Vantage Wealth Management

Finance · Connecticut, United States · 11-50 Employees

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Overview

Headquarters

51 Sugar Hollow Rd Ste 201, Danbury, Con...

Revenue

<$5 Million

Industry

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

Vantage Wealth Management offers full-service, fee-based financial planning to hardworking professionals at any life stage, serving clients nationally from Danbury, CT. Their dynamic L.I.F.E. process involves Learning about clients, Investigating their financial situation, Formulating a plan, and Executing the strategy. With a commitment to transparency and honesty, they provide personalized financial guidance that aligns with clients' unique goals and lifestyles.Explore more
Popular SearchesVantage Wealth ManagementSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Vantage Wealth Management

<$5M
11-50
Private
-
-
N/A
<$5M
1-10
Private
<$5M
2005
N/A
<$5M
1-10
Private
-
2006
SY
Shveta YadavAdministrative Assistant
<$5M
1-10
Private
-
1986
JN
Justin NorrisDirector, Operations
<$5M
1-10
Private
-
2010
WM
Walter MegonigalVice President, Wealth Advisor
<$5M
1-10
Private
-
2015
LB
Lester BotkinChief Investment Officer
<$5M
1-10
Private
-
2014
DE
David EissmanOwner and President
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Vantage Wealth Management Tech Stack

A closer look at the technologies used by Vantage Wealth Management

Vantage Wealth Management News & Media

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Frequently Asked Questions Regarding Vantage Wealth Management

What is Vantage Wealth Management's official website?
Vantage Wealth Management's official website is www.vantagewm.net
What is Vantage Wealth Management's Revenue?
Vantage Wealth Management's revenue is <$5 Million
What is Vantage Wealth Management's SIC code?
Vantage Wealth Management's SIC: 62,628
What is Vantage Wealth Management's NAICS code?
Vantage Wealth Management's NAICS: 52,523
How many employees does Vantage Wealth Management have?
Vantage Wealth Management has 11-50 employees
What industry does Vantage Wealth Management belong to?
Vantage Wealth Management is in the industry of: Finance, Securities Trading
What is Vantage Wealth Management competition?
Vantage Wealth Management top competitors include: Botkin Family Wealth Management, Sierra Pacific Financial Advisors, VISTA Wealth Strategies, Eissman Wealth Management
What technology does Vantage Wealth Management use?
Some of the popular technologies that Vantage Wealth Management uses are: Google Universal Analytics, Google Font API, Google Analytics, Calendly
What does Vantage Wealth Management do?

Vantage Wealth Management offers full-service, fee-based financial planning to hardworking professionals at any life stage, serving clients nationally from Danbury, CT. Their dynamic L.I.F.E. process involves Learning about clients, Investigating their financial situation, Formulating a plan, and Executing the strategy. With a commitment to transpa... rency and honesty, they provide personalized financial guidance that aligns with clients' unique goals and lifestyles.Read More

Is Vantage Wealth Management a public company?
Vantage Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Vantage Wealth Management

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