Luongo Wealth Management

Finance · New Jersey, United States · 1-10 Employees

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Overview

Headquarters

242 State Rte 79 N Ste 8, Morganville, N...

Phone Number

(732) 332-0251

Revenue

<$5 Million

Industry

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

About Luongo Wealth Management

Luongo Wealth Management is an independent financial advisory firm based in Palm City, FL, with over 30 years of industry experience. They offer a comprehensive range of services including wealth management, investment management, financial planning, and retirement strategies, tailored to meet the unique needs of their clients. The firm emphasizes building strong partnerships by understanding clients' dreams and concerns to create personalized financial roadmaps. Their target clients include individuals seeking personalized financial advice and strategies to manage their wealth effectively.Explore more
Luongo Wealth Management's Social MediaPopular SearchesLuongo Wealth ManagementLuongo Insurance & Financial ServicesAdvisor LaunchpadInsurance & Financial ServicesLuongo ManagementSIC Code 62,628NAICS Code 52,523Show more

Luongo Wealth Management Org Chart

PhoneEmail
GL
United States flag for contact location.

Director of Insurance

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Luongo Wealth Management

<$5M
1-10
Private
-
1989
GL
Gail LuongoDirector of Insurance
<$5M
1-10
Private
-
-
WF
W. FrancisVice President, Investments
<$5M
1-10
Private
-
-
CS
Cheryl SmithOffice Manager
<$5M
1-10
Private
-
2009
Richard Bloom, Founder & President at Teton Wealth Management
Richard BloomFounder & President
<$5M
1-10
Private
-
2010
JM
Julian MorrisPrincipal and Founder - Concierge Wealth Management
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Luongo Wealth Management Tech Stack

A closer look at the technologies used by Luongo Wealth Management

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Frequently Asked Questions Regarding Luongo Wealth Management

What is Luongo Wealth Management's official website?
Luongo Wealth Management's official website is www.luongowealthmanagement.com
What is Luongo Wealth Management's Revenue?
Luongo Wealth Management's revenue is <$5 Million
What is Luongo Wealth Management's SIC code?
Luongo Wealth Management's SIC: 62,628
What is Luongo Wealth Management's NAICS code?
Luongo Wealth Management's NAICS: 52,523
How many employees does Luongo Wealth Management have?
Luongo Wealth Management has 1-10 employees
What industry does Luongo Wealth Management belong to?
Luongo Wealth Management is in the industry of: Finance, Securities Trading
What is Luongo Wealth Management competition?
Luongo Wealth Management top competitors include: JLB Wealth Management Group, Concierge Wealth Management, Stifel, Bell & Associates Wealth Management
What technology does Luongo Wealth Management use?
Some of the popular technologies that Luongo Wealth Management uses are: Cloudflare Website Optimization, Enom DNS Hosting, YouTube, Google Tag Manager
How do I contact Luongo Wealth Management?
Luongo Wealth Management contact info: Phone number: (732) 332-0251 Website: www.luongowealthmanagement.com
What does Luongo Wealth Management do?

Luongo Wealth Management is an independent financial advisory firm based in Palm City, FL, with over 30 years of industry experience. They offer a comprehensive range of services including wealth management, investment management, financial planning, and retirement strategies, tailored to meet the unique needs of their clients. The firm emphasizes... building strong partnerships by understanding clients' dreams and concerns to create personalized financial roadmaps. Their target clients include individuals seeking personalized financial advice and strategies to manage their wealth effectively.Read More

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

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