Epoch Wealth Management
Financial Services • 
Chagrin Falls, Ohio, United States • 1-10 Employees
Company overview
| Headquarters | Chagrin Falls, Ohio, United States |
| Phone number | +14406002897 |
| Websites | |
| NAICS | 52 |
| SIC | 874 |
| Founded | 2016 |
| Employees | 1-10 |
Key Contact at Epoch Wealth Management
Sandra Gontero
Chief Executive Officer
Epoch Wealth Management Email Formats
Epoch Wealth Management uses 1 email format. The most common is {first initial} (e.g., j@epochwm.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@epochwm.com | 100% |
About Epoch Wealth Management
Epoch Wealth Management, LLC is a comprehensive financial planning services firm based in Chagrin Falls, Ohio. Financial Peace for Your Lifetime. It's easier than you think. No Jargon. No Confusion. Just the Right Advice. All written content on this site is for information purposes only. Opinions expressed herein are solely those of EPOCH WEALTH MANAGEMENT unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. This website may provide links to others for the convenience of our users. Our firm has no control over the accuracy or content of these other websites. REGISTRATION INFORMATION Advisory services are offered through Epoch Wealth Management; an investment advisor firm domiciled in the State of Ohio. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by our firm in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. For information concerning the status or disciplinary history of a broker-dealer, investment advisor, or their representatives, a consumer should contact their state securities administrator.
Epoch Wealth Management revenue & valuation
| Annual revenue | $85,555 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $273,776 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Epoch Wealth Management has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
Epoch Wealth Management has never raised funding before.
Epoch Wealth Management Tech Stack
Discover the technologies and tools that power Epoch Wealth Management's digital infrastructure, from frameworks to analytics platforms.
Ecommerce
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JavaScript libraries
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CMS
Performance
Font scripts
Belgium
United Kingdom
Frequently asked questions
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