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Obispo Wealth Management Logo
Obispo Wealth Management CB Rank
2421034
Heat Score
59
Obispo Wealth Management provides financial and investment strategies services.
Founded
obfuscation
Private San Luis Obispo, California, United States1-10 www.obispowealthmanagement.com/
Consulting
Financial Services
Wealth Management
Overview

Obispo Wealth Management
Heat Score
59

Growth Score
pts
in past quarter
Heat Score 59
-9 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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About Obispo Wealth Management

CB Rank
2421034
Obispo Wealth Management provides financial and investment strategies services.
Founded
obfuscation
Private San Luis Obispo, California, United States1-10 www.obispowealthmanagement.com/
Consulting
Financial Services
Wealth Management

Details

Operating Status Active
Company Type For Profit
Phone Number 805-541-6500
Contact Email dave@obispowm.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Financial Planning Services
Provides personalized financial plans addressing accumulation, retirement, estate, risk, tax, investment strategies, and identity theft protection.
Investment Management
Develops investment strategies based on client goals and risk tolerance using a broad range of investment platforms and products.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Contacts 1
News
Technology
View Tech Report

IT Spend

$88.7KThis year, Obispo Wealth Management is projected to spend $88.7K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Curved Monitor Logo
Curved Monitor
71
LG Ads Logo
LG Ads
66
OLED Display Logo
OLED Display
66

Active Website Tech Count

3Obispo Wealth Management is actively using 3 technologies for its website, according to BuiltWith. These include CommonCrawl Top 50m, Google Tag Manager, and  Wistia.
Sub-Organizations
Frequently Asked Questions

Where is Obispo Wealth Management's headquarters? Obispo Wealth Management is located in San Luis Obispo, California, United States.Who are Obispo Wealth Management's competitors? Alternatives and possible competitors to Obispo Wealth Management may include Capital Income Advisors, Total Clarity Wealth Management, and  Strongside Asset Management.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
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