Wentsel Wealth Management

Finance · Illinois, United States · 1-10 Employees

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Overview

Headquarters

3909 Central Ave, Western Springs, Illin...

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
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Jun
ZI Rank
1
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1
1
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1

About Wentsel Wealth Management

Wentsel Wealth Management, LLC is a fee-only investment management and financial planning firm based in Western Springs, IL, dedicated to providing client-first financial advisory services. With over 30 years of experience in the investment industry, the firm focuses on personal attention, low-cost investment options, and modern engagement methods to help individuals, families, and businesses achieve their financial goals. Acting as a fiduciary, Wentsel Wealth Management prioritizes the best interests of its clients over profit. The firm offers customized services, an online financial dashboard, and virtual engagement options to enhance the convenience and effectiveness of financial advice.Explore more
Wentsel Wealth Management's Social MediaPopular SearchesWentsel Wealth Management LLCWealth Management LLCSIC Code 62,628NAICS Code 52,523Show more

Wentsel Wealth Management Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Wentsel Wealth Management

<$5M
1-10
Private
-
2016
<$5M
1-10
Private
-
2013
SK
Shelley KemperManager, Marketing
<$5M
1-10
Private
-
2011
DV
David ValentiPortfolio Manager
<$5M
1-10
Private
-
2007
<$5M
1-10
Private
-
2008
LF
Loui FishManager, Marketing
<$5M
1-10
Private
-
2012
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Wentsel Wealth Management Tech Stack

A closer look at the technologies used by Wentsel Wealth Management

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Frequently Asked Questions Regarding Wentsel Wealth Management

What is Wentsel Wealth Management's official website?
Wentsel Wealth Management's official website is www.wentselwealth.com
What is Wentsel Wealth Management's Revenue?
Wentsel Wealth Management's revenue is <$5 Million
What is Wentsel Wealth Management's SIC code?
Wentsel Wealth Management's SIC: 62,628
What is Wentsel Wealth Management's NAICS code?
Wentsel Wealth Management's NAICS: 52,523
How many employees does Wentsel Wealth Management have?
Wentsel Wealth Management has 1-10 employees
What industry does Wentsel Wealth Management belong to?
Wentsel Wealth Management is in the industry of: Finance, Securities Trading
What is Wentsel Wealth Management competition?
Wentsel Wealth Management top competitors include: Hudson Valley Wealth Management, Core Wealth Management, Pillar Wealth Management, Mosaic Financial Advisors
What technology does Wentsel Wealth Management use?
Some of the popular technologies that Wentsel Wealth Management uses are: Sentry, F5 BIG-IP Platform, F5 BIG-IP Application Security Manager, Google Workspace
What does Wentsel Wealth Management do?

Wentsel Wealth Management, LLC is a fee-only investment management and financial planning firm based in Western Springs, IL, dedicated to providing client-first financial advisory services. With over 30 years of experience in the investment industry, the firm focuses on personal attention, low-cost investment options, and modern engagement methods... to help individuals, families, and businesses achieve their financial goals. Acting as a fiduciary, Wentsel Wealth Management prioritizes the best interests of its clients over profit. The firm offers customized services, an online financial dashboard, and virtual engagement options to enhance the convenience and effectiveness of financial advice.Read More

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

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