Arboretum Wealth & Trust Management
Financial Services • 
Lisle, Illinois, United States • 1-10 Employees
Company overview
| Headquarters | 801 Warrenville Road, Suite 500, Lisle, IL 60532, US |
| Phone number | +13317030721 |
| Website | |
| NAICS | 52 |
| SIC | 673 |
| Keywords | Wealth Management, Estate Planning, Estate & Trust Planning And Administration, Guardianships & Special Needs Trusts, Independent Investment Expertise, Insitutional & Personal Custodian |
| Founded | 1989 |
| Employees | 1-10 |
| Socials |
Key Contact at Arboretum Wealth & Trust Management
Lisa Cathcart
Senior Vice President, Managing Director
Arboretum Wealth & Trust Management Email Formats
Arboretum Wealth & Trust Management uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@awtm.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@awtm.com | 100% |
About Arboretum Wealth & Trust Management
As a full-service, independent trust company, we focus our efforts on direct personal customer service and attention. Our local, boutique firm combines the benefits of a team of exceptionally credentialed investment professionals with a team of career-long, dedicated trust professionals to provide our clients the best of both worlds. This allows us to focus on those we serve in ways large institutions cannot. No call centers. No recorded responses. No outrageously high asset minimums. Just solid, reasoned and personalized care for you and yours throughout your lifetime and beyond.
Arboretum Wealth & Trust Management revenue & valuation
| Annual revenue | $684,440 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,200,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Arboretum Wealth & Trust Management has 3 employees across 2 departments.
Departments
Number of employees
Funding Data
Arboretum Wealth & Trust Management has never raised funding before.
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Frequently asked questions
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