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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.

Find Levanti Wealth employees' phone numbers or email addresses

Levanti Wealth Global Highlights

Location
Employees

North America
31

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  • United States Of America
    31

Europe
1

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  • United Kingdom Of Great Britain And Northern Ireland
    1

Levanti Wealth's Leadership

  • Stylized image of a person
    J. E.
    Founder
  • Stylized image of a person
    C. E.
    Financial Services Representative
  • Stylized image of a person
    I. R.
    Company Secretary

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
Location
Last Update
  • Stylized image of a person
    J. E.
    Founder
    Apr 30, 2024
  • Stylized image of a person
    C. E.
    Financial Services Representative
    Jun 29, 2026
  • Stylized image of a person
    I. R.
    Company Secretary
    UNITED KINGDOMGreater London
    Oct 31, 2023

Frequently Asked Questions

What is Levanti Wealth known for?

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Levanti Wealth was founded in 1993 operates in the Financial Services industry. Explore Levanti Wealth's company overview page for more information.

What is Levanti Wealth's most common email format?

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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?

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

Who are Levanti Wealth's key employees and leadership?

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

  • Founder: J. E.
  • Financial Services Representative: C. E.
  • Company Secretary: I. R.

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