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VerifiedFinancial Services· Founded 2000

Longwise Wealth Partners

Longwise Wealth Partners is a nationally recognized wealth management firm helping high net worth clients protect and prosper via an integrated planning approach to managing multi-generational clients with a multi-generational team.

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HeadquartersLakewood, United StatesEmployees16(11 to 50)Founded year2000Websitelongwisewealthpartners.nm.comLinkedIn profileLinkedIn

Verified contacts

15

available on Kipplo

LinkedIn employees

16

11 to 50 range

Open roles

—

no listings

Distinct roles

9

indexed titles

Tech stack

0

tools in use

Monthly traffic

—

organic / mo

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Showing 9 of 15 verified contacts

Top roles at Longwise Wealth Partners

9 distinct titles indexed · top 9 shown.

  • 4private wealth service advisor
  • 2private wealth advisor
  • 1administrative assistant
  • 1director of operations
  • 1executive assistant
  • 1office manager
  • 1partner and private wealth advisor
  • 1partner, private wealth advisor
  • 1private wealth advisor, head of planning & investments

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