What departments does Levanti Wealth have?

Levanti Wealth has employees across 7 departments including Finance, Operations, Business Development, Community & Social Services, Business.

What is the largest department at Levanti Wealth?

The largest department at Levanti Wealth is Finance with 7 employees.

Where are Levanti Wealth employees located globally?

Levanti Wealth has employees across 2 continents and 2 countries including United Kingdom Of Great Britain And Northern Ireland, United States Of America.

How has Levanti Wealth's team size changed over time?

Levanti Wealth's team has remained stable from approximately 28 to 28 employees based on available data.

Levanti Wealth Employee Directory

Financial ServicesFlorida, United States11-50 Employees

Levanti Wealth operates in the financial services sector, focusing on helping clients prepare for and preserve wealth across life stages. The firm emphasizes tax efficiency, asset protection, and legacy planning, with a core objective of enabling clients to pursue financial independence and maintain lifestyle through retirement. Its approach centers on client education and tailored wealth management strategies that address estate, personal, charitable, and special needs planning, while offering advisory support for business-related financial needs.

Levanti Wealth Global Highlights

North America
34

United States Of America
34

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Levanti Wealth's Leadership

H. C.
Chief Risk Strategist
Mobile Phone
Email
J. E.
Founder
Mobile Phone
Email
S. E.
Managing Partner/Financial Advisor & Registered Representative
Mobile Phone
Email
F. E.
Financial Services Representative And Vp Of Operations, The Eppy Group
Mobile Phone
Email
J. T.
Investment Director
Mobile Phone
Email
M. N. V.
Director Of Business Development
Mobile Phone
Email
S. S.
Financial Mentor & Director Of Investments
Mobile Phone
Email
N. J.
Community Relations Director
Mobile Phone
Email

Levanti Wealth Employee Metrics

100%

50%

0%

2026

2025

Banking
Community & Social Services
Accounting
Administrative
Analytics
Other

Contact profiles from Levanti Wealth

Name

Title

Contact Info

Location

Last Update

S. E.
Managing Partner/Financial Advisor & Registered Representative
Mobile Phone
Email
United StatesFlorida
Jun 08, 2026
J. E.
Founder
Mobile Phone
Email
Apr 30, 2024
F. E.
Financial Services Representative And Vp Of Operations, The Eppy Group
Mobile Phone
Email
United StatesFlorida
May 26, 2026
H. C.
Chief Risk Strategist
Mobile Phone
Email
United StatesNew York
Apr 23, 2025
J. T.
Investment Director
Mobile Phone
Email
United StatesFlorida
Jun 03, 2026
M. N. V.
Director Of Business Development
Mobile Phone
Email
United StatesFlorida
Feb 19, 2026
S. S.
Financial Mentor & Director Of Investments
Mobile Phone
Email
United StatesFlorida
Oct 16, 2024
N. J.
Community Relations Director
Mobile Phone
Email
United StatesFlorida
Feb 19, 2026
M. E.
Case Manager
Mobile Phone
Email
United StatesFlorida
May 29, 2026
V. H.
Paraplanner & Client Service Manager
Mobile Phone
Email
United StatesNorth Carolina
Oct 18, 2024

Frequently Asked Questions

What is Levanti Wealth known for?

Levanti Wealth was founded in 1993 operates in the Financial Services industry. The company's main headquarters is located in 501 East Las Olas Boulevard 325 Fort Lauderdale, Florida United States. Explore Levanti Wealth's company overview page for more information.

What is Levanti Wealth's most common email format?

Levanti Wealth employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Levanti Wealth email formats with LeadIQ.

How many employees does Levanti Wealth have currently?

Levanti Wealth has approximately 22 employees as of June 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Levanti Wealth's key employees and leadership?

As of June 2026, Levanti Wealth's key employees include:

Chief Risk Strategist: H. C.
Founder: J. E.
Managing Partner/Financial Advisor & Registered Representative: S. E.
Financial Services Representative And Vp Of Operations, The Eppy Group: F. E.
Investment Director: J. T.

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Levanti Wealth Employee Directory

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