Roseland Wealth Management

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

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Overview

Headquarters

20 Newman Ave Unit 3005B Bldg 3, Rumford...

Phone Number

(401) 383-8214

Revenue

$5.2 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
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Aug
ZI Rank
1
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About Roseland Wealth Management

Roseland Wealth Management is a full-service financial advisory firm led by Aaron Simon, who has over 20 years of experience in the industry. The firm offers a range of services including accumulation, risk management, taxation, business planning, retirement planning, and estate planning. Inspired by the legacy of the Roseland Ballroom, the company emphasizes entrepreneurship and community-building. Their intended clients include individuals and businesses seeking comprehensive financial guidance and planning.Explore more
Roseland Wealth Management's Social MediaPopular SearchesRoseland Wealth ManagementRoseland Wealth Management IncRoseland Wealth Management, Inc.*CONVERTED INTO NO...SIC Code 62,628NAICS Code 52,523Show more

Roseland Wealth Management Org Chart

PhoneEmail
WP
United States flag for contact location.

Director, Client Relations

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PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Roseland Wealth Managemen...

$5.2M
11-50
Private
-
2017
WP
William PylesDirector, Client Relations
<$5M
1-10
Private
-
-
YD
Yanni DiamondManager, Wealth
<$5M
1-10
Private
-
2014
James Canady, Financial Advisor & Partner & Chief Financial Officer at Atlantic Wealth Management
James CanadyFinancial Advisor & Partner & Chief Financial Officer
<$5M
1-10
Private
-
1994
LC
Lisa CremoniniCertified Financial Planner
<$5M
1-10
Private
-
2005
JB
John BernardsFounding Partner, Certified Financial Planner Professional
<$5M
1-10
Private
-
1986
John Heeckt, President at Financial Sources
John HeecktPresident
<$5M
1-10
Private
-
2009
VC
Victoria CegerenkoManager, Client Services & Operations
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Roseland Wealth Management Tech Stack

A closer look at the technologies used by Roseland Wealth Management

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Frequently Asked Questions Regarding Roseland Wealth Management

What is Roseland Wealth Management's official website?
Roseland Wealth Management's official website is www.roselandwm.com
What is Roseland Wealth Management's Revenue?
Roseland Wealth Management's revenue is $5.2 Million
What is Roseland Wealth Management's SIC code?
Roseland Wealth Management's SIC: 62,628
What is Roseland Wealth Management's NAICS code?
Roseland Wealth Management's NAICS: 52,523
How many employees does Roseland Wealth Management have?
Roseland Wealth Management has 11-50 employees
What industry does Roseland Wealth Management belong to?
Roseland Wealth Management is in the industry of: Finance, Securities Trading
What is Roseland Wealth Management competition?
Roseland Wealth Management top competitors include: Atlantic Wealth Management, Capitol Financial Advisors, CFN Yanni Diamond, Namack Portfolio Investment Professionals
What technology does Roseland Wealth Management use?
Some of the popular technologies that Roseland Wealth Management uses are: DocuSign, Cloudflare Website Optimization, Datadog, Google Tag Manager
How do I contact Roseland Wealth Management?
Roseland Wealth Management contact info: Phone number: (401) 383-8214 Website: www.roselandwm.com
What does Roseland Wealth Management do?

Roseland Wealth Management is a full-service financial advisory firm led by Aaron Simon, who has over 20 years of experience in the industry. The firm offers a range of services including accumulation, risk management, taxation, business planning, retirement planning, and estate planning. Inspired by the legacy of the Roseland Ballroom, the company... emphasizes entrepreneurship and community-building. Their intended clients include individuals and businesses seeking comprehensive financial guidance and planning.Read More

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

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