Long Wealth Management

Finance · Rhode Island, United States · 11-50 Employees

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Overview

Headquarters

1543 Narragansett Blvd, Cranston, Rhode ...

Phone Number

(401) 615-8647

Revenue

$7 Million

Industry

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

Long Wealth Management specializes in personalized investment strategies tailored to clients' unique financial circumstances and goals. With over 35 years of professional investment experience, the firm emphasizes transparency and collaboration in its advisory process to ensure clients understand the rationale behind recommendations. The company offers a range of services including retirement planning, estate management, investment advice, insurance, and tax strategies. Their target clients include individuals and families seeking long-term financial growth and risk management.Explore more
Long Wealth Management's Social MediaPopular SearchesLong Wealth ManagementWealth Management LLCSIC Code 62,628NAICS Code 52,523Show more

Long Wealth Management Org Chart

PhoneEmail
GL
United States flag for contact location.

Owner-LPL Investment Advisor Representative

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Long Wealth Management

$7M
11-50
Private
-
2010
GL
Gerald LongOwner-LPL Investment Advisor Representative
<$5M
1-10
Private
-
2010
MV
Melissa VreelandVice President, Wealth Management
<$5M
1-10
Private
-
-
RB
Ronnie BloomFinancial Advisor
<$5M
1-10
Private
-
1997
N/A
<$5M
1-10
Private
-
2013
KP
Keaton ParkinsonWealth Management Advisor
<$5M
1-10
Private
-
2003
N/A
<$5M
1-10
Private
-
2005
N/A
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Company Profile Activity

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Activity Insights

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

What does this means?

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

Long Wealth Management Tech Stack

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Frequently Asked Questions Regarding Long Wealth Management

What is Long Wealth Management's official website?
Long Wealth Management's official website is www.longwealthmanagement.com
What is Long Wealth Management's Revenue?
Long Wealth Management's revenue is $7 Million
What is Long Wealth Management's SIC code?
Long Wealth Management's SIC: 62,628
What is Long Wealth Management's NAICS code?
Long Wealth Management's NAICS: 52,523
How many employees does Long Wealth Management have?
Long Wealth Management has 11-50 employees
What industry does Long Wealth Management belong to?
Long Wealth Management is in the industry of: Finance, Securities Trading
What is Long Wealth Management competition?
Long Wealth Management top competitors include: Cordingley & Parkinson Wealth Management, Teodoro Wealth Management, Delta Pacific Investment Management, Castle Investment Advisors
What technology does Long Wealth Management use?
Some of the popular technologies that Long Wealth Management uses are: Cloudflare Website Optimization, Cloudflare CDN, Datadog, Google Font API
How do I contact Long Wealth Management?
Long Wealth Management contact info: Phone number: (401) 615-8647 Website: www.longwealthmanagement.com
What does Long Wealth Management do?

Long Wealth Management specializes in personalized investment strategies tailored to clients' unique financial circumstances and goals. With over 35 years of professional investment experience, the firm emphasizes transparency and collaboration in its advisory process to ensure clients understand the rationale behind recommendations. The company of... fers a range of services including retirement planning, estate management, investment advice, insurance, and tax strategies. Their target clients include individuals and families seeking long-term financial growth and risk management.Read More

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

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