Conte Wealth Advisors Revenue
Financial Services • 
Camp Hill, Pennsylvania, United States • 21-50 Employees
Conte Wealth Advisors revenue & valuation
| Annual revenue | $15,600,000 |
| Revenue per employee | $556,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $49,800,000 |
| Total funding | No funding |
Key Contact at Conte Wealth Advisors
Joe Henriques
Managing Director, Wealth Strategies
Company overview
| Headquarters | 2009 Market Street, Camp Hill, PA 17011, US |
| Phone number | +12397853811 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Investment Planning, Employee Benefits, Wealth Management, Education Planning, Retirement Planning, Business Planning, Financial Planning, Estate Planning, Portfolio Growth, Multigenerational Planning, Personal And Asset Protection |
| Founded | 2009 |
| Employees | 21-50 |
| Socials |
Conte Wealth Advisors Email Formats
Conte Wealth Advisors uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@contewealth.com), used 86.2% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@contewealth.com | 86.2% |
{first name}{last name} | johndoe@contewealth.com | 13.8% |
About Conte Wealth Advisors
Conte Wealth Advisors, LLC (CWA) provides innovative and comprehensive planning strategies and wealth management through its team of independent, knowledgeable professionals. We empower our clients to affect positive and lasting change in their financial, professional, and personal lives. With over 150 years of collective experience, we are proud to be a third-generation firm servicing our clients, their children, and grandchildren. Whether it’s providing a company with a second opinion for their 401(k) plan, providing investment support for their employees, working with the self-employed, or advising the independently wealthy, CWA works as a team to ensure that no opportunity to enhance a client's financial situation is missed. As independent advisors, CWA uses its network of individual investment firms and insurance companies to the greatest benefit of the client. Investment, insurance, and planning strategies are continually revisited and re-evaluated to provide the most suitable and cost-effective plans for our clients. Our mission is to provide you with guidance that can help you understand and better define your financial goals…At CWA, we aim to be What You Need to Feel Secure. Registered Representative Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Conte Wealth Advisors are not affiliated. Important disclosures can be found here: https://www.contewealth.com/disclosures/
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Conte Wealth Advisors has 19 employees across 6 departments.
Departments
Number of employees
Funding Data
Conte Wealth Advisors has never raised funding before.
Conte Wealth Advisors Tech Stack
Discover the technologies and tools that power Conte Wealth Advisors's digital infrastructure, from frameworks to analytics platforms.
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Performance
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Saudi Arabia
South Africa
China
Netherlands
Italy
Frequently asked questions
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