Insights

Cloud Security Leverage existing AWS and Cloudflare setup to offer security posture review, cost optimization, and disaster recovery planning, tailoring managed cloud services for a mid-sized financial advisory.

Regulatory Readiness As a financial services firm with modest headcount and growth, there is demand for lightweight compliance automation, SOC 2 readiness, data governance, and risk management services that scale with the business.

Growth Marketing Current use of AddThis and website tech suggests opportunity to expand digital marketing, lead capture, CRM integration, and SEO/Analytics to accelerate client acquisition and prospect nurturing.

Managed Ops With a small team, they could benefit from outsourced IT operations, 24x7 monitoring, and security operations as a service, enabling reliable uptime and faster incident response.

Platform Integration Offer integration and data automation services that connect CRM, portfolio management, and website/marketing tools, enabling seamless client onboarding, consistent data, and faster sales cycles.

Western Wealth Management Tech Stack

Western Wealth Management uses 8 technology products and services including Amazon Web Services, Cloudflare CDN, Network Solutions, and more. Explore Western Wealth Management's tech stack below.

  • Amazon Web Services
    Cloud Hosting
  • Cloudflare CDN
    Content Delivery Network
  • Network Solutions
    Domain Name Services
  • JSON-LD
    Javascript Frameworks
  • Modernizr
    Javascript Libraries
  • Datadog
    Real User Monitoring
  • Site24x7
    Real User Monitoring
  • AddThis
    Widgets

Media & News

Western Wealth Management's Email Address Formats

Western Wealth Management uses at least 1 format(s):
Western Wealth Management Email FormatsExamplePercentage
First@westernwealthmgt.comJohn@westernwealthmgt.com
100%

Frequently Asked Questions

Where is Western Wealth Management's headquarters located?

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Western Wealth Management's main headquarters is located at 9801 Fair Oaks Boulevard Fair Oaks, California 95628 United States. The company has employees across 2 continents, including North AmericaEurope.

What is Western Wealth Management's phone number?

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You can contact Western Wealth Management's main corporate office by phone at . 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 Western Wealth Management's official website and social media links?

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Western Wealth Management's official website is westernwealthmgt.com and has social profiles on LinkedIn.

What is Western Wealth Management's NAICS code?

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Western Wealth Management's NAICS code is 52 - Finance and Insurance.

How many employees does Western Wealth Management have currently?

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As of May 2026, Western Wealth Management has approximately 10 employees across 2 continents, including North AmericaEurope. Key team members include Vp, Investor Relations: T. M.Director Of Research And Strategy: L. C.Independent Certified Financial Planner Professional®: D. H.. Explore Western Wealth Management's employee directory with LeadIQ.

What industry does Western Wealth Management belong to?

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Western Wealth Management operates in the Financial Services industry.

What technology does Western Wealth Management use?

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Western Wealth Management's tech stack includes Amazon Web ServicesCloudflare CDNNetwork SolutionsJSON-LDModernizrDatadogSite24x7AddThis.

What is Western Wealth Management's email format?

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

Western Wealth Management

Financial ServicesCalifornia, United States2-10 Employees

Western Wealth Management operates in the financial services sector, offering professional guidance and management of financial matters for clients. Based in Fair Oaks, California, the firm presents itself as a local advisory presence aimed at helping individuals navigate financial decisions and wealth-related concerns. With a small team, the company positions itself to provide personalized service to its clientele within a broader industry dominated by larger, well-known financial institutions.

The company’s primary focus appears to be delivering financial services to residents in its region, addressing everyday financial needs and planning considerations. Its location in northern California situates it among a competitive landscape of established national and regional firms, and the organization seems to operate as a boutique option within this market. The available information indicates a concise corporate footprint and a specialized service scope targeted at clients seeking hands-on, regionally integrated financial management.

Section iconCompany Overview

Headquarters
9801 Fair Oaks Boulevard Fair Oaks, California 95628 United States
Phone number
NAICS Code
52 - Finance and Insurance
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $10M$25M

    Western Wealth Management's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Western Wealth Management's revenue is estimated to be in the range of $10M$25M

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