Brookhaven Wealth Management

Finance · Georgia, United States · 1-10 Employees

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Overview

Headquarters

1418 Dresden Dr NE Unit 240, Brookhaven,...

Phone Number

(678) 929-6570

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Brookhaven Wealth Management

Brookhaven Wealth Management offers comprehensive financial services including wealth and financial planning, investment and portfolio management, and risk management and insurance. They cater to families, individuals, self-employed professionals, and aspiring retirees, helping clients navigate complex financial decisions. The firm emphasizes personalized strategies to achieve clients' financial goals and aspirations. With a commitment to guiding clients through their financial journeys, Brookhaven aims to instill confidence in their financial planning.Explore more
Brookhaven Wealth Management's Social MediaPopular SearchesBrookhaven Wealth Management IncFsg Wealth Management LLCBrookhaven Asset Management Company LLCBrookhaven Investment Management LLCBrookhaven Investments IncSIC Code 62,628NAICS Code 52,523Show more

Brookhaven Wealth Management Org Chart

PhoneEmail
CC
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Investment Advisory Representative

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Brookhaven Wealth Managem...

<$5M
1-10
Private
-
2014
CC
Christopher CosenzaInvestment Advisory Representative
<$5M
1-10
Private
<$5M
2005
N/A
<$5M
1-10
Private
-
1962
BN
Barbara NelsonManager, Operations
<$5M
1-10
Private
-
2008
NW
Nicholas WarfChief Compliance Officer & Chief Operating Officer
<$5M
1-10
Private
-
2017
N/A
<$5M
1-10
Private
-
2004
LC
Lori CuneoBusiness Relationship Manager
<$5M
1-10
Private
-
1986
JN
Justin NorrisDirector, Operations
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Brookhaven Wealth Management Tech Stack

A closer look at the technologies used by Brookhaven Wealth Management

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Frequently Asked Questions Regarding Brookhaven Wealth Management

What is Brookhaven Wealth Management's official website?
Brookhaven Wealth Management's official website is www.brookhavenwm.com
What is Brookhaven Wealth Management's Revenue?
Brookhaven Wealth Management's revenue is <$5 Million
What is Brookhaven Wealth Management's SIC code?
Brookhaven Wealth Management's SIC: 62,628
What is Brookhaven Wealth Management's NAICS code?
Brookhaven Wealth Management's NAICS: 52,523
How many employees does Brookhaven Wealth Management have?
Brookhaven Wealth Management has 1-10 employees
What industry does Brookhaven Wealth Management belong to?
Brookhaven Wealth Management is in the industry of: Finance, Securities Trading
What is Brookhaven Wealth Management competition?
Brookhaven Wealth Management top competitors include: Norris Financial Group, Hull Wealth Management, Ascential Wealth, Nick Weber Wealth
What technology does Brookhaven Wealth Management use?
Some of the popular technologies that Brookhaven Wealth Management uses are: Microsoft 365, Sophos Email Gateway, Microsoft Exchange Online
How do I contact Brookhaven Wealth Management?
Brookhaven Wealth Management contact info: Phone number: (678) 929-6570 Website: www.brookhavenwm.com
What does Brookhaven Wealth Management do?

Brookhaven Wealth Management offers comprehensive financial services including wealth and financial planning, investment and portfolio management, and risk management and insurance. They cater to families, individuals, self-employed professionals, and aspiring retirees, helping clients navigate complex financial decisions. The firm emphasizes perso... nalized strategies to achieve clients' financial goals and aspirations. With a commitment to guiding clients through their financial journeys, Brookhaven aims to instill confidence in their financial planning.Read More

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

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