Lansdowne Wealth Management Revenue

Investment Management • Mystic, Connecticut, United States • 1-10 Employees

Lansdowne Wealth Management revenue & valuation

Annual revenue	$25,700,000
Revenue per employee	$8,563,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$82,200,000
Total funding	No funding

Key Contact at Lansdowne Wealth Management

Robert Henderson

President, CERTIFIED FINANCIAL PLANNER™ professional

Company overview

Headquarters	34 Water Street, Mystic, CT 06355, US
Phone number	+18602455078
Website	lwmwealth.com
NAICS	5231
SIC	736
Keywords	Wealth Management, Retirement Planning, Financial Planning, Investment Management, Divorce Planning, 401K
Founded	2010
Employees	1-10
Socials

About Lansdowne Wealth Management

Lansdowne Wealth Management, LLC (“LWM”) is an independent financial planning firm based in Mystic, Connecticut that offers financial retirement strategies backed by education, knowledge, and experience that are supported by proven industry research. Our clients depend on us to provide personalized, thoughtful service and advice. As a fee-only Registered Investment Advisor, we present you with objective, independent guidance for achieving your goals. Successful individuals and families in southeastern Connecticut, Rhode Island and throughout the United States rely on us to guide the way so they can be confident in their futures. Our goal is to provide our clients with the most complete Asset and Wealth Management services available. From the very beginning, our objective is to provide individual investors with the same level of sophisticated management as institutional investors. We are proud to say that the services our clients receive rival that of large institutions. In addition to providing portfolio management services, we also provide our clients with the opportunity to access our comprehensive Financial Planning, Wealth Management, and Divorce Planning services.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Vice President

Funding Data

Lansdowne Wealth Management has never raised funding before.

Lansdowne Wealth Management Tech Stack

Discover the technologies and tools that power Lansdowne Wealth Management's digital infrastructure, from frameworks to analytics platforms.

Google Hosted Libraries

CDN

Amazon Web Services

PaaS

AMP

JavaScript frameworks

reCAPTCHA

Security

jQuery

JavaScript libraries

Google Tag Manager

Tag managers

Node.js

Programming languages

Google AdSense

Advertising

Open Graph

Miscellaneous

Font Awesome

Font scripts

Facebook Pixel

Analytics

core-js

JavaScript libraries

Frequently asked questions

Lansdowne Wealth Management is located in Mystic, Connecticut, US.

You can reach Lansdowne Wealth Management at +18602455078.

Lansdowne Wealth Management generates an estimated annual revenue of $25,686,169. This revenue figure reflects the company's market position and business performance in its industry.

Lansdowne Wealth Management has an estimated valuation of $82,200,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Lansdowne Wealth Management was founded in 2010, making it 16 years old. The company has established itself as a significant player in its industry over this time.

Lansdowne Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Lansdowne Wealth Management

Robert Henderson

President, CERTIFIED FINANCIAL PLANNER™ professional

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