Company Overview
Company Name
Allegiant Wealth Management
Address
61 N Plains Industrial Rd #314, Wallingford, CT, 06492, United States
Website
allegiantwm.comPhone
(203) 626-2225Approx. Annual Revenue
$1.1M
Employees
5
Established
2019
Google Reviews
5.0 (11 reviews)
Google Business Category
Financial planner
About Allegiant Wealth Management
Allegiant Wealth Management is an independent wealth management firm based in Wallingford, Connecticut, that was established in 2019. The company focuses on goals-based financial planning, corporate retirement plans, investment management, risk management, and retirement income planning for families and businesses, with a commitment to operating as a fiduciary financial advisor.
Business Profile
Read from the Allegiant Wealth Management website on Oct 18, 2026. Hover an item to see the exact wording it came from.
Licenses, certifications & awards
- SEC registered investment adviserIndustry certified
- FINRA/SIPC memberAssociation member
About the website
- Footer copyright year
- 2020
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Frequently Asked Questions about Allegiant Wealth Management
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Key Decision Makers
Louis Czerwinski Owner