Green Wealth Management Group
Financial Services • 
Heritage Village, Connecticut, United States • 21-50 Employees
Company overview
| Headquarters | 555 Heritage Road, 2nd Floor West, Southbury, CT 06488, US |
| Phone number | +14755576001 |
| Website | |
| NAICS | 52 |
| Founded | 2021 |
| Employees | 21-50 |
| Socials |
Key Contacts at Green Wealth Management Group
Kelene Skrypek
Managing Director, Senior Wealth Advisor
Opher Shallom
Senior Wealth Advisor - Managing Director
Green Wealth Management Group Email Formats
Green Wealth Management Group uses 2 email formats. The most common is {first name}{last name} (e.g., johndoe@gwmgllc.com), used 69.2% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@gwmgllc.com | 69.2% |
{first initial}{last name} | jdoe@gwmgllc.com | 30.8% |
About Green Wealth Management Group
Green Wealth Management Group was founded in 2021 by Alan Green, CFP®, CPWA®, CPFA, Lori Dossantos, CRPC®, CPFA and Drew Heatley, CFP®, CRPS®, CPFA. As an independent wealth advisory firm, we are dedicated to helping successful individuals , families, and business owners plan for their best financial future. Our highest aspiration is to create a comprehensive and tailored financial strategy for our clients by using accumulated wisdom, detailed analysis, and cutting-edge technology to capitalize on their opportunity ahead. Striving for excellence in all areas, we provide objective advice, customized solutions, and the peace of mind that your financial affairs are being managed by professionals with integrity, experience, and acumen. We are Registered Representatives of Sanctuary Securities Inc. (Member FINRA, SIPC) and Investment Advisor Representatives of Sanctuary Advisors, LLC, an SEC Registered Investment Adviser. The advantages we offer are realized through our in-depth planning process and the synergy of our team members’ differing specialties. We begin each relationship by getting to know each client as a person – and to truly understand their current needs and future ambitions. Please see www.gwmgllc.com for important related disclaimer.
Green Wealth Management Group revenue & valuation
| Annual revenue | $2,053,320 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $6,600,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Green Wealth Management Group has 20 employees across 4 departments.
Departments
Number of employees
Funding Data
Green Wealth Management Group has never raised funding before.
Green Wealth Management Group Tech Stack
Discover the technologies and tools that power Green Wealth Management Group's digital infrastructure, from frameworks to analytics platforms.
CDN
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Miscellaneous
Security
Miscellaneous
Analytics
JavaScript libraries
Australia
Frequently asked questions
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