Established Bay Area Financial Advisory & Wealth Management Practice - Oakland

Oakland, California

About This Business

This established financial services firm has built a strong reputation in the Oakland market since 2011, serving both individual and corporate clients throughout the Bay Area. The business generates annual revenues of $433,932 with a healthy cash flow of $59,069, demonstrating consistent profitability and client retention. The practice specializes in comprehensive financial planning, investment management, and wealth advisory services, positioning itself as a trusted partner for clients navigating complex financial decisions. With a dedicated team of 5 professionals, the firm has developed streamlined operations and established systems that enable scalable growth. The client base is diversified and stable, with recurring revenue streams that provide predictable income. The business benefits from Oakland's growing affluent demographic and strong demand for personalized financial guidance. This is an exceptional opportunity for a financial services professional or entrepreneur seeking an immediately operational practice with existing revenue and established market presence. The seller is transitioning to pursue other ventures and is motivated to facilitate a smooth transition. Ideal for buyers looking to expand their financial services footprint or establish themselves as independent practitioners in this thriving Bay Area market.

Financial Details

Business Details