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Wealth Protection Management
Wealth Protection Management is an SEC-registered investment adviser with approximately $13 million in regulatory assets under management.
Wealth Protection Management
Wealth Protection Management is an SEC-registered investment adviser with approximately $13 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a small team.
General information
Firm type
Single Family Office
Year founded
1949
AUM
Undisclosed
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, NY, United States
Principals
Joseph LaMotta
Founder
Sector focus
Frequently asked questions
What is Wealth Protection Management?
Wealth Protection Management is a single family office headquartered in New York, United States.
When was Wealth Protection Management founded?
Wealth Protection Management was founded in 1949.
Where is Wealth Protection Management headquartered?
Wealth Protection Management is headquartered in New York, United States, in the North America region.
What is Wealth Protection Management's assets under management?
Wealth Protection Management reports approximately Undisclosed in assets under management, as tracked by Altss.
What does Altss track for Wealth Protection Management?
Altss maintains an OSINT-verified profile of Wealth Protection Management covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What type of firm is Wealth Protection Management?
Wealth Protection Management is classified by Altss as a Single Family Office, operating from United States within the North America region.
How does Altss source intelligence on Wealth Protection Management?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
When was Wealth Protection Management's Altss profile last updated?
Wealth Protection Management's profile on Altss was last refreshed on June 3, 2026. Continuous updates are applied as new public information is verified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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