Nettuno Wealth Management

Finance · Georgia, United States · 51-200 Employees

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Overview

Headquarters

12640 Crabapple Rd Ste 300, Alpharetta, ...

Phone Number

(770) 688-3935

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
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Aug
ZI Rank
1
1
1
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1

About Nettuno Wealth Management

Nettuno Wealth Management offers a comprehensive suite of financial services including retirement planning, education funding, estate planning, business retirement solutions, and income management. Their team of experienced advisors employs a personalized, five-step process to understand clients' unique needs and build customized financial solutions. The firm serves a diverse clientele, including individuals, families, and business owners, with a focus on multi-generation wealth planning and tax strategies. With over $4.3 billion in client assets, Nettuno Wealth Management is dedicated to providing superior client experiences through strategic partnerships and expert guidance.Explore more
Nettuno Wealth Management's Social MediaPopular SearchesNettuno Wealth ManagementNettuno GroupNettuno Associates IncNettuno & Associates LLCNettuno Associates LLCSIC Code 62,628NAICS Code 52,523Show more

Nettuno Wealth Management Org Chart

PhoneEmail
JR
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Senior VP, Field Operations

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Nettuno Wealth Management

<$5M
51-200
Private
-
2005
JR
James RocchiSenior VP, Field Operations
$51.6M
51-200
Private
<$5M
2004
LH
Lisa HayesFounder & CEO
$19.9M
51-200
Private
-
2010
JR
Joshua RothbardFinancial Advisor
$18M
51-200
Private
<$5M
2001
$16.7M
51-200
Private
-
2005
$14.7M
51-200
Private
<$5M
2010
TO
Tiy O'NealChief Operations Officer
<$5M
51-200
Private
-
1998
JK
Jay KellerVice President, Institutional Wealth Services
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Nettuno Wealth Management Tech Stack

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Frequently Asked Questions Regarding Nettuno Wealth Management

What is Nettuno Wealth Management's official website?
Nettuno Wealth Management's official website is www.nettunowealthmanagement.com
What is Nettuno Wealth Management's Revenue?
Nettuno Wealth Management's revenue is <$5 Million
What is Nettuno Wealth Management's SIC code?
Nettuno Wealth Management's SIC: 62,628
What is Nettuno Wealth Management's NAICS code?
Nettuno Wealth Management's NAICS: 52,523
How many employees does Nettuno Wealth Management have?
Nettuno Wealth Management has 51-200 employees
What industry does Nettuno Wealth Management belong to?
Nettuno Wealth Management is in the industry of: Finance, Securities Trading
What is Nettuno Wealth Management competition?
Nettuno Wealth Management top competitors include: Perigon Wealth Management, Annex Wealth Management, Acanthus Associates, ACM Wealth
What technology does Nettuno Wealth Management use?
Some of the popular technologies that Nettuno Wealth Management uses are: Sentry, Microsoft 365, F5 BIG-IP Platform, Sectigo
How do I contact Nettuno Wealth Management?
Nettuno Wealth Management contact info: Phone number: (770) 688-3935 Website: www.nettunowealthmanagement.com
What does Nettuno Wealth Management do?

Nettuno Wealth Management offers a comprehensive suite of financial services including retirement planning, education funding, estate planning, business retirement solutions, and income management. Their team of experienced advisors employs a personalized, five-step process to understand clients' unique needs and build customized financial solution... s. The firm serves a diverse clientele, including individuals, families, and business owners, with a focus on multi-generation wealth planning and tax strategies. With over $4.3 billion in client assets, Nettuno Wealth Management is dedicated to providing superior client experiences through strategic partnerships and expert guidance.Read More

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

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