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Ambassador Wealth Management Logo
Ambassador Wealth Management CB Rank
2629694
Heat Score
28
Ambassador Wealth Management is a consulting agency that offers holistic financial planning, investment management and advisory services.
Founded
obfuscation
Private Anaheim, California, United States1-10 www.ambassadorwealth.com
Advice
Financial Services
Impact Investing
Wealth Management
Overview

Ambassador Wealth Management
Heat Score
28

Growth Score
pts
in past quarter
Heat Score 28
-7 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Ambassador Wealth Management

CB Rank
2629694
Ambassador Wealth Management is a consulting agency that offers holistic financial planning, investment management and advisory services.
Founded
obfuscation
Private Anaheim, California, United States1-10 www.ambassadorwealth.com
Advice
Financial Services
Impact Investing
Wealth Management

Key People

Details

Operating Status Active
Company Type For Profit
Founders  Michael Nelson, Peter O'Brien
Phone Number +1-714-676-2061
Contact Email michael@ambassadorwealth.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Employee Profiles 2 Contacts 1

Employee Profiles

News

News and Press

News•Apr 6, 2025
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News•Apr 4, 2025
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News•Apr 4, 2025
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News•Apr 4, 2025
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Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

IT Spend

$35.3KThis year, Ambassador Wealth Management is projected to spend $35.3K on IT, according to Aberdeen.

Active Website Tech Count

9Ambassador Wealth Management is actively using 9 technologies for its website, according to BuiltWith. These include SSL by Default, HSTS, and  Cloudflare CDN.
Sub-Organizations
Frequently Asked Questions

Where is Ambassador Wealth Management's headquarters? Ambassador Wealth Management is located in Anaheim, California, United States.
Who We Are
What We Do
Helpful Links
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