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Irvine Wealth ManagementFinancial advisor in Irvine, CA

Irvine Wealth Management is a financial advisor at 9870 Research Dr, Irvine, CA 92618, ranked #22 of 120 wealth managers in Irvine and rated 5.0 from 10 Google reviews. Open Monday to Saturday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Irvine, CAUpdated 0 paid placements in any rankingHow we rank

Call (949) 788-1828Website ↗

Key facts

Key facts about Irvine Wealth Management
Address9870 Research Dr, Irvine, CA 92618Get directions
Phone(949) 788-1828
Websiteirvinewealthmanagement.com
HoursMonday to Friday: 9 AM – 6 PM; Saturday: 9 AM – 2 PM
Google rating5.0 from 10 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Financial PlannersGoogle main category
  • Wealth Managementbusiness name

Service area

Serves Irvine and 11 towns within 25 miles: Laguna Woods, Laguna Hills, Lake Forest, Mission Viejo, Aliso Viejo, Foothill Ranch, Ladera Ranch, Laguna Beach, Rancho Santa Margarita, Laguna Niguel and Coto De Caza.

Based in Irvine, CAView on map

Opening hours

Opening hours for Irvine Wealth Management
DayHours
Monday9 AM – 6 PM
Tuesday9 AM – 6 PM
Wednesday9 AM – 6 PM
Thursday9 AM – 6 PM
Friday9 AM – 6 PM
Saturday9 AM – 2 PM
SundayClosed
  • Open evenings — no
  • Open Saturdays
  • Open Sundays — no

Questions about Irvine Wealth Management

How is Irvine Wealth Management ranked in Irvine?

Irvine Wealth Management is ranked #22 of 120 wealth managers in Irvine by RFA Score, with 65 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Irvine Wealth Management’s hours?

Irvine Wealth Management is open Monday to Saturday. Its listed hours are Monday to Friday, 9 AM – 6 PM; Saturday, 9 AM – 2 PM. On Saturdays it is open 9 AM to 2 PM and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Irvine Wealth Management serve?

Serves Irvine and 11 towns within 25 miles: Laguna Woods, Laguna Hills, Lake Forest, Mission Viejo, Aliso Viejo, Foothill Ranch, Ladera Ranch, Laguna Beach, Rancho Santa Margarita, Laguna Niguel and Coto De Caza. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Irvine Wealth Management?

Irvine Wealth Management has a rating of 5.0 from 10 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Irvine Wealth Management?

Call Irvine Wealth Management on (949) 788-1828. The business is at 9870 Research Dr, Irvine, CA 92618. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Irvine Wealth Management compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Irvine Wealth Management (this business)—655.0 (10)YesNo
Clearview Wealth Management, LLC#21655.0 (11)NoNo2.4 mi
Prescott Tax & Wealth Management#23654.7 (42)NoNo9.6 mi

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