Lumen Wealth Management

Finance · Massachusetts, United States · 1-10 Employees

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Overview

Headquarters

55 Walkers Brook Dr Ste 301, Reading, Ma...

Phone Number

(781) 998-0705

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
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May
ZI Rank
1
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1
1
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1

About Lumen Wealth Management

We are an independent financial firm that has been helping individuals and businesses establish and maintain their long-term financial goals since 2001. If you're a current client, you'll find links to access your account, make appointments with us, get up-to-date information about the stock markets, and view useful resources that can help empower you to be a more knowledgeable investor (the kind we like!). If you're not currently acquainted with our firm, we've established this website as a way for you to get to know us and understand how we can help you get to that point where you don't have to worry about whether your money is doing right by you. We appreciate your interest in Lumen Wealth Management and sincerely look forward to serving you.Explore more
Lumen Wealth Management's Social MediaPopular SearchesLumen Wealth ManagementLumen Wealth Management LLCGino P Molettieri Dba Lumen Wealth ManagementSIC Code 62,628NAICS Code 52,523Show more

Lumen Wealth Management Org Chart

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Client Relationship Manager

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Wealth Management Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Lumen Wealth Management

<$5M
1-10
Private
-
2014
MM
Maria MolettieriClient Relationship Manager
<$5M
1-10
Private
-
-
JS
John ShiblesManaging Partner, Wealth Advisor
<$5M
1-10
Private
-
2009
N/A
<$5M
1-10
Private
-
2018
KK
Kate KoplinWealth Advisor
<$5M
1-10
Private
-
2020
DW
Daniel WalshFinancial Advisor
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Lumen Wealth Management Tech Stack

A closer look at the technologies used by Lumen Wealth Management

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Frequently Asked Questions Regarding Lumen Wealth Management

What is Lumen Wealth Management's official website?
Lumen Wealth Management's official website is www.lumenwealth.com
What is Lumen Wealth Management's Revenue?
Lumen Wealth Management's revenue is <$5 Million
What is Lumen Wealth Management's SIC code?
Lumen Wealth Management's SIC: 62,628
What is Lumen Wealth Management's NAICS code?
Lumen Wealth Management's NAICS: 52,523
How many employees does Lumen Wealth Management have?
Lumen Wealth Management has 1-10 employees
What industry does Lumen Wealth Management belong to?
Lumen Wealth Management is in the industry of: Finance, Securities Trading
What is Lumen Wealth Management competition?
Lumen Wealth Management top competitors include: Trailhead Financial, Walsh Investment Services, DBA McMahan Asset Management, Triad Wealth Advisors
What technology does Lumen Wealth Management use?
Some of the popular technologies that Lumen Wealth Management uses are: DocuSign, Drupal, reCAPTCHA, Cloudflare Website Optimization
How do I contact Lumen Wealth Management?
Lumen Wealth Management contact info: Phone number: (781) 998-0705 Website: www.lumenwealth.com
What does Lumen Wealth Management do?

We are an independent financial firm that has been helping individuals and businesses establish and maintain their long-term financial goals since 2001. If you're a current client, you'll find links to access your account, make appointments with us, get up-to-date information about the stock markets, and view useful resources that can help empower... you to be a more knowledgeable investor (the kind we like!). If you're not currently acquainted with our firm, we've established this website as a way for you to get to know us and understand how we can help you get to that point where you don't have to worry about whether your money is doing right by you. We appreciate your interest in Lumen Wealth Management and sincerely look forward to serving you.Read More

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

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