Prospeo
Hero Section BackgroundHero Section Background
Limestone Wealth

Limestone Wealth

Financial ServicesFlag of USSan Antonio, Texas, United States1-10 Employees

Company overview

Headquarters15834 Cotton Tail Ln, San Antonio, Texas 78255, US
Websites
NAICS52
SIC628
Keywords
Disability Insurance, Life, Health Insurance, Financial Planning, LTC, Fee-Based Asset Management
Founded2011
Employees1-10

Key Contact at Limestone Wealth

Flag of US

Dennis E. Stephen

President/Wealth Advisor

About Limestone Wealth

Limestone Wealth, LLC was founded as a comprehensive financial services and insurance firm located in San Antonio, Texas. Our philosophy is to provide our clients with both personal and professional service. We offer Investment Advisory Services through LPL Financial, Retirement and Estate Planning, Life, Health, Disability, and Long Term Care Insurances as well as a full range of Employee Benefit Plans. Our mission is to create and maintain wealth for our clients through long term effective asset management. We will build client relationships based on trust, professional advice, communication and service. We will assist our clients in setting financial goals, monitoring these goals and keeping them informed of the process and pursuit of these goals. Our success is based upon our commitment to our clients. We have invested heavily in our business to provide our clients with an intensely personalized asset analysis, allocation, and investment service. It is for these reasons that Limestone Wealth, LLC is so highly regarded. The LPL Financial representatives associated with this site may discuss and/or transact securities business only with residents of the following states: TX Securities, Asset Management, 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.

$

Limestone Wealth revenue & valuation

Annual revenue$85,555
Revenue per employee$86,000
Estimated valuation?$273,776
Total fundingNo funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Vice President

Funding Data

Limestone Wealth has never raised funding before.

Frequently asked questions

Limestone Wealth is located in San Antonio, Texas, US.
Limestone Wealth was founded in 2011, making it 15 years old. The company has established itself as a significant player in its industry over this time.
Limestone Wealth has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

Build leads list with verified emails & mobiles