Brenton Point Wealth Advisors

Finance · New York, United States · 11-50 Employees

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Overview

Headquarters

900 3rd Ave Fl 31, New York, New York, 1...

Phone Number

(203) 318-9310

Revenue

$5.1 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
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ZI Rank
1
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About Brenton Point Wealth Advisors

Brenton Point Wealth Advisors is an independent investment advisory firm located in New York and Connecticut, specializing in tailored investment solutions. They offer a range of services including investment advisory, financial and estate planning, and family office services, catering to private investors, families, and nonprofits. With over 30 years of experience, the firm combines institutional investment management expertise with personalized wealth advisory. Their approach enables access to strategies traditionally reserved for institutional clients, ensuring customized financial planning to achieve long-term investment goals.Explore more
Brenton Point Wealth Advisors's Social MediaPopular SearchesBrenton Point Wealth Advisors LLCBrenton PointBrenton Point Wealth AdvisorsBrenton Point Financial LLCBrenton Point LLCSIC Code 62,628NAICS Code 52,523Show more

Brenton Point Wealth Advisors Org Chart

KC
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Chief Executive Officer

PhoneEmail
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Chief Compliance Officer & General Counsel

PhoneEmail

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Brenton Point Wealth Advi...

$5.1M
11-50
Private
-
2017
$36M
1-10
Private
-
2013
LW
Lori WedlakeFounder & Managing Director
$6.3M
11-50
Private
-
1990
SM
Simone MeeksChief Financial Officer
<$5M
1-10
Private
-
2000
JT
Jennifer ThigpenChief Compliance Officer & Senior Client Associate
<$5M
11-50
Private
-
1962
N/A
<$5M
1-10
Private
-
2004
CS
Colbie StephensClient Service Associate
<$5M
1-10
Private
-
2016
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Brenton Point Wealth Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Brenton Point Wealth Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Brenton Point Wealth Advisors.

Brenton Point Wealth Advisors Tech Stack

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Brenton Point Wealth Advisors News & Media

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Frequently Asked Questions Regarding Brenton Point Wealth Advisors

What is Brenton Point Wealth Advisors's official website?
Brenton Point Wealth Advisors's official website is www.brentonpoint.com
What is Brenton Point Wealth Advisors's Revenue?
Brenton Point Wealth Advisors's revenue is $5.1 Million
What is Brenton Point Wealth Advisors's SIC code?
Brenton Point Wealth Advisors's SIC: 62,628
What is Brenton Point Wealth Advisors's NAICS code?
Brenton Point Wealth Advisors's NAICS: 52,523
How many employees does Brenton Point Wealth Advisors have?
Brenton Point Wealth Advisors has 11-50 employees
What industry does Brenton Point Wealth Advisors belong to?
Brenton Point Wealth Advisors is in the industry of: Finance, Securities Trading
What is Brenton Point Wealth Advisors competition?
Brenton Point Wealth Advisors top competitors include: MoonDance Investment Advisors, LLC, The Normann Financial Group, Trusco, Edgewater Investment Group
What technology does Brenton Point Wealth Advisors use?
Some of the popular technologies that Brenton Point Wealth Advisors uses are: WordPress.org, PHP, Google Cloud Web Serving, AddToAny
How do I contact Brenton Point Wealth Advisors?
Brenton Point Wealth Advisors contact info: Phone number: (203) 318-9310 Website: www.brentonpoint.com
What does Brenton Point Wealth Advisors do?

Brenton Point Wealth Advisors is an independent investment advisory firm located in New York and Connecticut, specializing in tailored investment solutions. They offer a range of services including investment advisory, financial and estate planning, and family office services, catering to private investors, families, and nonprofits. With over 30 ye... ars of experience, the firm combines institutional investment management expertise with personalized wealth advisory. Their approach enables access to strategies traditionally reserved for institutional clients, ensuring customized financial planning to achieve long-term investment goals.Read More

What are Brenton Point Wealth Advisors social media links?
Brenton Point Wealth Advisors Linkedin page
Is Brenton Point Wealth Advisors a public company?
Brenton Point Wealth Advisors is private company therefore does not currently have an official ticker symbol
See more information about Brenton Point Wealth Advisors

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