What departments does Prentice Wealth Management, LLC have?

Prentice Wealth Management, LLC has employees across 1 departments including Customer Success.

What is the largest department at Prentice Wealth Management, LLC?

The largest department at Prentice Wealth Management, LLC is Customer Success with 1 employees.

Where are Prentice Wealth Management, LLC employees located globally?

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

How has Prentice Wealth Management, LLC's team size changed over time?

Prentice Wealth Management, LLC's team has grown from approximately 10 to 11 employees based on available data.

Prentice Wealth Management, LLC Employee Directory

Financial ServicesNew York, United States2-10 Employees

Prentice Wealth Management, LLC operates in the financial services sector, providing wealth management and financial planning services aimed at helping clients reach their goals. The team emphasizes adherence to a formal planning process and draws on more than a century of combined experience to address a wide range of financial issues. By keeping a small, select adviser group, the firm aims to deliver a highly engaged, personalized service tailored to each client. Based in Rochester, New York, the firm offers securities through LPL Financial and provides advisory services as an SEC-registered investment adviser. It operates as a separate entity from LPL Financial, reflecting a defined partnership for product delivery while maintaining its own advisory framework. In July 2020, the firm announced the addition of Timothy Olsen as a wealth planner, indicating ongoing team expansion to enhance client service.

Prentice Wealth Management, LLC Global Highlights

North America
18

United States Of America
18

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Prentice Wealth Management, LLC's Leadership

S. T.
Partner
Mobile Phone
Email
K. P. F. W.
Client Services
Mobile Phone
Email

Prentice Wealth Management, LLC Employee Metrics

100%

50%

0%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other
Branding

Contact profiles from Prentice Wealth Management, LLC

Name

Title

Contact

Location

Last Update

S. T.
Partner
Mobile Phone
Email
Jul 22, 2026
K. P. F. W.
Client Services
Mobile Phone
Email
Oct 23, 2024

Frequently Asked Questions

What is Prentice Wealth Management, LLC known for?

Prentice Wealth Management, LLC was founded in 2008 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-585-218-****

. Explore Prentice Wealth Management, LLC's company overview page for more information.

What is Prentice Wealth Management, LLC's most common email format?

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

How many employees does Prentice Wealth Management, LLC have currently?

Prentice Wealth Management, LLC has approximately 10 employees as of July 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Prentice Wealth Management, LLC's key employees and leadership?

As of July 2026, Prentice Wealth Management, LLC's key employees include:

Partner: S. T.
Client Services: K. P. F. W.

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Prentice Wealth Management, LLC Employee Directory

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