Southern Oak Wealth Group
Financial Services • 
Brentwood, Tennessee, United States • 1-10 Employees
Company overview
| Headquarters | 5205 Maryland Way, Suite 320, Brentwood, Tennessee 37027, US |
| Phone number | +16152465510 |
| Websites | |
| NAICS | 52 |
| Keywords | Investment Services, Total Financial Integration, Family Legacy Planning |
| Founded | 2019 |
| Employees | 1-10 |
| Socials |
Key Contact at Southern Oak Wealth Group
Jonathan Trusty
Managing Director, Senior Wealth Advisor
Southern Oak Wealth Group Email Formats
Southern Oak Wealth Group uses 1 email format. The most common is {first name}{last name} (e.g., johndoe@sowealth.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@sowealth.com | 100% |
About Southern Oak Wealth Group
As we built up our team over the years, we developed a rare combination of expertise and experience, where each core member has specialized knowledge and experience in areas ranging from estate and family legacy to business succession. To this expertise we added a process for serving clients that would enable them to rely on us as the central point of access for everything related to their wealth. The result is a level of interconnection that often creates efficiencies, opportunities and a greater sense of clarity within your integrated financial life. In effect, each member of your network is talking to another, and each part of your wealth is aligned with the rest.
Southern Oak Wealth Group revenue & valuation
| Annual revenue | $684,440 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,200,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Southern Oak Wealth Group has 5 employees across 3 departments.
Departments
Number of employees
Funding Data
Southern Oak Wealth Group has never raised funding before.
Southern Oak Wealth Group Tech Stack
Discover the technologies and tools that power Southern Oak Wealth Group's digital infrastructure, from frameworks to analytics platforms.
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Miscellaneous
Analytics
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Analytics
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Germany
Australia
Czechia
Frequently asked questions
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