Clute Wealth Management
Financial Services • 
Plattsburgh Town, New York, United States • 1-10 Employees
Company overview
| Headquarters | 152 Tom Miller Road, Plattsburgh, NY 12901, US |
| Phone number | +18775615707 |
| Website | |
| NAICS | 52 |
| SIC | 874 |
| Keywords | Retirement Planning, Financial Planning, Estate Planning, ESG, Charitable Giving, Fee-Based Asset Management, Objective Investment Advice, Family Wealth Transfers |
| Founded | 1984 |
| Employees | 1-10 |
| Socials |
Key Contact at Clute Wealth Management
Heidi G. Clute
Founder
Clute Wealth Management Email Formats
Clute Wealth Management uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@clutewealthmanagement.com), used 83.3% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@clutewealthmanagement.com | 83.3% |
{first name}{last name} | johndoe@clutewealthmanagement.com | 16.7% |
About Clute Wealth Management
Clute Wealth Management is a firm whose independent advisors provide strategic financial and investment planning for individuals and small businesses in the Champlain Valley region of New York and Vermont. Clute Wealth Management helps women in transition and their loved ones who find need to manage and face new life challenges. Everyone’s needs and plans are different; Clute Wealth Management focuses on developing a unique plan tailored to fit each client’s goals. Owners Christina Ubl CDFA®, Adam Robert APMA®, and founder Heidi Clute are CERTIFIED FINANCIAL PLANNER™ professionals who head up a dedicated and experienced team. For a list of states in which we are registered to do business, please visit www.clutewealthmanagement.com. Financial planning, securities, and advisory services offered through LPL Financial, a registered investment advisor, Member SIPC www.sipc.org. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
Clute Wealth Management revenue & valuation
| Annual revenue | $513,330 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,700,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Clute Wealth Management has 3 employees across 3 departments.
Departments
Number of employees
Funding Data
Clute Wealth Management has never raised funding before.
Clute Wealth Management Tech Stack
Discover the technologies and tools that power Clute Wealth Management's digital infrastructure, from frameworks to analytics platforms.
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Miscellaneous
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Miscellaneous
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United Kingdom
France
Canada
Spain
India
Frequently asked questions
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