Company Overview
- Headquarters
- 12730 High Bluff Dr ste 260, San Diego CA
- Website
- wealthanalytics.com
- Phone
- (858) 794-2100
- Employees
- 8
- Founded in
- 1999
- Industry
- Financial Services
- NAICS Code
-
NAICS Code 523 CompaniesNAICS Code 52 CompaniesNAICS Code 52393 CompaniesNAICS Code 5239 Companies
- SIC Code
-
SIC Code 62 CompaniesSIC Code 628 Companies
Financials & Stats
Revenue
$0B
Who is Wealth Analytics
Wealth Analytics is a fee-only, independently owned financial planning firm located in San Diego, California. The company employs 8 people and generates an annual revenue of $436,000. Wealth Analytics specializes in helping individuals plan for and navigate retirement. Their services include financial analysis, advice on managing income and expenses, investment strategies, and developing a comprehensive plan to ensure financial security throughout retirement. The company emphasizes a holistic approach to retirement planning, focusing not only on the financial aspects but also on helping clients create a fulfilling and enjoyable lifestyle in retirement. They believe in empowering individuals to "reinvent retirement on their terms" by aligning their financial planning with their personal passions and goals. To learn more about Wealth Analytics and their retirement planning services, visit their website at wealthanalytics.com.
Company Leadership
Wealth Analytics Industry Tags
Wealth Analytics Tech Stack
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| Company Name | Revenue | Number of Employees | Location | Founded in |
|---|---|---|---|---|
| 0M | 8 | Tomball, TX | 1992 | |
| 0M | 8 | Sewickley, PA | 2022 | |
| 0M | 18 | Matawan, NJ | 2000 | |
| 0M | 4 | San Carlos, CA | 1998 | |
| 0M | 4 | Canastota, NY | 1994 |