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Precision Wealth Information

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Precision Wealth was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most comprehensive and personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to create financial stability and security to provide financial independence.

Website http://www.precisionwealth.com
Revenue $8.1 million
Employees 14 (9 on RocketReach)
Founded 2001
Address 9890 Research Drive, Irvine, California 92618, US
Phone (949) 208-9670
Industry Financial Services, Finance General, Finance
Keywords Wealth Management, Comprehensive Financial Planning, Financial Planning, Financial Advisor, Wealth Preservation, Investment Advice, Portfolio Management, Asset Management, Retirement Planning, Investment Strategies, Financial Consulting, Investment Solutions, Estate Planning, Personal Finance, Risk Management, Retirement Solutions, Tax Planning, Long-Term Investments, Financial Security, Estate Preservation
Competitors Fidelity Investments, Vanguard, Merrill Edge, E*TRADE Bank c/o E*TRADE Financial, LLC, Robinhood, Betterment, Personal Capital, Ally, Wealthfront, Schwab Advisor Services +32 more (view full list)
SIC SIC Code 628 Companies, SIC Code 62 Companies
NAICS NAICS Code 52393 Companies, NAICS Code 5239 Companies, NAICS Code 523 Companies, NAICS Code 52 Companies

Precision Wealth Questions

The Precision Wealth annual revenue was $8.1 million in 2026.

Alan Bender is the Wealth Management Director of Precision Wealth.

9 people are employed at Precision Wealth.

Precision Wealth is based in Irvine, California.

The NAICS codes for Precision Wealth are [52393, 5239, 523, 52].

The SIC codes for Precision Wealth are [628, 62].

Top Precision Wealth Employees

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