Insights

Niche Market Focus Fountainhead Wealth's specialization in personalized financial planning and tax consulting positions it as a boutique firm that emphasizes relationship-driven strategies over high-risk, high-return approaches, appealing to clients seeking tailored wealth management solutions.

Tech Stack Utilization The company's adoption of cloud services like Amazon Web Services and SEO tools such as Yoast SEO indicates a digital-first approach, which suggests opportunities to enhance digital engagement and marketing capabilities.

Growth Potential With an annual revenue range of 1 to 10 million and a relatively small team, Fountainhead Wealth presents opportunities for targeted service upgrades and technology integrations to support scaling operations without compromising its client-centric values.

Competitive Positioning Compared to larger firms like Charles Schwab and Fidelity Investments, Fountainhead Wealth can leverage its personalized service model and local presence to attract clients seeking more dedicated and relationship-focused financial guidance.

Alignment with Trends The firm’s focus on strategies that prioritize client outcomes over risky returns aligns well with current market trends towards responsible investing and financial planning, providing opportunities to promote sustainable wealth management solutions.

Similar companies to Fountainhead Wealth

Fountainhead Wealth Tech Stack

Fountainhead Wealth uses 8 technology products and services including Amazon Web Services, Font Awesome, YUI, and more. Explore Fountainhead Wealth's tech stack below.

Amazon Web Services
Cloud Hosting
Font Awesome
Font Scripts
YUI
Javascript Libraries
jQuery
Javascript Libraries
PHP
Programming Languages
Yoast SEO
Search Engines
Google Tag Manager
Tag Management
Bootstrap
UI Frameworks

Media & News

Fountainhead Wealth's Email Address Formats

Fountainhead Wealth uses at least 2 format(s):

Fountainhead Wealth Email Formats	Example	Percentage
FLast@fhwinc.com	JDoe@fhwinc.com	100%
FLast@fountainheadwealth.com	JDoe@fountainheadwealth.com	75%
LastFirst@fountainheadwealth.com	DoeJohn@fountainheadwealth.com	25%

Frequently Asked Questions

Where is Fountainhead Wealth's headquarters located?

Fountainhead Wealth's main headquarters is located at 333 University Avenue 200 Sacramento, California 95825 United States. The company has employees across 1 continents, including North America.

What is Fountainhead Wealth's phone number?

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

+1-800-661-****

. 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 Fountainhead Wealth's official website and social media links?

Fountainhead Wealth's official website is fountainheadwealth.com and has social profiles on LinkedIn.

How much revenue does Fountainhead Wealth generate?

As of December 2025, Fountainhead Wealth's annual revenue is estimated to be $5M.

What is Fountainhead Wealth's SIC code NAICS code?

Fountainhead Wealth's SIC code is 6282 - Investment Advice NAICS code is 52 - Finance and Insurance.

How many employees does Fountainhead Wealth have currently?

As of December 2025, Fountainhead Wealth has approximately 11 employees across 1 continents, including North America. Key team members include President And Chief Executive Officer: G. M.Consultant: M. M.Financial Advisor: P. M.. Explore Fountainhead Wealth's employee directory with LeadIQ.

What industry does Fountainhead Wealth belong to?

Fountainhead Wealth operates in the Financial Services industry.

What technology does Fountainhead Wealth use?

Fountainhead Wealth's tech stack includes Amazon Web ServicesFont AwesomeYUIjQueryPHPYoast SEOGoogle Tag ManagerBootstrap.

What is Fountainhead Wealth's email format?

Fountainhead Wealth's email format typically follows the pattern of FLast@fhwinc.com. Find more Fountainhead Wealth email formats with LeadIQ.

When was Fountainhead Wealth founded?

Fountainhead Wealth was founded in 2005.

Fountainhead Wealth

Q: How many employees does Fountainhead Wealth have currently?

Fountainhead Wealth has approximately 11 employees.

Q: What technology does Fountainhead Wealth use?

Fountainhead Wealth's tech stack includes YUI, Apache, Font Awesome, React, Bootstrap.

Financial ServicesCalifornia, United States11-50 Employees

Fountainhead Wealth is a wealth management firm specializing in Financial Planning, Portfolio Management & Tax Consulting. Founded in 2005, the company focuses on strategies designed to achieve "best outcomes", not just simply maximizing returns by taking greater risks. 

The goal of Fountainhead Wealth is to develop better relationships with our clients; relationships that are planning-centered and built on a foundation of values. Our culture is the center of our universe and we place an infinitely high value on leadership, accountability and teamwork.

Fountainhead Wealth is always looking to connect with the right people, whether potential clients, new team members or other professionals that share our vision and our values. Does that sound like you? Let's start a conversation.

Company Overview

Headquarters: 333 University Avenue 200 Sacramento, California 95825 United States
Phone number: +1-800-661-****
Website: fountainheadwealth.com
SIC Code: 6282 - Investment Advice
NAICS Code: 52 - Finance and Insurance
Founded: 2005
Employees: 11-50