Alternative Wealth Management

Financial Services • Hartford, Connecticut, United States • 1-10 Employees

Company overview

Headquarters	Hartford, Connecticut, United States
Website	alternativewm.com
NAICS	52
Founded	2009
Employees	1-10
Socials

Key Contact at Alternative Wealth Management

Todd Lofgren

Director

Alternative Wealth Management Email Formats

Alternative Wealth Management uses 1 email format. The most common is {first name}{last name} (e.g., johndoe@alternativewm.com), used 100% of the time.

Format	Example	Percentage
{first name}{last name}	johndoe@alternativewm.com	100%

About Alternative Wealth Management

AWM Directors partner with financial, accounting, legal and other professionals to act as outsourced consultants for the design and implementation of innovative tax advantaged programs and strategies. Within our three core categories of Capital Transition Strategies, Income Tax Mitigation and Tax Credits, we provide a diverse selection of programs, which offer the potential for deferral, reduction, or elimination of tax. An extensive inventory of Delaware Statutory Trusts (DSTs) can help real estate owners transition from active owner to passive investor of fractionally owned properties, while providing opportunities to meet objectives such as enhanced diversification, liquidity, and legacy planning. Securities offered through Patrick Capital Markets, LLC, Member FINRA/SIPC.

Alternative Wealth Management revenue & valuation

Annual revenue	$427,775
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,400,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Funding Data

Alternative Wealth Management has never raised funding before.

Alternative Wealth Management Tech Stack

Discover the technologies and tools that power Alternative Wealth Management's digital infrastructure, from frameworks to analytics platforms.

Lodash

JavaScript libraries

Sentry

Issue trackers

Sirvoy

Appointment scheduling

Wix

Blogs

HTTP/3

Miscellaneous

HSTS

Security

Open Graph

Miscellaneous

React

JavaScript frameworks

Google Cloud

IaaS

Google Cloud CDN

CDN

Priority Hints

Performance

Wix eCommerce

Ecommerce

Frequently asked questions

Alternative Wealth Management is located in Hartford, Connecticut, US.

Alternative Wealth Management was founded in 2009, making it 17 years old. The company has established itself as a significant player in its industry over this time.

Alternative Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Alternative Wealth Management

Todd Lofgren

Director

4.8

40,000 users