Southern Wealth
Financial Services • 
Tallahassee, Florida, United States • 1-10 Employees
Company overview
| Headquarters | 2450 Tim Gamble Pl, Ste 100, Tallahassee, Florida 32308, US |
| Phone number | +1532024797 |
| Website | |
| NAICS | 52 |
| Keywords | Fee Based Planning, Asset Management, Wealth Accumulation, Business Planning, Investment Advisory, Estate Planning, Brokerage Services, Retirement Solutions, Tax Loss Harvesting, Income Distribution, Tax Efficiency Strategies, Equity Compensation Plan Analysis, Market Analysis And Education |
| Founded | 2003 |
| Employees | 1-10 |
Key Contact at Southern Wealth
Hugh Tomlinson
Director Of Business Development
About Southern Wealth
At Southern Wealth we understand the importance of taking a holistic approach to financial planning and wealth management. Many people have multiple advisors that focus on one specific area of expertise. This approach can leave efficiency on the table that shows up in many forms. Our team based approach allows us to craft investment strategies, structure portfolios, and service multigenerational financial plans that are tailored exclusively to our clients’ strategic needs. We coordinate with your trusted network of professionals, including attorneys and accountants, to create a holistic strategy that supports and integrates all your financial goals, connecting the dots of your financial picture.
Southern Wealth revenue & valuation
| Annual revenue | $769,995 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,500,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Southern Wealth has 6 employees across 4 departments.
Departments
Number of employees
Funding Data
Southern Wealth has never raised funding before.
Southern Wealth Tech Stack
Discover the technologies and tools that power Southern Wealth's digital infrastructure, from frameworks to analytics platforms.
CDN
Security
JavaScript libraries
Tag managers
JavaScript frameworks
Security
Miscellaneous
Customer data platform
Tag managers
JavaScript libraries
UI frameworks
Video players
Pakistan
Frequently asked questions
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