Adriatic Wealth Management

Finance · Connecticut, United States · 1-10 Employees

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Overview

Headquarters

14 Betmarlea Rd Ste 7004, Norwalk, Conne...

Phone Number

(646) 251-8602

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
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Jul
ZI Rank
1
1
1
1
1
1

About Adriatic Wealth Management

Adriatic Wealth Management LLC is a registered investment adviser based in Norwalk, CT, specializing in investment advisory services. The firm aims to educate clients on financial management concepts, including investing, retirement, estate planning, and wealth preservation. They provide resources such as newsletters, calculators, and market performance data to assist clients in understanding their financial situations. Adriatic Wealth Management partners with Interactive Brokers to offer trading, clearing, reporting, and custody services to their clients.Explore more
Adriatic Wealth Management's Social MediaPopular SearchesAdriatic Wealth Management LLCAdriatic Wealth ManagementAdriatic LLCAdriatic Wealth LLCadriaticwealth.comSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Adriatic Wealth Managemen...

<$5M
1-10
Private
-
2017
N/A
$5.8M
11-50
Private
-
2009
N/A
$5.2M
11-50
Private
-
-
SC
Susan CummingsPortfolio Manager
<$5M
11-50
Private
-
2014
<$5M
1-10
Private
-
-
LR
Lawrence RuleSenior VP, Investments & Managing Partner
<$5M
1-10
Private
-
2013
N/A
<$5M
1-10
Private
-
2005
TV
Tammara VorobeyExecutive Office Manager
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Adriatic Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Adriatic Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Adriatic Wealth Management.

Adriatic Wealth Management Tech Stack

A closer look at the technologies used by Adriatic Wealth Management

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Frequently Asked Questions Regarding Adriatic Wealth Management

What is Adriatic Wealth Management's official website?
Adriatic Wealth Management's official website is www.adriaticwealth.com
What is Adriatic Wealth Management's Revenue?
Adriatic Wealth Management's revenue is <$5 Million
What is Adriatic Wealth Management's SIC code?
Adriatic Wealth Management's SIC: 62,628
What is Adriatic Wealth Management's NAICS code?
Adriatic Wealth Management's NAICS: 52,523
How many employees does Adriatic Wealth Management have?
Adriatic Wealth Management has 1-10 employees
What industry does Adriatic Wealth Management belong to?
Adriatic Wealth Management is in the industry of: Finance, Securities Trading
What is Adriatic Wealth Management competition?
Adriatic Wealth Management top competitors include: Wealth Management Group Of Georgia & Associates, Bessette Financial, Broadridge Investor Communication Solutions, Warneford Wealth Management
What technology does Adriatic Wealth Management use?
Some of the popular technologies that Adriatic Wealth Management uses are: reCAPTCHA, Cloudflare Website Optimization, Neustar UltraDNS, Google Tag Manager
How do I contact Adriatic Wealth Management?
Adriatic Wealth Management contact info: Phone number: (646) 251-8602 Website: www.adriaticwealth.com
What does Adriatic Wealth Management do?

Adriatic Wealth Management LLC is a registered investment adviser based in Norwalk, CT, specializing in investment advisory services. The firm aims to educate clients on financial management concepts, including investing, retirement, estate planning, and wealth preservation. They provide resources such as newsletters, calculators, and market perfor... mance data to assist clients in understanding their financial situations. Adriatic Wealth Management partners with Interactive Brokers to offer trading, clearing, reporting, and custody services to their clients.Read More

What are Adriatic Wealth Management social media links?
Adriatic Wealth Management Linkedin page Adriatic Wealth Management Twitter page Adriatic Wealth Management Facebook page
Is Adriatic Wealth Management a public company?
Adriatic Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Adriatic Wealth Management

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