LivingStone Wealth

Finance · South Carolina, United States · 1-10 Employees

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Overview

Headquarters

104 Whitsett St, Greenville, South Carol...

Phone Number

(864) 520-8000

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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About LivingStone Wealth

LivingStone Wealth Planning is a financial planning and wealth management firm based in Greenville, South Carolina, serving the Upstate of the Carolinas. They offer a range of services including investment advice, financial planning, estate planning strategies, and insurance efficiency, all tailored to meet the personal financial needs and goals of their clients. As a Certified Financial Planner (CFP), their mission is to inspire clients to make informed financial decisions through comprehensive wealth planning and proactive communication. The firm emphasizes building trusting relationships with clients while providing practical advice and personalized investing solutions.Explore more
Popular SearchesLivingStone WealthLiving Stone Wealth Management LLCLivingStone Wealth PlanningLiving Stone WealthLivingstonewealthSIC Code 62,628NAICS Code 52,523Show more

LivingStone Wealth Org Chart

PhoneEmail
KS
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Director, Client Operations

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

LivingStone Wealth

<$5M
1-10
Private
-
2016
KS
Kristy SmithDirector, Client Operations
$8.6M
11-50
Private
-
2010
EK
Erich KelleyWealth Advisor
$5.8M
1-10
Private
<$5M
2013
MG
Michelle GagnonSenior Manager, Client Services & Operations
$5.2M
11-50
Private
-
2006
TL
Tammy LongOffice Manager
<$5M
11-50
Private
<$5M
1985
<$5M
1-10
Private
-
1991
SR
Sharon RatcliffChief Financial Officer
<$5M
1-10
Private
-
-
MH
Michael HolligerManaging Partner, Private Wealth Manager
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

LivingStone Wealth Tech Stack

A closer look at the technologies used by LivingStone Wealth

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Frequently Asked Questions Regarding LivingStone Wealth

What is LivingStone Wealth's official website?
LivingStone Wealth's official website is www.livingstonewealth.com
What is LivingStone Wealth's Revenue?
LivingStone Wealth's revenue is <$5 Million
What is LivingStone Wealth's SIC code?
LivingStone Wealth's SIC: 62,628
What is LivingStone Wealth's NAICS code?
LivingStone Wealth's NAICS: 52,523
How many employees does LivingStone Wealth have?
LivingStone Wealth has 1-10 employees
What industry does LivingStone Wealth belong to?
LivingStone Wealth is in the industry of: Finance, Securities Trading
What is LivingStone Wealth competition?
LivingStone Wealth top competitors include: Holliger Financial Consultants, Ratcliff Financial Services, Casco Bay Wealth Advisors, Sterling Total Wealth Solutions
What technology does LivingStone Wealth use?
Some of the popular technologies that LivingStone Wealth uses are: WordPress.org, PHP, NS1, Squarespace Online Stores
How do I contact LivingStone Wealth?
LivingStone Wealth contact info: Phone number: (864) 520-8000 Website: www.livingstonewealth.com
What does LivingStone Wealth do?

LivingStone Wealth Planning is a financial planning and wealth management firm based in Greenville, South Carolina, serving the Upstate of the Carolinas. They offer a range of services including investment advice, financial planning, estate planning strategies, and insurance efficiency, all tailored to meet the personal financial needs and goals of... their clients. As a Certified Financial Planner (CFP), their mission is to inspire clients to make informed financial decisions through comprehensive wealth planning and proactive communication. The firm emphasizes building trusting relationships with clients while providing practical advice and personalized investing solutions.Read More

Is LivingStone Wealth a public company?
LivingStone Wealth is private company therefore does not currently have an official ticker symbol
See more information about LivingStone Wealth

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