Sovereign Wealth Management Inc Revenue
Financial Services • 
Burlington, Ontario, Canada • 1-10 Employees
Sovereign Wealth Management Inc revenue & valuation
| Annual revenue | $14,200,000 |
| Revenue per employee | $4,724,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $45,400,000 |
| Total funding | No funding |
Key Contact at Sovereign Wealth Management Inc
Whitney Hammond
President & CEO
Company overview
| Headquarters | Burlington, Ontario, Canada |
| Phone number | +19056373500 |
| Website | |
| NAICS | 52 |
| Keywords | Financial Advising, Wealth Management, Financial Planning |
| Founded | 2004 |
| Employees | 1-10 |
| Socials |
Sovereign Wealth Management Inc Email Formats
Sovereign Wealth Management Inc uses 2 email formats. The most common is {first initial} (e.g., j@sovereignwealth.ca), used 83.3% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@sovereignwealth.ca | 83.3% |
{first name} | john@sovereignwealth.ca | 16.7% |
About Sovereign Wealth Management Inc
Whitney Hammond has been in personal practice since 1997. She desired to own and operate her own private wealth firm and launched Sovereign Wealth Management in 2004. Working closely with clients’ accounting, tax and legal advisors, Whitney helps clients understand and select will planning, testamentary trusts, tax deferral and asset accumulation strategies. Her expertise with wealth and risk management focuses on client’s goals and values allowing Whitney to build high levels of trust and establish multi-generational relationships. The firm is ever-growing with 4 full-time financial advisors. As a firm, Sovereign values the client first and foremost, which signifies that confidentiality, security, stewardship and knowledge are at the core of Sovereign’s philosophy. We endeavor to remain positive and proactive throughout our client relationships, while building and protecting wealth with passion, strength and integrity.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Sovereign Wealth Management Inc has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
Sovereign Wealth Management Inc has never raised funding before.
Sovereign Wealth Management Inc Tech Stack
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Frequently asked questions
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