Levanti Wealth

Finance · Florida, United States · 11-50 Employees

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Overview

Headquarters

501 E Las Olas Blvd Ste 300, Fort Lauder...

Phone Number

(954) 271-7888

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
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Mar
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May
ZI Rank
2
1
1
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About Levanti Wealth

Levanti Wealth is a financial services firm that provides comprehensive financial planning, risk management, and investment advisory services. They cater to individual clients, including corporate executives, entrepreneurs, and families with special needs, as well as corporate clients by assisting businesses in navigating employee benefits and risk management. The firm also specializes in serving medical and legal professionals, offering tailored financial strategies to meet their unique needs. With a team boasting over 100 years of combined experience, Levanti Wealth commits to understanding clients' objectives, educating them on their options, and continuously monitoring their financial plans.Explore more
Levanti Wealth's Social MediaPopular SearchesLevanti WealthSIC Code 62,628NAICS Code 52,523Show more

Levanti Wealth Org Chart

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JT
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Director, Investment

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MV
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Director, Operations

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Client Service Manager & Financial Planning C...

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Levanti Wealth

<$5M
11-50
Private
-
1993
JT
Jesse ThompsonDirector, Investment
<$5M
11-50
Private
-
1997
AM
Andrew MurdochPresident CFP
<$5M
1-10
Private
-
2013
Christine Batts, Chief Operating Officer at CWS Financial Advisors
Christine BattsChief Operating Officer
<$5M
1-10
Private
-
1988
BS
Belinda SheffieldChief Financial Officer
<$5M
1-10
Private
<$5M
2016
AL
Aaron LeakFounder & Manager, Wealth
<$5M
1-10
Private
-
2015
LB
Lester BotkinFinancial, Cfa Advisor
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Levanti Wealth Tech Stack

A closer look at the technologies used by Levanti Wealth

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Frequently Asked Questions Regarding Levanti Wealth

What is Levanti Wealth's official website?
Levanti Wealth's official website is www.levantiwealth.com
What is Levanti Wealth's Revenue?
Levanti Wealth's revenue is <$5 Million
What is Levanti Wealth's SIC code?
Levanti Wealth's SIC: 62,628
What is Levanti Wealth's NAICS code?
Levanti Wealth's NAICS: 52,523
How many employees does Levanti Wealth have?
Levanti Wealth has 11-50 employees
What industry does Levanti Wealth belong to?
Levanti Wealth is in the industry of: Finance, Securities Trading
What is Levanti Wealth competition?
Levanti Wealth top competitors include: CWS Financial Advisors, ECL Private Wealth Management, Somerset Wealth Strategies, Botkin Family Wealth Management
What technology does Levanti Wealth use?
Some of the popular technologies that Levanti Wealth uses are: reCAPTCHA, Cloudflare CDN, Google Font API, YouTube
How do I contact Levanti Wealth?
Levanti Wealth contact info: Phone number: (954) 271-7888 Website: www.levantiwealth.com
What does Levanti Wealth do?

Levanti Wealth is a financial services firm that provides comprehensive financial planning, risk management, and investment advisory services. They cater to individual clients, including corporate executives, entrepreneurs, and families with special needs, as well as corporate clients by assisting businesses in navigating employee benefits and risk... management. The firm also specializes in serving medical and legal professionals, offering tailored financial strategies to meet their unique needs. With a team boasting over 100 years of combined experience, Levanti Wealth commits to understanding clients' objectives, educating them on their options, and continuously monitoring their financial plans.Read More

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

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