US Wealth Management
Financial Services • 
Braintree, Massachusetts, United States • 11-20 Employees
Company overview
| Headquarters | 30 Braintree Hill Office Park, Suite 201, Braintree, Massachusetts 02184, US |
| Phone number | +18886841771 |
| Websites | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Comprehensive Financial Planning, Fixed Insurance, Fee-Based Asset Management And Securities. |
| Founded | 1997 |
| Employees | 11-20 |
| Socials |
Key Contact at US Wealth Management
Joan Napolitano
Human Resources Director
US Wealth Management Email Formats
US Wealth Management uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@uswealthmanagement.com), used 66.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@uswealthmanagement.com | 66.7% |
{first name}{last name} | johndoe@uswealthmanagement.com | 33.3% |
About US Wealth Management
U.S. Wealth Management is an independent network of experienced wealth managers who provide holistic advice and custom-tailored strategies to manage their clients’ financial future. The firms’ mission is to leverage the talents of advisors to advance their practice by providing access to comprehensive resources including asset management* / research, advanced technology, and an expansive product platform. U.S. Wealth Management also offers its wealth managers a culture of trust, support and accessibility, practice management and tailored coaching for growth, competitive payouts, advanced marketing support, and business succession planning to enhance and sustain the long-term growth of their practices. Visit us at www.uswealthmanagement.com. * Asset management offered through U.S. Financial Advisors, a registered investment advisor. Securities offered through LPL Financial, Member SIPC (http://www.sipc.org/). Investment advice offered through U.S. Financial Advisors, a registered investment advisor. U.S. Financial Advisors and U.S. Wealth Management are separate entities from LPL Financial. The financial professionals associated with U.S. Financial Advisors/ U.S. Wealth Management may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third-party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
US Wealth Management revenue & valuation
| Annual revenue | $5,000,000 |
| Revenue per employee | $250,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $16,000,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
US Wealth Management has 10 employees across 4 departments.
Departments
Number of employees
Funding Data
US Wealth Management has never raised funding before.
US Wealth Management Tech Stack
Discover the technologies and tools that power US Wealth Management's digital infrastructure, from frameworks to analytics platforms.
CDN
Miscellaneous
Programming languages
Blogs
Databases
Hosting
Netherlands
United KingdomFrequently asked questions
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