Cummings Wealth Management Group
Financial Services • 
Mount Pleasant, South Carolina, United States • 11-20 Employees
Company overview
| Headquarters | 1275 Ben Sawyer Blvd, Mount Pleasant, South Carolina 29464, US |
| Phone number | +18438848798 |
| Website | |
| NAICS | 52 |
| SIC | 874 |
| Founded | 1990 |
| Employees | 11-20 |
| Socials |
Key Contacts at Cummings Wealth Management Group
Bobby Cummings
Founder & President
Dallas Brewer
Director Of Retirement Services
Cummings Wealth Management Group Email Formats
Cummings Wealth Management Group uses 2 email formats. The most common is {first name} (e.g., john@cummingswealth.com), used 66.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@cummingswealth.com | 66.7% |
{first initial} | j@cummingswealth.com | 33.3% |
About Cummings Wealth Management Group
Founded in 1990 by our President, Bobby Cummings, CWMG serves both individual wealth management & retirement plan clients. We stand for integrity, professionalism, & controlling the controllable. We believe that advising clients, without first understanding their full financial picture & coordinating necessary planning, is taking a short cut. We firmly believe our clients should never take short cuts with one of the most important pieces of their lives. We are proud to serve as our clients’ advocate. At CWMG, we engage in a no-stone-unturned approach to planning, serving as your financial coach, advisor & quarterback. Our team offers coordination with your team of outside advisors when appropriate (attorneys, CPA, insurance advisor, etc.) so that your complete financial picture is handled with care. Our team is dedicated to serving your unique needs. For retirement plan clients, our focus is to educate employees and take care of the Plan Sponsor. It is our job to deliver a retirement plan that helps plan sponsors demonstrate the true value of the benefit they are offering to their employees. Our team feels fortunate to serve individuals & businesses who want to secure their future & achieve their goals. We strive to provide confidence to busy people who are successful in their own lives & businesses, but who may lack the confidence or the time to fully understand the myriad financial threats & opportunities they need to proactively address. This communication is strictly intended for individuals residing in the states of AL,AZ,GA,FL,IL,IN,MA,MN,NC,NM,NY,OH,SC,&VA. No offers may be made or accepted from any resident outside these states due to various state regulations & registration requirements regarding investment products & services. Securities and advisory services offered through Commonwealth Financial Network, Member www.FINRA.org/www.SIPC.org, a Registered Investment Adviser. Please review our Terms of Use here: www.commonwealth.com/termsofuse.htm
Cummings Wealth Management Group revenue & valuation
| Annual revenue | $1,026,660 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $3,300,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Cummings Wealth Management Group has 6 employees across 3 departments.
Departments
Number of employees
Funding Data
Cummings Wealth Management Group has never raised funding before.
Cummings Wealth Management Group Tech Stack
Discover the technologies and tools that power Cummings Wealth Management Group's digital infrastructure, from frameworks to analytics platforms.
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Frequently asked questions
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