Sparrow Wealth Management

Investment Management • Orlando, Florida, United States • 1-10 Employees

Company overview

Headquarters	6900 Tavistock Lakes Blvd, Suite 400, Orlando, FL 32827, US
Phone number	+18773309191
Website	sparrowwealth.com
NAICS	5231
SIC	736
Founded	2001
Employees	1-10
Socials

Key Contact at Sparrow Wealth Management

Christopher Jones

Founder, President

About Sparrow Wealth Management

Sparrow Wealth Management provides low-cost investment management and fee-only financial planning services. Based in Lake Nona, Florida, we harness the flexibility of virtual and remote technology to serve a diverse set of clients nationwide. Our mission is to help you find freedom and peace in your financial life. Working with a fee-only financial advisor helps you avoid the conflicts of interest that are so common with commission and fee-based advisors. We do not accept compensation or financial incentives that may bias our recommendations. We act as a trusted fiduciary by putting your best interests first. While Sparrow Wealth Management has no minimum account size for investments, we usually work with client households with $3 million in assets under management or more. For prospective clients, we offer a complimentary "Discovery Meeting" by appointment only.

Sparrow Wealth Management revenue & valuation

Annual revenue	$13,400,000
Revenue per employee	$13,358,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$42,800,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Employees by Department

Sparrow Wealth Management has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Sparrow Wealth Management has never raised funding before.

Sparrow Wealth Management Tech Stack

Discover the technologies and tools that power Sparrow Wealth Management's digital infrastructure, from frameworks to analytics platforms.

SiteOrigin Page Builder

Page builders

Vimeo

Video players

Microsoft 365

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

MonsterInsights

Analytics

SiteOrigin Widgets Bundle

WordPress plugins

jQuery

JavaScript libraries

HTTP/3

Miscellaneous

PHP

Programming languages

Calendly

Appointment scheduling

WP-PageNavi

WordPress plugins

Frequently asked questions

Sparrow Wealth Management is located in Orlando, Florida, US.

You can reach Sparrow Wealth Management at +18773309191.

Sparrow Wealth Management was founded in 2001, making it 25 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at Sparrow Wealth Management

Christopher Jones

Founder, President

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