3 wealth management businesses recently registered in Orlando, Florida.
This page lists new wealth management businesses registered in Orlando, Florida. We currently track 3, sourced directly from the Florida Division of Corporations and refreshed daily as new wealth management companies file.
Recent additions include Healey Wealth Management, Hoxton Wealth (Usa), and Triumph Private Wealth. The most recent wealth management filing was on Jun 8, 2026.
Each entry shows the filing date and, where we can verify it, the owner name and contact details. If you sell to wealth management businesses in Orlando, this is one of the freshest prospect lists in the market.
Healey Wealth Management LLC operates as Bull & Bear Wealth Management, offering personalized financial planning and wealth management services. The firm is located in Orlando, Florida, and led by Marcus Healey, as evidenced by the LLC filing and company website.
Hoxton Wealth is a financial services firm offering wealth management and investment advisory services. The website indicates it serves clients in the US, UK, Australia, and South Africa, and is the new home of Hoxton Capital. The firm has a Form ADV filing with the SEC, confirming its registration as an investment advisor.
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Start Your Free Trial ›The LLC is a wealth management firm operated by financial advisor Jonathan Kreidt in Orlando, FL. A professional profile on SmartAdvisorMatch confirms Kreidt's association with Triumph Private Wealth. The firm likely offers personalized financial planning and investment management.