Sugarloaf Wealth Management

Investment Management • Atlanta Metropolitan Area, United States • 1-10 Employees

Company overview

Headquarters	Atlanta Metropolitan Area, United States
Phone number	+17709855473
Website	swmllc.com
NAICS	5231
SIC	874
Keywords	Tax Planning, Family Office Services, Assett Management, Estate And Wealth Transfer
Founded	1989
Employees	1-10
Socials

Key Contacts at Sugarloaf Wealth Management

Preston Henry

Director Of Financial Planning & Investments

Christina Rodriguez

Director Of Client Service

Sugarloaf Wealth Management Email Formats

Sugarloaf Wealth Management uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@swmllc.com), used 72.7% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@swmllc.com	72.7%
{first name}{last name}	johndoe@swmllc.com	18.2%
{last name}{last name}	doedoe@swmllc.com	9.1%

About Sugarloaf Wealth Management

Sugarloaf Wealth Management, LLC is an independent comprehensive Financial Planning/Registered Investment Advisory firm. We offer highly-personalized services for each client realizing that each client brings a unique set of circumstances and experiences to the table. We strive to achieve planning success by providing creative solutions based on each client’s needs.

Sugarloaf Wealth Management revenue & valuation

Annual revenue	$9,924,560
Revenue per employee	$1,103,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$31,800,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Director

Manager

Employees by Department

Sugarloaf Wealth Management has 5 employees across 3 departments.

Departments

Number of employees

Funding Data

Sugarloaf Wealth Management has never raised funding before.

Sugarloaf Wealth Management Tech Stack

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

reCAPTCHA

Security

Swiper

JavaScript libraries

Animate.css

UI frameworks

Microsoft 365

Twitter Emoji

Font scripts

jQuery

JavaScript libraries

PHP

Programming languages

WordPress

Blogs

Google Analytics

Analytics

Bootstrap

UI frameworks

Lenis

JavaScript libraries

Yoast SEO

SEO

Frequently asked questions

Sugarloaf Wealth Management is located in Atlanta Metropolitan Area, US.

You can reach Sugarloaf Wealth Management at +17709855473.

Sugarloaf Wealth Management was founded in 1989, making it 37 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contacts at Sugarloaf Wealth Management

Preston Henry

Director Of Financial Planning & Investments

Christina Rodriguez

Director Of Client Service

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