Avanti Wealth Management Revenue
Financial Services • 
Longwood, Florida, United States • 1-10 Employees
Avanti Wealth Management revenue & valuation
| Annual revenue | $13,400,000 |
| Revenue per employee | $4,449,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $42,800,000 |
| Total funding | No funding |
Key Contact at Avanti Wealth Management
Joseph Bilello
Founder, Chartered Financial Consultant, Certified Financial Fiduciary
Company overview
| Headquarters | 110 Crown Oak Centre Drive, Longwood, FL 32750, US |
| Phone number | +14073310875 |
| Website | |
| NAICS | 52 |
| SIC | 874 |
| Keywords | Investments, Tax Planning, Registered Investment Advisor, Disability Insurance, Business Succession, Life Insurance, Retirement Income, Fiduciary, Tax & Accounting, Financial Planning, Long Term Care Insurance, Estate Planning, Retirement Plans, Term Insurance, Income Tax, Retirement & Income Planning, Cash-Flow & Tax Saving Strategies, Financial Goal & Lifestyle Planning, Purposeful Estate & Charitable Planning |
| Founded | 1987 |
| Employees | 1-10 |
| Socials |
Avanti Wealth Management Email Formats
Avanti Wealth Management uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@avantiwealth.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@avantiwealth.com | 100% |
About Avanti Wealth Management
At Avanti Wealth Management, we want to welcome our clients and grow with them as we help them organize, prioritize, and strategize towards a successful financial future. Our team gives personalized financial advice and a comprehensive plan that we’ll adjust over time according to your needs. For more than 35 years, our founder Joseph Bilello has guided busy entrepreneurs, professionals, and other high achievers toward financial success. No matter what you need, be it investment strategies, financial planning for retirement, tax management, business consulting, or estate planning, our Avanti Wealth Management family supports you at every turn. Our holistic planning process focuses on optimizing your income, reducing tax liabilities, and safeguarding your assets, all while helping enable you to achieve your long-term financial goals with confidence. We prioritize building meaningful relationships with our clients, ensuring that your unique aspirations are always at the forefront of our strategies. Visit https://www.avantiwealth.com/ to explore our tailored wealth management solutions and discover how our dedicated team can help you secure a prosperous financial future. * Avanti Wealth Management, LLC - Registered Investment Advisor. Securities are offered through G.A.Repple & Company, Registered Broker-Dealer, Registered Investment Advisor, Member FINRA & SIPC. Home Office: 101 Normandy Rd, Casselberry FL 32707 407.339.9090
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Avanti Wealth Management has never raised funding before.
Avanti Wealth Management Tech Stack
Discover the technologies and tools that power Avanti Wealth Management's digital infrastructure, from frameworks to analytics platforms.
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Frequently asked questions
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