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 Audience Target affluent individuals and successful small businesses who require comprehensive financial, investment, and risk management services, highlighting opportunities to cross-sell insurance, advisory, and investment solutions.

Small Firm Focus Leverage the firm’s client base of small to mid-sized enterprises and high-net-worth individuals to introduce scalable wealth management tech, retirement planning, and business succession services.

Tech Enablement Utilize the existing tech stack (Calendly, Squarespace, etc.) to streamline client onboarding, scheduling, and digital marketing, creating a frictionless sales funnel for new asset growth.

Compliance & Partnerships Highlight relationships with multiple affiliates (AIC and AAS) to position compliant products and fund access, while offering integrated advisory and securities solutions to expand product propositions.

Revenue Growth Potential With reported revenue in the range of one to ten million, target mid-market prospects seeking sophisticated financial services, upsell advisory services, and expanded investment mandates to drive higher AUM.

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

Similar companies to Walla Street Wealth Management, Inc.

Charles Schwab

Wells Fargo Advisors

Fidelity Investments

Vanguard

Goldman Sachs Personal Financial Management

Morgan Stanley Wealth Management

Raymond James

Edward Jones