Astute Wealth Management
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-
Address
3108 Ponte Morino Dr Suite 220
Cameron Park, CA 95682 -
Phone
(530) 677-6001 -
Website
astutewealth.com
Location
About Astute Wealth Management
Astute Wealth Management is a wealth management firm in Cameron Park, California. The firm crafts custom strategies to help individuals and families work towards financial success through aligned advice and coordinated planning. Serving 275 client households, the firm utilizes advanced technology platforms and professional research to strive for the greatest potential after-tax income. The firm holds a 5.00 rating.
The firm employs a team that includes Financial Advisor Ben Young and Tax Advisor Greg Young. Their approach incorporates the application of best practices in behavioral finance to help clients avoid emotional biases and prioritize time in the markets. The firm's portfolio design is built for specific goals and prioritized for after-tax results, featuring ongoing adjustments and partnerships with billion-dollar money managers. Established in 2009, the firm leverages extensive experience to provide reliable retirement income and long-term security.
Located on Ponte Morino Dr, the office is situated near Cameron Park Drive and a short drive from Route 50. The location is approximately 0.6 miles from Hacienda Park.
Astute Wealth Management is known for its commitment to providing the best value through thoughtful, creative, and disciplined financial planning. The firm stands as a dedicated partner for those seeking professional expertise and customized investment strategies in Cameron Park.
Score Summary
BizScoreAI scanned the website astutewealth.com on June 9, 2026. Astute Wealth Management has a BizScore of 69 out of 100. The website audit behind the SEO score ran on October 25, 2026.
- AI Visibility59 out of 100
- SEO81 out of 100
- Google rating5.0 out of 5
AI visibility scan by category: AI Discovery 10 of 25 points, Structured Data 8 of 25 points, Content Readiness 28 of 30 points, AI Trust Signals 13 of 20 points.
Website audit sub-scores (out of 100): On-Page 65, Technical 94, Performance 100, Content 63.
Strengths: 7 checks passed. AI Crawler Access, AI Content Blocking, Organization Schema, Q&A Content, AI-Parseable Headings, About/Team Page, XML Sitemap.
Areas to improve: 5 checks. llms.txt (failed), FAQPage Schema (failed), Meta Description (failed), Speakable Schema (warning), Author Signals (warning).
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AI engine reads
Read by AI engines 5 times in the last 30 days.
Counted from AI crawler and assistant visits to this page, identified by user agent.
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