Cummings Wealth Management Group
Likely to Engage tag.Highly Engaged Employees

Finance · South Carolina, United States · 1-10 Employees

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Overview

Headquarters

1275 Ben Sawyer Blvd Ste A, Mount Pleasa...

Phone Number

(843) 884-9898

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
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Aug
ZI Rank
1
1
1
1
1
1

About Cummings Wealth Management Group

Cummings Wealth Management Group is dedicated to providing financial security through wealth management with a focus on integrity, professionalism, and care. They offer personalized financial planning services, including retirement and estate planning, tailored for high-net-worth individuals and families. The firm emphasizes building lasting partnerships with clients, ensuring that each interaction reflects their commitment to excellence and trust. Their ideal clients typically have at least $1,000,000 in assets to fully benefit from their comprehensive service offerings.Explore more
Cummings Wealth Management Group's Social MediaPopular SearchesCummings Wealth Management GroupCummings Wealth ManagementCummings Wealth Management Group LLCWealth Management Group LLCCummings Wealth Management Group HeSIC Code 62,628NAICS Code 52,523Show more

Cummings Wealth Management Group Org Chart

RC
United States flag for contact location.

Founder & Chief Executive Officer

PhoneEmail
MC
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CFP Professional and Chief Operating Officer

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Cummings Wealth Managemen...

<$5M
1-10
Private
-
2015
RC
Robert CummingsFounder & CEO
<$5M
1-10
Private
-
2006
SY
Shveta YadavAdministrative Assistant
<$5M
1-10
Private
-
2004
LC
Lori CuneoBusiness Relationship Manager
<$5M
1-10
Private
-
2002
SW
Susanna WalkerDirector, Client Services
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
1991
SR
Sharon RatcliffChief Financial Officer
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Cummings Wealth Management Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Cummings Wealth Management Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Cummings Wealth Management Group.

Cummings Wealth Management Group Tech Stack

A closer look at the technologies used by Cummings Wealth Management Group

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Frequently Asked Questions Regarding Cummings Wealth Management Group

What is Cummings Wealth Management Group's official website?
Cummings Wealth Management Group's official website is www.cummingswealth.com
What is Cummings Wealth Management Group's Revenue?
Cummings Wealth Management Group's revenue is <$5 Million
What is Cummings Wealth Management Group's SIC code?
Cummings Wealth Management Group's SIC: 62,628
What is Cummings Wealth Management Group's NAICS code?
Cummings Wealth Management Group's NAICS: 52,523
How many employees does Cummings Wealth Management Group have?
Cummings Wealth Management Group has 1-10 employees
What industry does Cummings Wealth Management Group belong to?
Cummings Wealth Management Group is in the industry of: Finance, Securities Trading
What is Cummings Wealth Management Group competition?
Cummings Wealth Management Group top competitors include: Somerset Hills Wealth Management, Ratcliff Financial Services, Handford Financial Strategies, Hull Wealth Management
What technology does Cummings Wealth Management Group use?
Some of the popular technologies that Cummings Wealth Management Group uses are: DocuSign, Cloudflare Website Optimization, Datadog, YouTube
How do I contact Cummings Wealth Management Group?
Cummings Wealth Management Group contact info: Phone number: (843) 884-9898 Website: www.cummingswealth.com
What does Cummings Wealth Management Group do?

Cummings Wealth Management Group is dedicated to providing financial security through wealth management with a focus on integrity, professionalism, and care. They offer personalized financial planning services, including retirement and estate planning, tailored for high-net-worth individuals and families. The firm emphasizes building lasting partne... rships with clients, ensuring that each interaction reflects their commitment to excellence and trust. Their ideal clients typically have at least $1,000,000 in assets to fully benefit from their comprehensive service offerings.Read More

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

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