Lignum Wealth Management

Finance · Massachusetts, United States · 1-10 Employees

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Overview

Headquarters

500 Edgewater Dr Ste 511A, Wakefield, Ma...

Phone Number

(781) 334-8100

Revenue

<$5 Million

Industry

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

Lignum Wealth Management specializes in helping clients achieve their financial goals through a client-centered approach. They offer a range of services including retirement income planning, asset management, and financial consultation. The firm aims to alleviate concerns about money management, allowing clients to focus on family, occupation, and recreation. Established in 2013, Lignum Wealth Management serves individuals seeking personalized financial guidance.Explore more
Lignum Wealth Management's Social MediaPopular SearchesLignum Wealth ManagementLignum Wealth Management IncLignum Management LtdMichael Krisko IncLignum Wealth Management inSIC Code 62,628NAICS Code 52,523Show more

Lignum Wealth Management Org Chart

PhoneEmail
NO
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Managing Partner

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MK
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Managing Partner

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CW
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Financial Advisor

PhoneEmail

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Lignum Wealth Management

<$5M
1-10
Private
-
2013
NO
Nathan O'LoughlinManaging Partner
<$5M
11-50
Private
<$5M
1998
DH
David HarnedChief Financial Officer
<$5M
1-10
Private
-
1992
PF
Patrick FergusonManager, Financial Planning Services
<$5M
1-10
Private
-
-
MO
Michael OberdorfWealth Advisor
<$5M
1-10
Private
-
2015
SG
Stephen GressettFounding Partner
<$5M
1-10
Private
-
2015
TE
Todd EhrenbergFinancial Advisor
<$5M
1-10
Private
-
2017
DC
Daniel CarthewWealth Advisor & Group Director, Retirement Plan Services
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Lignum Wealth Management Tech Stack

A closer look at the technologies used by Lignum Wealth Management

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Frequently Asked Questions Regarding Lignum Wealth Management

What is Lignum Wealth Management's official website?
Lignum Wealth Management's official website is www.lignumwm.com
What is Lignum Wealth Management's Revenue?
Lignum Wealth Management's revenue is <$5 Million
What is Lignum Wealth Management's SIC code?
Lignum Wealth Management's SIC: 62,628
What is Lignum Wealth Management's NAICS code?
Lignum Wealth Management's NAICS: 52,523
How many employees does Lignum Wealth Management have?
Lignum Wealth Management has 1-10 employees
What industry does Lignum Wealth Management belong to?
Lignum Wealth Management is in the industry of: Finance, Securities Trading
What is Lignum Wealth Management competition?
Lignum Wealth Management top competitors include: Port Wealth Management, Prime Wealth Management, Triad Wealth Advisors, Murphy Financial Group
What technology does Lignum Wealth Management use?
Some of the popular technologies that Lignum Wealth Management uses are: DocuSign, Cloudflare Website Optimization, Google Tag Manager, FMG Suite
How do I contact Lignum Wealth Management?
Lignum Wealth Management contact info: Phone number: (781) 334-8100 Website: www.lignumwm.com
What does Lignum Wealth Management do?

Lignum Wealth Management specializes in helping clients achieve their financial goals through a client-centered approach. They offer a range of services including retirement income planning, asset management, and financial consultation. The firm aims to alleviate concerns about money management, allowing clients to focus on family, occupation, and... recreation. Established in 2013, Lignum Wealth Management serves individuals seeking personalized financial guidance.Read More

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

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