Focused Wealth Management
Focused Wealth Management

Focused Wealth Management Management Team

Contact top employees from Focused Wealth Management

Summary

Focused Wealth Management is a private company. The company currently specializes in the Financial Services area. Its headquarters is located at Highland, New York, USA. The number of employees ranges from 25 to 100. The annual revenue of Focused Wealth Management varies between 100K and 5.0M. To connect with Focused Wealth Management employee register on SignalHire.

Industries

Financial Services

Headquarters Location

Employees Size

10-50 employees

Specialties

Financial Planning, Investing, Market Analysis, 401k, 403b, Retirment Planning, Wealth Accumulation, Trusts, Asset Protection, Wealth Transfer, Family Foundations, Asset Management, Investment Advice, 457 Plans, Contingency Funds, Public and Private Endowments, Institutions, Not-for-Profits, Advisory Firm, Registered Investment Advisor

SIC Code

6189, 6282, 6199

DMA Code

New York Metropolitan Area

Founded

1994

Estimated Annual Revenue

$100K - 5.0M

Operating Status

Independent Company

Contact Focused Wealth Management

Organization Website

Social Links

twitterfacebook

Phone Number

(845) 691-4035

Employees Turnover 3 quarter 2025

Number of employees switched from or switched to
arrow
Total number all of employee turnover
Current employees switched from
Ex-employees switched to
Number of employees by department
arrow
Total number all of employee turnover
Length of Employment
arrow
Employee tenure at Focused Wealth Management shows a diverse range of experience levels:
6% have been with the company for less than 1 year11% for 1–2 years11% for 3–4 years22% for 5–7 years22% for 8–10 years28% have over 11 years of service at Focused Wealth Management
Ex-employees positions
In Company
In New Company
Contact top employees from Focused Wealth Management
Anthony DiCapua
Vice President of Wealth Management
View
Philip DeAngelo
Managing Director
View
Charles Yarnold
Managing Director of Retirement Plan Services
View
Zachary Manheim
Chief Compliance Officer
View
Maria Manrique
Retirement Plan Service Associate
View
Alexandra Gannon
Operations Manager
View
Jacob Brett
Senior Vice President of Advisory Services
View
Ryan Swanson
Vice President of Retirement Plan Services
View
Matthew Wyant II
Investment Associate
View
Jacob Friedman
Investment Associate
View
Justin Brownell
Client Service Associate
View
Patrick Shea
Retirement Plan Service Associate
View
Rebecca Diesing
Human Resources Director
View
John Del Bene III
Client Service Associate
View
Clarissa Hill
Senior Intern
View
Justin Ely
Summer Intern
View
Trevor Zamudio
Client Service Associate
View

FAQ

Focused Wealth Management operates in the Financial Services industries. More details can be found on the official website: focusedwealthmgmt.com.
The headquarters of Focused Wealth Management are located in Newburgh, United States.
You can contact Focused Wealth Management by phone at (845) 691-4035.
Focused Wealth Management currently employs 10-50 people.
Focused Wealth Management's revenue is approximately 1.8M.
BACK TO TOP