Schlafer Wealth Management
Financial Services • 
Fishers, Indiana, United States • 1-10 Employees
Company overview
| Headquarters | Fishers, Indiana, United States |
| Website | |
| NAICS | 52 |
| SIC | 736 |
| Employees | 1-10 |
Key Contact at Schlafer Wealth Management
Mark Schlafer
Founder
About Schlafer Wealth Management
Serving hundreds of families over 30 years, Schlafer Wealth Management provides specialized financial planning for high net worth professionals in the life sciences sector. We excel at navigating complex equity compensation structures, optimizing stock option strategies, and preparing for liquidity events common in biotech and pharma. Our clients leverage industry opportunities to build substantial, diversified wealth portfolios. Supported by the reach and institutional resources of OSAIC Wealth, Inc. one of the nation's largest independent broker-dealers, this affiliation gives my clients access to a deep bench of resources and compliance oversight. Securities and investment advisory services offered through OASIC Wealth, member FINRA/SIPC. OSAIC Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of OSAIC Wealth
Schlafer 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
Schlafer Wealth Management has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
Schlafer Wealth Management has never raised funding before.
Canada
United Kingdom
Frequently asked questions
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