Socius Wealth Management
Financial Services • 
Scottsdale, Arizona, United States • 1-10 Employees
Company overview
| Headquarters | Scottsdale, Arizona, United States |
| Phone number | +10282232600 |
| Website | |
| NAICS | 52 |
| SIC | 874 |
| Founded | 2004 |
| Employees | 1-10 |
| Socials |
Key Contact at Socius Wealth Management
Renee Mares
President | Chief Operating Officer | Co-Owner
About Socius Wealth Management
Taxes taking a bigger bite out of your income than you expected? You’re not alone—and you don’t have to navigate it alone. Here’s how we can help you: • Develop a clear, untaxable retirement income plan. • Bring in the right specialists to address complex financial needs. • Act as your financial ally and guide, always putting your best interests first. Let’s talk about how you can keep more of what you’ve worked so hard to earn. Book your free 15-minute ‘Untaxable Retirement Income Plan’ call now. Your wealth deserves a strategy that works as hard as you do!
Socius 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 |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Socius Wealth Management has 1 employees across 1 departments.
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Number of employees
Funding Data
Socius Wealth Management has never raised funding before.
Socius Wealth Management Tech Stack
Discover the technologies and tools that power Socius Wealth Management's digital infrastructure, from frameworks to analytics platforms.
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