ALENA Wealth

Finance · Massachusetts, United States · 1-10 Employees

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Overview

Headquarters

57 Bedford St Ste 204, Lexington, Massac...

Phone Number

(781) 861-1232

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
1
2
1
1
1

About ALENA Wealth

ALENA Wealth, LLC is a registered investment adviser that offers services in financial planning, investment and income planning, and estate planning. The firm aims to guide clients through money management aligned with their values, ensuring the flow of abundance and peace. ALENA Wealth serves clients in multiple states, providing tailored investment solutions while highlighting the importance of understanding the risks associated with investing. Their team consists of experienced professionals dedicated to helping clients navigate their financial journeys.Explore more
ALENA Wealth's Social MediaPopular SearchesAlena Wealth LLCAlena WealthAlenawealthSIC Code 62,628NAICS Code 52,523Show more

ALENA Wealth Org Chart

PhoneEmail
AI
United States flag for contact location.

Founder & Principal

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LM
United States flag for contact location.

Founder & Principal

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MI
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Lpl Financial Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

ALENA Wealth

<$5M
1-10
Private
-
2008
AI
Alan IoffredoFounder & Principal
<$5M
1-10
Private
-
1997
AH
Andrea HastingsFinancial Advisor
<$5M
1-10
Private
-
2006
MJ
Megan JohnsonVice President and Wealth Advisor
<$5M
1-10
Private
-
2015
LB
Lester BotkinChief Investment Officer
<$5M
1-10
Private
-
2006
JL
Jane LiSenior Manager, Investment
<$5M
1-10
Private
-
1983
<$5M
11-50
Private
-
2011
LB
Lisa BousquetOffice Manager
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

ALENA Wealth Tech Stack

A closer look at the technologies used by ALENA Wealth

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Frequently Asked Questions Regarding ALENA Wealth

What is ALENA Wealth's official website?
ALENA Wealth's official website is www.alenawealth.com
What is ALENA Wealth's Revenue?
ALENA Wealth's revenue is <$5 Million
What is ALENA Wealth's SIC code?
ALENA Wealth's SIC: 62,628
What is ALENA Wealth's NAICS code?
ALENA Wealth's NAICS: 52,523
How many employees does ALENA Wealth have?
ALENA Wealth has 1-10 employees
What industry does ALENA Wealth belong to?
ALENA Wealth is in the industry of: Finance, Securities Trading
What is ALENA Wealth competition?
ALENA Wealth top competitors include: Goodrich and Associates, Stocker Woods Financial, Botkin Family Wealth Management, Strategic Financial Services
What technology does ALENA Wealth use?
Some of the popular technologies that ALENA Wealth uses are: Cloudflare Website Optimization, Proofpoint, Google Tag Manager, FMG Suite
How do I contact ALENA Wealth?
ALENA Wealth contact info: Phone number: (781) 861-1232 Website: www.alenawealth.com
What does ALENA Wealth do?

ALENA Wealth, LLC is a registered investment adviser that offers services in financial planning, investment and income planning, and estate planning. The firm aims to guide clients through money management aligned with their values, ensuring the flow of abundance and peace. ALENA Wealth serves clients in multiple states, providing tailored investme... nt solutions while highlighting the importance of understanding the risks associated with investing. Their team consists of experienced professionals dedicated to helping clients navigate their financial journeys.Read More

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

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