Southern Edge Wealth Solutions

Financial Services • Nashville, Tennessee, United States • 1-10 Employees

Company overview

Headquarters	818 18th Avenue S.,, Suite 950, Nashville, TN 37203, US
Phone number	+16152053510
Website	southernedgews.com
NAICS	52
Keywords	401K, Wealth Management, Retirement Planning, Business Planning, Estate Planning, Investment Management, Self Directed 401K, Financial Goal Setting, Financial Legacy, Maintaining Wealth
Founded	2022
Employees	1-10

Key Contact at Southern Edge Wealth Solutions

James A. Parrish

Co-Founder

Southern Edge Wealth Solutions Email Formats

Southern Edge Wealth Solutions uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@southernedgews.com), used 50% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@southernedgews.com	50%
{first name}{last name}	johndoe@southernedgews.com	50%

About Southern Edge Wealth Solutions

We specialize in helping you proactively protect yourself inside your company plan without taking custody of your assets. Rather than being restricted to the mutual funds listed on your 401k menu, we have access to the open markets. Our aim is to preserve your wealth using a strategy we built specifically for risk management inside retirement plans. We seek to get to know you on a personal level, the values you esteem, and the goals you hope to accomplish. These are considerations that must be taken into account in order to provide ongoing guidance based on an intimate understanding of what you need.

Southern Edge Wealth Solutions revenue & valuation

Annual revenue	$427,775
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,400,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Employees by Department

Southern Edge Wealth Solutions has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Southern Edge Wealth Solutions has never raised funding before.

Frequently asked questions

Southern Edge Wealth Solutions is located in Nashville, Tennessee, US.

You can reach Southern Edge Wealth Solutions at +16152053510.

Southern Edge Wealth Solutions was founded in 2022, making it 4 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at Southern Edge Wealth Solutions

James A. Parrish

Co-Founder

4.8

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