Landsberg Bennett Private Wealth Management
Financial Services • 
Punta Gorda, Florida, United States • 11-20 Employees
Company overview
| Headquarters | 252 W Marion Ave, Punta Gorda, Florida 33950, US |
| Phone number | +19413918000 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Risk Management, Private Wealth Management, Retirement Planning, Fiduciary, Portfolio Managment, Investment Guidance, Certified Financial Planner, Fee Only Advice |
| Founded | 2012 |
| Employees | 11-20 |
| Socials |
Key Contacts at Landsberg Bennett Private Wealth Management
Michael W. Landsberg
Principal, Chief Executive Officer, & Chief Investment Officer
Lauren Voorhees
Director Of Operations
Landsberg Bennett Private Wealth Management Email Formats
Landsberg Bennett Private Wealth Management uses 3 email formats. The most common is {first name}.{last name} (e.g., john.doe@landsbergbennett.com), used 53.8% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name} | john.doe@landsbergbennett.com | 53.8% |
{first initial}.{last name} | j.doe@landsbergbennett.com | 38.5% |
{first initial} | j@landsbergbennett.com | 7.7% |
About Landsberg Bennett Private Wealth Management
At Landsberg Bennett Private Wealth Management, we are more than just a financial services company. We are your trusted partner, committed to guiding your journey toward financial stability and prosperity. Our approach to wealth management is grounded in three core principles: fee-only, fiduciary, and independent-minded. Operating on a fee-only basis reinforces our commitment to transparency and honesty. We don't earn commissions from selling financial products. Instead, our compensation comes solely from the fees our clients pay, which means our advice is to use sophisticated strategies to help maximize and center solely on what's best for you. As a fiduciary, we are duty-bound to put your interests above all else. Every piece of advice we give, and every strategy we implement, is made with your best interests in mind. We're here to make your financial goals a reality, and as your fiduciary, we're dedicated to making decisions that help you get there. We do not sell a product or receive commissions, allowing us to provide independent-minded, objective advice. We believe that your success and our success will be measured in our continuing commitment to character. Our team's knowledge spans investments, retirement planning, asset management, and tax services. We dig deep into your financial landscape, using sophisticated strategies to help maximize your assets and minimize your tax liability. We're not just managing your wealth; we're helping optimize it for your present needs.
Landsberg Bennett Private Wealth Management revenue & valuation
| Annual revenue | $1,112,215 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $3,600,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Landsberg Bennett Private Wealth Management has 2 employees across 2 departments.
Departments
Number of employees
Funding Data
Landsberg Bennett Private Wealth Management has never raised funding before.
Landsberg Bennett Private Wealth Management Tech Stack
Discover the technologies and tools that power Landsberg Bennett Private Wealth Management's digital infrastructure, from frameworks to analytics platforms.
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Development
Australia
Israel
Spain
India
United Kingdom
Frequently asked questions
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