SageGuard Wealth Management Revenue

Financial Services • Westlake, Ohio, United States • 1-10 Employees

SageGuard Wealth Management revenue & valuation

Annual revenue	$256,665
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$821,328
Total funding	No funding

Key Contact at SageGuard Wealth Management

Tim Hickok

Director Of Business Development

Company overview

Headquarters	24700 Center Ridge Road, 280, Westlake, Ohio 44145, US
Website	sageguardwealthmanagement.com
NAICS	52
Keywords	Financial Advisor, Tax Planning, Investment Planning, CPA, Wealth Management, Special Needs Planning, Retirement Planning, Certified Financial Planner
Employees	1-10

About SageGuard Wealth Management

Ray Erker, has been providing financial advice/services for over 16 years in Westlake, Ohio. Ray has partnerships with Morningstar and TD Ameritrade and is now more than ever in a position to provide you with superior support and client service, accurate and timely advice, independent, reliable and unbiased research, unrestricted access to alternative investment products, unlimited financial tools, and resources, and the most advanced technology available! Ray has earned the America's Top Financial Planner's Award from the Consumer Research Council of America for four consecutive years in a row, served on the Masters Council for Prudential Annuities for four years and has received the Freedom Club Award, Director's Club Award and Patriot's Club Award. Ray has also founded Children First, a non-profit organization to protect & provide for the emergent needs of children and was appointed President of the Ohio Coalition for Father's and Children. He has also served as a member of the United States Army Reserves, where he received the Soldier of the Cycle Award and Vanguard Award, before he was Honorably Discharged.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Funding Data

SageGuard Wealth Management has never raised funding before.

Frequently asked questions

SageGuard Wealth Management is located in Westlake, Ohio, US.

SageGuard Wealth Management generates an estimated annual revenue of $256,665. This revenue figure reflects the company's market position and business performance in its industry.

SageGuard Wealth Management has an estimated valuation of $821,328. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

SageGuard Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at SageGuard Wealth Management

Tim Hickok

Director Of Business Development

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