Company Information

Get to know U.S. Wealth Management

Founded in 2002 by John P. Napolitano, U.S. Wealth Management is an independent financial services firm dedicated to providing personalized wealth management strategies. The firm operates on a philosophy of independence, allowing its advisors to offer objective advice and a wide range of investment products without being tied to proprietary offerings. They provide services including financial planning, investment management, retirement planning, and estate planning, primarily through their affiliation with LPL Financial as their broker-dealer.

Industry

Financial Wealth ManagementPRIMARY
Financial Insurance
Financial Other Service

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U.S. Wealth Management

United States

Founded in

1997 (29 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

Markets.com

(326 reviews)

United States

2008

(18 years)

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.