Your Wealth Effect has its headquarters in Irvine, California.
AUM as of June 30: $1.1 billion
Employees: 21
Years won: 2020
In their own words:
“In their words and in their actions, this company puts people over profits. People as it relates to their employees, people as it relates to families of their employees and people as it relates to the community.’’
3 cool things:
- Provides team members with one paid day off per quarter to volunteer.
- Pre-COVID-19, the firm came together for a variety of fun activities such as potlucks, costume parties, group lunches and more. Since quarantine, the firm has periodically sent Grubhub gift cards to employees so they can enjoy a free meal at home.
- Covers 100% of the health, dental and vision premiums for employees and their families, regardless of employees’ part-time or full-time status.
Employees say:
- “Everything the company does is focused on taking care of employees, clients and the community.”
- “I wouldn’t be where I am career-wise if the company didn’t invest in their employees and offer training, tools and tuition reimbursement.”
- “You have the support of being part of a team, but you are also treated like an individual. Best of both worlds.”
