Siler Wealth Management
Investment Management • 
Wekiwa Springs, Florida, United States • 1-10 Employees
Company overview
| Headquarters | 2965 W State Road 434, Suite 200, Longwood, Florida 32779, US |
| Phone number | +14078314101 |
| Website | |
| NAICS | 5231 |
| SIC | 874 |
| Keywords | Stocks, Etfs, Asset Protection, Education Planning, Asset Allocation, Bonds, Retirement Planning, Insurance, Financial Planning, Investment Management, Certified Financial Planner |
| Employees | 1-10 |
| Socials |
Key Contact at Siler Wealth Management
Chad E. Vergason
Director Of Insurance & Retirement Plans, Certified Financial Planner™, Financial Advisor
Siler Wealth Management Email Formats
Siler Wealth Management uses 2 email formats. The most common is {first initial} (e.g., j@stockdr.com), used 87.5% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@stockdr.com | 87.5% |
{first initial}{last name} | jdoe@stockdr.com | 12.5% |
About Siler Wealth Management
As financial specialists, the professionals at Siler Wealth Management are committed to providing our clients with informed financial counsel and careful financial planning. We strive to build meaningful relationships with our clients and understand their current financial standing in order to design and structure portfolios with our recommended investments as well as provide asset protection to ensure we’re advancing them towards achieving their desired objectives and outcomes.
Siler Wealth Management revenue & valuation
| Annual revenue | $19,800,000 |
| Revenue per employee | $2,467,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $63,200,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Siler Wealth Management has 7 employees across 3 departments.
Departments
Number of employees
Funding Data
Siler Wealth Management has never raised funding before.
Siler Wealth Management Tech Stack
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Frequently asked questions
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