317-622-8970 Back to results

Simplex Wealth Management

Finance · Danville, California

FinancialFinance
Danville, California, United States6 employees$1.8M revenue
Visit Website

Find prospects like Simplex Wealth Management

Get a list of similar companies, matched by industry, size and location, ready for outreach.

Free sample of 25 companies by email within one business day. No spam: we only use your email for this request.

Products & Services

FinancialFinanceFinancial Services

About Simplex Wealth Management

Simplex Wealth Management is listed as a company operating in Financial Services, employing 6-10 people, reporting $1M-$5M in annual revenue, classified under Portfolio Management and Investment Advice and based in Danville, California, United States.

Its primary NAICS classification is 523940 (Portfolio Management and Investment Advice). Simplex Wealth Management is one of 455,764 Financial companies listed in California.

Business Contact Information

Phone
+1 (925) 8046468
Fax
+XXX (925) 8046688
Address
500 La Gonda Way, Danville, California, 94526, United States

Industry & Classification

Industry
Financial
Sector
Finance
Segment
Financial Services
IndustryFinancialFinanceFinancial Services

NAICS Codes

  • 52Finance and Insurance
  • 5239Other Financial Investment Activities
  • 523940Portfolio Management and Investment Advice

SIC Codes

  • 62Security And Commodity Brokers, Dealers, Exchanges, And Services
  • 628Services Allied With The Exchange Of Securities
  • 6282Investment Advice

Company Details

Employees
6 (6-10)
Annual Revenue
$1.8M ($1M-$5M)

Simplex Wealth Management: frequently asked questions

What does Simplex Wealth Management do?

Simplex Wealth Management is listed as a company operating in Financial Services, employing 6-10 people, reporting $1M-$5M in annual revenue, classified under Portfolio Management and Investment Advice and based in Danville, California, United States.

Where is Simplex Wealth Management located?

Simplex Wealth Management is headquartered at 500 La Gonda Way, Danville, California, 94526, United States.

How many employees does Simplex Wealth Management have?

Simplex Wealth Management has about 6 employees (the 6-10 range).

What is Simplex Wealth Management's annual revenue?

Simplex Wealth Management's annual revenue is estimated at $1.8M (the $1M-$5M range).

What industry is Simplex Wealth Management in?

Simplex Wealth Management is in the Financial / Finance industry, and its primary NAICS code is 523940 (Portfolio Management and Investment Advice).

How can I contact Simplex Wealth Management?

Its website is simplexwm.com and its phone number is +1 (925) 8046468.

Largest companies in California

Largest financial companies

Manufacturing sales in California, 2026

In California, Factur's 2026 study counted 98 manufacturing quotes worth $14.7M and 18 purchase orders over 12 months: 18% of quotes became orders, against 21% nationally. See the California data.

Own this business?

Keep your profile accurate — or ask us to take it down. We acknowledge requests within 7 days and resolve them within 30 days.

Prefer email? privacy@facturmfg.com

Add this badge to your website — show visitors you're listed on Factur Data.