presents a foundation for digital client onboarding, improved meeting efficiency, and data-driven advisory offerings that can be paired with additional fintech integrations.

Regulatory & custodial Securities through Triad Advisors and advisory services via Continuum Advisory indicate a need for diversified product platforms, fiduciary training, and robust compliance materials to support expanded client mandates and retirement planning.

Similar companies to Wealth Management Associates

Wealth Management Associates Tech Stack

Wealth Management Associates uses 8 technology products and services including Calendly, Amazon Web Services, WordPress, and more. Explore Wealth Management Associates's tech stack below.

Calendly
Appointment Scheduling
Amazon Web Services
Cloud Hosting
WordPress
Content Management System
Font Awesome
Font Scripts
OWL Carousel
Javascript Libraries
jQuery UI
Javascript Libraries
Yoast SEO
Search Engines
Facebook
Widgets

Media & News

Wealth Management Associates's Email Address Formats

Wealth Management Associates uses at least 2 format(s):

Wealth Management Associates Email Formats	Example	Percentage
Last@wealth-mgt.net	Doe@wealth-mgt.net	48%
FirstLast@wealth-mgt.net	JohnDoe@wealth-mgt.net	39%
FirLast@wealth-mgt.net	JohDoe@wealth-mgt.net	9%
FLast@wealth-mgt.net	JDoe@wealth-mgt.net	4%
First@wealthmanagement1.com	John@wealthmanagement1.com	93%
First.Last@wealthmanagement1.com	John.Doe@wealthmanagement1.com	3%
Last@wealthmanagement1.com	Doe@wealthmanagement1.com	2%
FirstL@wealthmanagement1.com	JohnD@wealthmanagement1.com	2%

Frequently Asked Questions

What is Wealth Management Associates's phone number?

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

+1-925-462-****

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

Wealth Management Associates's official website is wealth-mgt.net and has social profiles on LinkedIn.

How much revenue does Wealth Management Associates generate?

As of July 2026, Wealth Management Associates's annual revenue is estimated to be $100M - $250M.

What is Wealth Management Associates's SIC code NAICS code?

Wealth Management Associates's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Wealth Management Associates have currently?

As of July 2026, Wealth Management Associates has approximately 40 employees across 3 continents, including North AmericaEuropeAsia. Key team members include Ceo & Wealth Advisor: G. F. C. C.President: J. A.President: N. S.. Explore Wealth Management Associates's employee directory with LeadIQ.

What industry does Wealth Management Associates belong to?

Wealth Management Associates operates in the Investment Management industry.

What technology does Wealth Management Associates use?

Wealth Management Associates's tech stack includes CalendlyAmazon Web ServicesWordPressFont AwesomeOWL CarouseljQuery UIYoast SEOFacebook.

What is Wealth Management Associates's email format?

Wealth Management Associates's email format typically follows the pattern of Last@wealth-mgt.net. Find more Wealth Management Associates email formats with LeadIQ.

When was Wealth Management Associates founded?

Wealth Management Associates was founded in 1989.

Wealth Management Associates

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

Wealth Management Associates has approximately 40 employees.

Q: What technology does Wealth Management Associates use?

Wealth Management Associates's tech stack includes Slick, jQuery, Node.js, Google Tag Manager, Google Analytics.

Investment ManagementCalifornia, United States11-50 Employees

Wealth Management Associates (WMA) is an investment management firm that focuses on providing personalized financial planning and comprehensive wealth services to individuals and families. The organization supports ongoing financial planning across areas including retirement planning, asset management, estate planning, and insurance analysis, aiming to address clients’ financial goals with a range of investment and insurance solutions. Based in Pleasanton, California, WMA operates two Northern California offices and serves hundreds of clients through direct planning engagements as well as broader advisory services. The firm was established in 1989 and employs professionals who work with clients to deliver professional, personal service in a holistic financial planning context.