Wacker Wealth Partners is a financial advisory firm providing personalized financial plans and investment strategies. The firm is self-described as part of EP Wealth, offering access to a broader suite of services.

Wacker Wealth Partners

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Chief Executive Officer, Shareholder

Ryan Caldwell

Chief Compliance Officer

Sarah Pazdan

Director of Investment Research

Bob Priola

Operations Director

Rose Castaneda

Office Manager

Jillian Ashby

Account Services Manager

Kristen Reeves

President, COO

Bryan Krill

Wealth Advisor

Brynne Speizer

Dillon McGill

Principal

Jim Philbin

Companies That Exited in 2024 (Top 10K)

Financial Services Acquired Companies With Fewer Than 1000 Employees

Finance Acquired Companies With Fewer Than 1000 Employees

California Acquired Companies With Fewer Than 1000 Employees

Wacker Wealth Partners specializes in wealth management, financial planning, business transition assistance & retirement planning services.

San Luis Obispo

California

United States

North America

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news impact assignment basic	general
public peers	general	Oct 17, 2024 9:13 AM	657e54de
news daily refresh	general
news processing daily refresh	general
news impact assignment daily	general
news processing basic	general
company summary	general
signals	general	Oct 17, 2024 9:13 AM	3781d83b
crunchbase trigger	general	Nov 4, 2024 10:53 AM	767af6ac
crunchbase profile	general	Nov 5, 2024 5:52 AM	73ab0f9f
li profile	general
translate crunchbase fundingrounds	general	Nov 5, 2024 6:54 AM	e23ee5d2
peers	general	Oct 17, 2024 9:13 AM	17dc2f29
news basic	general	Oct 17, 2024 9:13 AM	d150a234
bundesanzeiger	filings
financials download nd	financials
private financials	financials

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Wacker Wealth Partners