Nauset Wealth Management

Finance · Connecticut, United States · 11-50 Employees

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Overview

Headquarters

1 Nauset Ln, Unionville, Connecticut, 06...

Phone Number

(203) 454-7328

Revenue

<$5 Million

Industry

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

Nauset Wealth Management, a state Registered Investment Advisor, was founded in 2000. Nauset provides comprehensive financial planning and investment management services to families and individuals, and currently manages over $90 million. All services are provided on a fee-only basis with no conflicts of interest. Nauset does not sell financial products, nor do we take any commissions or referral fees.Explore more
Nauset Wealth Management's Social MediaPopular SearchesNauset Wealth Management LLCNauset Wealth ManagementNauset West LLCNauset Services LLCNauset WealthSIC Code 62,628NAICS Code 52,523Show more

Nauset Wealth Management Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Nauset Wealth Management

<$5M
11-50
Private
-
2000
IP
Irene PepitoneClient Service Advisor
$5.1M
1-10
Private
-
2011
N/A
<$5M
11-50
Private
<$5M
2008
LH
Larry HarveyFounder & CEO
<$5M
1-10
Private
-
2008
LF
Loui FishManager, Marketing
<$5M
1-10
Private
-
2012
<$5M
1-10
Private
-
2004
David Gillespie, Founder & Managing Principal at DKG Financial
David GillespieFounder & Managing Principal
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Company Profile Activity

i

Among all Finance companies

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Activity Insights

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

What does this means?

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

Nauset Wealth Management Tech Stack

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Nauset Wealth Management News & Media

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Frequently Asked Questions Regarding Nauset Wealth Management

What is Nauset Wealth Management's official website?
Nauset Wealth Management's official website is www.nausetwealth.com
What is Nauset Wealth Management's Revenue?
Nauset Wealth Management's revenue is <$5 Million
What is Nauset Wealth Management's SIC code?
Nauset Wealth Management's SIC: 62,628
What is Nauset Wealth Management's NAICS code?
Nauset Wealth Management's NAICS: 52,523
How many employees does Nauset Wealth Management have?
Nauset Wealth Management has 11-50 employees
What industry does Nauset Wealth Management belong to?
Nauset Wealth Management is in the industry of: Finance, Securities Trading
What is Nauset Wealth Management competition?
Nauset Wealth Management top competitors include: Core Wealth Management, Pillar Wealth Management, Wentsel Wealth Management, HFG Wealth Management
What companies has Nauset Wealth Management acquired?
Nauset Wealth Management has acquired the companies: Nauset Wealth Management, Prudeo Partners, Greenville Financial Group, Perigon
What technology does Nauset Wealth Management use?
Some of the popular technologies that Nauset Wealth Management uses are: WordPress.org, PHP, Google Universal Analytics, AppRiver
How do I contact Nauset Wealth Management?
Nauset Wealth Management contact info: Phone number: (203) 454-7328 Website: www.nausetwealth.com
What does Nauset Wealth Management do?

Nauset Wealth Management, a state Registered Investment Advisor, was founded in 2000. Nauset provides comprehensive financial planning and investment management services to families and individuals, and currently manages over $90 million. All services are provided on a fee-only basis with no conflicts of interest. Nauset does not sell financial pro... ducts, nor do we take any commissions or referral fees.Read More

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

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