Saorsa Wealth Management

Finance · Ohio, United States · 11-50 Employees

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Overview

Headquarters

37040 Colorado Ave, Avon, Ohio, 44011, U...

Phone Number

(440) 201-4590

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
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ZI Rank
1
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1
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About Saorsa Wealth Management

Saorsa Wealth Management, LLC is an independent financial advisory firm dedicated to assisting individuals, families, business owners, and plan sponsors in making informed financial decisions. They offer a range of services including wealth management, risk management, taxation, business planning, retirement planning, and estate planning. The firm emphasizes a knowledgeable and experienced approach to financial planning. Their resources include financial calculators and market updates to support their clients' financial journeys.Explore more
Popular SearchesSaorsa Wealth Management LLCSaorsa LLCSaorsaSaorsa Capital LLCSaorsa Consulting LLCSIC Code 62,628NAICS Code 52,523Show more

Saorsa Wealth Management Org Chart

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LP
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Saorsa Wealth Management

<$5M
11-50
Private
-
2017
LP
Lela PutkaradzeFounding Director
<$5M
1-10
Private
-
-
YD
Yanni DiamondManager, Wealth
<$5M
1-10
Private
-
2014
James Canady, Financial Advisor & Partner & Chief Financial Officer at Atlantic Wealth Management
James CanadyFinancial Advisor & Partner & Chief Financial Officer
<$5M
1-10
Private
-
2014
CP
Catherine ParkManager, Operations
<$5M
1-10
Private
-
2001
<$5M
1-10
Private
-
1993
N/A
<$5M
1-10
Private
-
-
SD
Sean DuganCfp Crpc, Financial Advisor
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Saorsa Wealth Management Tech Stack

A closer look at the technologies used by Saorsa Wealth Management

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Frequently Asked Questions Regarding Saorsa Wealth Management

What is Saorsa Wealth Management's official website?
Saorsa Wealth Management's official website is www.saorsawm.com
What is Saorsa Wealth Management's Revenue?
Saorsa Wealth Management's revenue is <$5 Million
What is Saorsa Wealth Management's SIC code?
Saorsa Wealth Management's SIC: 62,628
What is Saorsa Wealth Management's NAICS code?
Saorsa Wealth Management's NAICS: 52,523
How many employees does Saorsa Wealth Management have?
Saorsa Wealth Management has 11-50 employees
What industry does Saorsa Wealth Management belong to?
Saorsa Wealth Management is in the industry of: Finance, Securities Trading
What is Saorsa Wealth Management competition?
Saorsa Wealth Management top competitors include: MH Wealth Management, Mesch Wealth Advisors, Commonwealth Financial Network, Dennis Asaro, CFN Yanni Diamond
What technology does Saorsa Wealth Management use?
Some of the popular technologies that Saorsa Wealth Management uses are: DocuSign, Cloudflare Website Optimization, Datadog, Google Tag Manager
How do I contact Saorsa Wealth Management?
Saorsa Wealth Management contact info: Phone number: (440) 201-4590 Website: www.saorsawm.com
What does Saorsa Wealth Management do?

Saorsa Wealth Management, LLC is an independent financial advisory firm dedicated to assisting individuals, families, business owners, and plan sponsors in making informed financial decisions. They offer a range of services including wealth management, risk management, taxation, business planning, retirement planning, and estate planning. The firm... emphasizes a knowledgeable and experienced approach to financial planning. Their resources include financial calculators and market updates to support their clients' financial journeys.Read More

Is Saorsa Wealth Management a public company?
Saorsa Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Saorsa Wealth Management

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