Winterhalter Wealth Management

Finance · New York, United States · 1-10 Employees

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Overview

Headquarters

240 Red Tail Rd Ste 14, Orchard Park, Ne...

Phone Number

(716) 539-4220

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 2
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
1
1
2

About Winterhalter Wealth Management

Winterhalter Wealth Management is a financial services firm located in Orchard Park, NY, offering investment and insurance products. The company provides a range of services aimed at helping clients manage their wealth and navigate investment risks. Their intended clients include residents of various states in the U.S., with a focus on personalized financial strategies. Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC, ensuring a comprehensive approach to wealth management.Explore more
Winterhalter Wealth Management's Social MediaPopular SearchesWinterhalter Wealth ManagementWinterhalterwealthmanagement ComWells Fargo Clearing Services LLCSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Winterhalter Wealth Manag...

<$5M
1-10
Private
-
2019
N/A
$5.5M
11-50
Private
-
2017
RL
Robert LoPintoPresident Managing Partner Senior PIM Portfolio Manager
<$5M
11-50
Private
<$5M
2012
SS
Stephanie SchankenFinancial Advisor & Chief Human Resources Officer
<$5M
11-50
Private
-
2008
GR
Gregory RussellFinancial Advisor
<$5M
1-10
Private
-
2017
<$5M
1-10
Private
-
2019
BB
Bailey BarteeManaging Director
<$5M
1-10
Private
-
-
TH
Thomas HallManaging Director, Investments
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Winterhalter Wealth Management Tech Stack

A closer look at the technologies used by Winterhalter Wealth Management

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Frequently Asked Questions Regarding Winterhalter Wealth Management

What is Winterhalter Wealth Management's official website?
Winterhalter Wealth Management's official website is www.winterhalterwealthmanagement.com
What is Winterhalter Wealth Management's Revenue?
Winterhalter Wealth Management's revenue is <$5 Million
What is Winterhalter Wealth Management's SIC code?
Winterhalter Wealth Management's SIC: 62,628
What is Winterhalter Wealth Management's NAICS code?
Winterhalter Wealth Management's NAICS: 52,523
How many employees does Winterhalter Wealth Management have?
Winterhalter Wealth Management has 1-10 employees
What industry does Winterhalter Wealth Management belong to?
Winterhalter Wealth Management is in the industry of: Finance, Insurance, Securities Trading
What is Winterhalter Wealth Management competition?
Winterhalter Wealth Management top competitors include: Vine and Branch Capital, Horizon Wealth Management Group, Hunter Wealth Management, Wells Fargo Clearing Services
What technology does Winterhalter Wealth Management use?
Some of the popular technologies that Winterhalter Wealth Management uses are: reCAPTCHA, Cloudflare Website Optimization, Google Tag Manager, Cloudflare Security
How do I contact Winterhalter Wealth Management?
Winterhalter Wealth Management contact info: Phone number: (716) 539-4220 Website: www.winterhalterwealthmanagement.com
What does Winterhalter Wealth Management do?

Winterhalter Wealth Management is a financial services firm located in Orchard Park, NY, offering investment and insurance products. The company provides a range of services aimed at helping clients manage their wealth and navigate investment risks. Their intended clients include residents of various states in the U.S., with a focus on personalized... financial strategies. Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC, ensuring a comprehensive approach to wealth management.Read More

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

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