Aeon Wealth Management

Finance · Virginia, United States · 1-10 Employees

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Overview

Headquarters

21525 Ridgetop Cir Ste 175, Sterling, Vi...

Phone Number

(571) 926-9414

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage

About Aeon Wealth Management

Aeon Wealth Management specializes in retirement and asset investment services, helping individuals and families plan their financial futures. Since 2008, the company has built lasting partnerships by guiding clients through financial complexities and creating tailored financial plans. Their services include retirement readiness, investment management, and estate strategy, with a focus on long-term advisory relationships based on trust. Aeon Wealth Management aims to provide thoughtful guidance and support as clients navigate their financial journeys.Explore more
Aeon Wealth Management's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Aeon Wealth Management Org Chart

PhoneEmail
MB
United States flag for contact location.

Registered Client Service Associate

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WR
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Financial Advisor

PhoneEmail
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United States flag for contact location.

Financial Advisor

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Aeon Wealth Management

<$5M
1-10
Private
-
2020
MB
Michele BurdetteRegistered Client Service Associate
<$5M
1-10
Private
-
2006
CM
Christopher MarkosFinancial Advisor
<$5M
1-10
Private
-
1991
SR
Sharon RatcliffChief Financial Officer
<$5M
1-10
Private
-
2005
HH
Heidi HitchcockManager, Operations
Illustration of an envelope

Aeon Wealth Management Tech Stack

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Frequently Asked Questions Regarding Aeon Wealth Management

What is Aeon Wealth Management's official website?
Aeon Wealth Management's official website is www.aeonwealth.com
What is Aeon Wealth Management's Revenue?
Aeon Wealth Management's revenue is <$5 Million
What is Aeon Wealth Management's SIC code?
Aeon Wealth Management's SIC: 62,628
What is Aeon Wealth Management's NAICS code?
Aeon Wealth Management's NAICS: 52,523
How many employees does Aeon Wealth Management have?
Aeon Wealth Management has 1-10 employees
What industry does Aeon Wealth Management belong to?
Aeon Wealth Management is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Aeon Wealth Management competition?
Aeon Wealth Management top competitors include: Choice Wealth Advisors, Yeomans Consulting Group, advocate investing services, Ratcliff Financial Services
What technology does Aeon Wealth Management use?
Some of the popular technologies that Aeon Wealth Management uses are: Cloudflare Website Optimization, Enom DNS Hosting, Datadog, Microsoft 365
How do I contact Aeon Wealth Management?
Aeon Wealth Management contact info: Phone number: (571) 926-9414 Website: www.aeonwealth.com
What does Aeon Wealth Management do?

Aeon Wealth Management specializes in retirement and asset investment services, helping individuals and families plan their financial futures. Since 2008, the company has built lasting partnerships by guiding clients through financial complexities and creating tailored financial plans. Their services include retirement readiness, investment managem... ent, and estate strategy, with a focus on long-term advisory relationships based on trust. Aeon Wealth Management aims to provide thoughtful guidance and support as clients navigate their financial journeys.Read More

What are Aeon Wealth Management social media links?
Aeon Wealth Management Linkedin page Aeon Wealth Management Twitter page Aeon Wealth Management Facebook page
Is Aeon Wealth Management a public company?
Aeon Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Aeon Wealth Management

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