About Constellation Wealth Advisors
Constellation Wealth Advisors is an Investment Management company, headquartered in Cincinnati, with 51 - 200 employees and annual revenue of $5M - $20M.
What We Stand For: Constellation was created to better serve clients by better serving their advisors. We are disrupting the traditional business model and culture of the wealth management industry. We are fiercely committed to striking the optimal balance between professional values and business va...
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Constellation Wealth Advisors Company Highlights
Phone Number
(513) 871-xxxx
Corporate Office Address
255 East 5th Street
Cincinnati, 45202
Website
Industries Served
Investment ManagementNumber of Employees
51 - 200 Employees
Company Revenue
$5M - $20M
Constellation Wealth Advisors Org
Constellation Wealth Advisors has 6 VP, 1 Director, 5 Manager, 1 Senior, and 17 Other employees.
Constellation Wealth Advisors Decision Makers
- CEOPatrick Lafley
- CFOJames Taylor
Constellation Wealth Advisors's Tech Stack
Frequently Asked Questions About
Constellation Wealth Advisors
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Who is the CEO of Constellation Wealth Advisors?
The CEO of Constellation Wealth Advisors is Patrick Lafley. See full contact details ›
Who is the CFO of Constellation Wealth Advisors?
The CFO of Constellation Wealth Advisors is James Taylor. See full contact details ›
How many senior employees does Constellation Wealth Advisors have?
Constellation Wealth Advisors has 13 senior employees that are typically used for decision making.
Who are the key decision makers at Constellation Wealth Advisors?
Key decision makers at Constellation Wealth Advisors include Patrick Lafley (CEO) and James Taylor (CFO). See full contact details ›
What technologies does Constellation Wealth Advisors use?
Constellation Wealth Advisors uses technologies including Adobe, Animate.css, and Breadcrumb.
How do I contact Constellation Wealth Advisors?
To contact Constellation Wealth Advisors, visit constellation-wealth.com.
What companies are similar to Constellation Wealth Advisors?
Companies similar to Constellation Wealth Advisors include AllianceBernstein, Binary Trade Group, and Hedonova.
Where is Constellation Wealth Advisors headquartered?
Constellation Wealth Advisors is headquartered at 255 East 5th Street, Cincinnati.
What is the main phone number for Constellation Wealth Advisors?
The main phone number for Constellation Wealth Advisors is (513) 871-xxxx.
What is the official website for Constellation Wealth Advisors?
The official website for Constellation Wealth Advisors is constellation-wealth.com.
What is the annual revenue of Constellation Wealth Advisors?
The annual revenue of Constellation Wealth Advisors is $5M - $20M.
How many employees does Constellation Wealth Advisors have?
Constellation Wealth Advisors has 51 - 200 employees.
What industry is Constellation Wealth Advisors in?
Constellation Wealth Advisors is in the Investment Management industry.
Last updated: June 19, 2025