Key facts
- Notable investors include Hightower Advisors.
- Status: Privately Held (backing).
Investors
1- ·The complete investor list — 1 names
- ·Watchlist + deal alerts for Lexington Wealth Management
- ·The full record, as it builds
Funding rounds
No funding rounds for Lexington Wealth Management are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Lexington Wealth Management
Provider of wealth management services intended to offer financial assistance to enterprises. The company provides financial planning, asset allocation and tax-enhanced investment strategies, thus enabling high-net-worth individuals and other clients to make informed decisions regarding their wealth accumulation strategies.
- Sector
- Financial Services
- HQ
- Lexington, MA, United States
- Employees
- 29
- Website
- lexingtonwealth.com/
- Ownership
- Privately Held (backing)
Lexington Wealth Management doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Lexington Wealth Management shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Lexington Wealth Management in its N-PORT filings yet. We sweep new filings monthly.