Wentworth Management Services
Holding Companies & Conglomerates · New York, United States · 11-50 Employees
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Overview
Headquarters
200 Vesey St Fl 24, New York, New York, ...Phone Number
(212) 388-6200Website
www.wentworthms.comRevenue
$5.3 MillionIndustry
ZI Rank: 7
Signal Type
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ZI Rank
5
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7
About Wentworth Management Services
Wentworth Management Services LLC ("Wentworth") is a holding company that acquires and manages businesses in the wealth management industry. The company specializes in consolidating independent broker-dealers to capture economies of scale needed to service financial advisors in today's technology-enabled regulatory environment. Wentworth's core philosophy focuses on building long-term, productive relationships with its advisor base. The firm also includes a dealer manager business, investment banking division and a wholesale distribution division.Explore more
Popular SearchesWentworth Management Services LLCWentworth Holdings LLCWentworth Management ServicesWentworth Capital Ventures IncWentworth ManagementSIC Code 67,671NAICS Code 55,551Show moreWentworth Management Services Org Chart
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Wentworth Management Services is experiencing very low activity levels compared to other companies in the Holding Companies & Conglomerates sector.
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Wentworth Management Services is drawing exceptional interest within the Holding Companies & Conglomerates industry, suggesting notable developments or strong market momentum, learn more about Wentworth Management Services.
Wentworth Management Services Tech Stack
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Most Recent Scoops
Mergers & Acquisitions (M&A)
Executive Move
Wentworth Management Services has announced that Aaron Kahn has been appointed as Associate General Counsel.
Executive Moves
Executive Move
Wentworth Management Services has announced that Brian Morgenstern has been appointed as General Counsel.
Executive Moves
Executive Move
Wentworth Management Services News & Media
Wentworth Management Services Appoints Robert Jansen As Chief Operating Officer
FRISCO, Texas, Jan. 5, 2021 /PRNewswire/ -- Wentworth Management Services, LLC (Wentworth), a holding company that acquires broker-dealers and provides shared services at scale to its family of companies, today announced the appointment of Robert Jansen as Chief Operating Officer in their...Wentworth Makes Aurora Private Wealth Its Fifth Acquisition
NEW YORK, Dec. 11, 2019 /PRNewswire/ -- Wentworth Management Services, LLC ("Wentworth") announced today at the MarketCounsel Summit in Miami its acquisition of Aurora Private Wealth, the Rockaway, NJ-based hybrid RIA/independent broker-dealer. The full terms of the deal, which is still...Wentworth Management Services Announces Its Third Acquisition by Entering Into a Definitive Purchase Agreement to Acquire World Equity Group
NEW YORK, Dec 7, 2018 /PRNewswire/ -- Wentworth Management Services LLC ("Wentworth"), a growing aggregator of broker-dealers nationwide, today announced that the firm has entered into a purchase agreement to acquire World Equity Group, an independent broker/dealer based in Arlington...Wentworth Strengthens Executive Team, Appoints Michael Breath Chief Financial Officer
NEW YORK--(BUSINESS WIRE)--Wentworth Management Services, LLC (“Wentworth”), a holding company that specializes in acquiring independent broker-dealers and insurance agencies, announced today the addition of finance industry veteran Michael Breath. Breath comes to Wentworth from SunTrust Bank to serve as Chief Financial Officer (CFO) of the holding company effective September 17, 2018. “We are thrilled Michael is joining Wentworth’s growing family. His executive leadership and expertise in fina
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Frequently Asked Questions Regarding Wentworth Management Services
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Wentworth Management Services LLC ("Wentworth") is a holding company that acquires and manages businesses in the wealth management industry. The company specializes in consolidating independent broker-dealers to capture economies of scale needed to service financial advisors in today's technology-enabled regulatory environment. Wentworth's core phi... Read More
