Lexington Wealth Management Revenue and Competitors
Estimated Revenue & Valuation
- Lexington Wealth Management's estimated annual revenue is currently $6.7M per year.
- Lexington Wealth Management's estimated revenue per employee is $113,100
Employee Data
- Lexington Wealth Management has 59 Employees.
- Lexington Wealth Management grew their employee count by 18% last year.
Lexington Wealth Management's People
| Name | Title | Email/Phone |
|---|---|---|
1 | CEO & Co-Founder | Reveal Email/Phone |
2 | Co-Founder | Reveal Email/Phone |
3 | Director Education | Reveal Email/Phone |
4 | Managing Director | Reveal Email/Phone |
5 | Director, Family Wealth & Estate Planning | Reveal Email/Phone |
6 | Managing Director - Advisor Service | Reveal Email/Phone |
7 | Director Investment Tax Strategy | Reveal Email/Phone |
8 | Senior Wealth Advisor | Reveal Email/Phone |
9 | Wealth Management Advisor | Reveal Email/Phone |
10 | Client Ambassador/Executive Assistant | Reveal Email/Phone |
Lexington Wealth Management Competitors & AlternativesAdd Company
| Competitor Name | Revenue | Number of Employees | Employee Growth | Total Funding | Valuation |
|---|---|---|---|---|---|
#1 | $23390M | 84964 | 6% | N/A | $99.4B |
#2 | $18.1M | 86 | 13% | N/A | N/A |
What Is Lexington Wealth Management?
Lexington Wealth is a boutique, fee-only, conflict free investment advisory firm that provides concierge services to meet your all encompasing needs. Established in 1997, the firm is based in Boston and Manhattan and serves clients with a net worth in the $2 to $50 million range. Our practice has come a long way in a decade, growing under the leadership of co-founders Mike Tucci and Kristine Porcaro into a unique independent advisory firm with a specialized focus on personalized attention and innovative investing. Using a novel approach to relationships and portfolios, we develop a comprehensive understanding of clients' lives and then leverage world-class research, a best-in-class reporting package and forward-thinking investment strategies to protect and nurture client wealth down through generations
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Total Funding
59
Number of Employees
$6.7M
Revenue (est)
18%
Employee Growth %
N/A
Valuation
N/A
Accelerator
Lexington Wealth Management News
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Other Companies in Lexington
| Company Name | Revenue | Number of Employees | Employee Growth | Total Funding |
|---|---|---|---|---|
#1 | $8.5M | 59 | 11% | N/A |
#2 | $6.4M | 59 | 7% | N/A |
#3 | $11.2M | 59 | -9% | N/A |
#4 | $9.6M | 59 | 9% | N/A |
#5 | $5.3M | 59 | -13% | N/A |