Valenti Wealth Management Revenue
Financial Services • 
Farmington, Connecticut, United States • 1-10 Employees
Valenti Wealth Management revenue & valuation
| Annual revenue | $10,900,000 |
| Revenue per employee | $2,170,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $34,800,000 |
| Total funding | No funding |
Key Contact at Valenti Wealth Management
Joan Valenti
Founder, Valenti Wealth Management; Senior Financial Consultant, LPL Financial
Company overview
| Headquarters | 3 FOREST PARK DRIVE, FARMINGTON, Connecticut 06032, US |
| Phone number | +18606777790 |
| Websites | |
| NAICS | 52 |
| SIC | 874 |
| Founded | 1982 |
| Employees | 1-10 |
| Socials |
Valenti Wealth Management Email Formats
Valenti Wealth Management uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@valentiwealthmanagement.com), used 66.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@valentiwealthmanagement.com | 66.7% |
{first name}.{last name} | john.doe@valentiwealthmanagement.com | 33.3% |
About Valenti Wealth Management
Valenti Wealth Management is a financial services company based out of 3 Forest Park Drive, in Farmington, Connecticut. Our Financial Consultants deliver customized services that address your unique, comprehensive financial needs. To accomplish this, we incorporate a total wealth management approach that features: WealthVision℠ Fee-Based Personal Financial Planning Asset Management Retirement Planning Tax Strategies Risk Management Solutions Long-Term Care Education Planning Estate Planning Legacy Planning and Charitable Giving At Valenti Wealth Management we understand that managing wealth can be complex and time-consuming. We help simplify the demands that accompany affluence — providing you with a clear, confident path to follow as you pursue your goals. By incorporating retirement and estate planning, tax strategies, and risk management, we help you pursue the specific milestones we establish together to keep your short and long-term goals on track. This enables you to devote more time to the family, business, and personal endeavors you enjoy. 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. The financial professionals associated with LPL Financial 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. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member SIPC (www.sipc.org).
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Valenti Wealth Management has never raised funding before.
Valenti Wealth Management Tech Stack
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Frequently asked questions
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