DeSantis Wealth Management
Finance · Michigan, United States · 1-10 Employees
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Overview
Headquarters
34020 7 Mile Rd Ste 105, Livonia, Michig...Phone Number
(734) 452-7990Revenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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1
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1
About DeSantis Wealth Management
DeSantis Wealth Management LLC specializes in providing personalized financial services to individuals preparing for retirement. Their offerings include investment strategies, wealth management, and risk assessment tailored to clients' unique needs and long-term goals. The firm emphasizes building long-term relationships based on trust, honesty, and integrity. They utilize advanced technology through their Guided Wealth Portfolios program, which combines personal financial advising with algorithm-based investment recommendations.Explore more
Popular SearchesDeSantis Wealth Management LLCdesantiswealthmanagement.comSIC Code 62,628NAICS Code 52,523Show more
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Revenue
Number of Employees
Type
Funding
Founded In
DeSantis Wealth Managemen...
<$5M
1-10
Private
<$5M
-
N/A
Company Profile Activity
Activity Insights
DeSantis Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.
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DeSantis Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about DeSantis Wealth Management.
DeSantis Wealth Management financials insights
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2021
Debt
$10K
DeSantis Wealth Management Tech Stack
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DeSantis Wealth Management LLC specializes in providing personalized financial services to individuals preparing for retirement. Their offerings include investment strategies, wealth management, and risk assessment tailored to clients' unique needs and long-term goals. The firm emphasizes building long-term relationships based on trust, honesty, an... Read More
