Insights

Niche Focus Small independent wealth management firm (2-10 employees) with a broad planning toolkit and strong CPA/attorney network, suggesting a potential need for scalable technology and service partnerships to support growth and client service efficiency.

Technology Stack Uses a mix of basic web and cloud tools (Open Graph, FMG Suite, Google Cloud DNS) and monitoring (Datadog) indicating openness to marketing automation, client onboarding optimization, and cybersecurity enhancements to support growth.

Regulatory Setup Registered representatives with LPL Financial and advisory services through Strategic Wealth Advisors Group, highlighting opportunities for vendor integrations, custodial enhancements, and compliance workflow solutions tailored to broker-dealer and RIA models.

Reputation & Awards Chairman’s Club recognition for founder signals credibility with high-net-worth clients; a value proposition for partners offering affluent client services, insurance, estate planning, or tax strategy capabilities.

Growth Potential Revenue range ($10M-$25M) and small team imply room for scalable back-office outsourcing, asset growth strategies, and targeted marketing services to accelerate client acquisition and service depth without proportional headcount increase.

Arakelian Wealth Management Tech Stack

Arakelian Wealth Management uses 8 technology products and services including Open Graph, FMG Suite, Register.com, and more. Explore Arakelian Wealth Management's tech stack below.

Open Graph

Content Management System

FMG Suite

Content Marketing

Domain Name Services

Google Domains

Domain Name Services

Google Cloud DNS

Domain Name Services

Font Awesome

Font Scripts

Datadog

Real User Monitoring

Google Tag Manager

Tag Management

Arakelian Wealth Management Email Formats	Example	Percentage
First@awmfs.com	John@awmfs.com	50%
First.Last@awmfs.com	John.Doe@awmfs.com	25%
FLast@awmfs.com	JDoe@awmfs.com	25%

Arakelian Wealth Management Email Formats

Example

Percentage

First@awmfs.com

John@awmfs.com

50%

First.Last@awmfs.com

John.Doe@awmfs.com

25%

FLast@awmfs.com

JDoe@awmfs.com

25%

Frequently Asked Questions

Where is Arakelian Wealth Management's headquarters located?

Arakelian Wealth Management's main headquarters is located at 2000 Crow Canyon Place Suite 435 San Ramon, California 94583 United States. The company has employees across 1 continents, including North America.

What is Arakelian Wealth Management's phone number?

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

+1-510-280-****

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

Arakelian Wealth Management's official website is awmfs.com and has social profiles on LinkedIn.

What is Arakelian Wealth Management's NAICS code?

Arakelian Wealth Management's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Arakelian Wealth Management have currently?

As of June 2026, Arakelian Wealth Management has approximately 6 employees across 1 continents, including North America. Key team members include Marketing Director: T. A.Financial Planner: J. G.. Explore Arakelian Wealth Management's employee directory with LeadIQ.

What industry does Arakelian Wealth Management belong to?

Arakelian Wealth Management operates in the Investment Management industry.

What technology does Arakelian Wealth Management use?

Arakelian Wealth Management's tech stack includes Open GraphFMG SuiteRegister.comGoogle DomainsGoogle Cloud DNSFont AwesomeDatadogGoogle Tag Manager.

What is Arakelian Wealth Management's email format?

Arakelian Wealth Management's email format typically follows the pattern of First@awmfs.com. Find more Arakelian Wealth Management email formats with LeadIQ.

When was Arakelian Wealth Management founded?

Arakelian Wealth Management was founded in 1997.

Arakelian Wealth Management

Q: What is Arakelian Wealth Management's official website and social media links?

Arakelian Wealth Management's official website is awmfs.com. Arakelian Wealth Management has social profiles on LinkedIn.

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

Arakelian Wealth Management has approximately 6 employees.

Q: What technology does Arakelian Wealth Management use?

Arakelian Wealth Management's tech stack includes Cloudflare Bot Management, Modernizr, HSTS, Open Graph, Font Awesome.

Q: What is Arakelian Wealth Management's NAICS code?

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

Investment ManagementCalifornia, United States2-10 Employees

Arakelian Wealth Management operates in the investment management sector, offering a broad range of financial services designed to help clients simplify and consolidate their financial affairs. The firm emphasizes guiding clients toward retirement planning, leveraging a comprehensive financial planning toolkit and a network of strategic alliances with CPAs and attorneys to address a wide array of financial needs and concerns.

Based in San Ramon, California, the company serves individual clients through registered representation with LPL Financial and provides investment advice via Strategic Wealth Advisors Group, Inc. The arrangement positions Arakelian Wealth Management within a framework of separate entities, focusing on delivering coordinated planning and advisory services, with a noted emphasis on long-term retirement planning and holistic financial stewardship.

Insights

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