Saorsa Wealth Management

Finance · Texas, United States · 11-50 Employees

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Overview

Headquarters

7400 Windswept Trl, Colleyville, Texas, ...

Phone Number

(817) 481-2339

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
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Jun
ZI Rank
1
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About Saorsa Wealth Management

Saorsa Wealth Management LLC is an independent investment consulting firm that focuses on comprehensive wealth management, investment management, and financial planning services. They cater to clients seeking assistance with retirement planning, insurance, and various investment options including equities, bonds, and mutual funds. The firm emphasizes personalized financial strategies aligned with clients' values and long-term goals. Their team of experienced advisors is dedicated to helping clients achieve financial success through tailored advice and resources.Explore more
Popular SearchesSaorsa Wealth Management LLCSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Saorsa Wealth Management

<$5M
11-50
Private
-
2023
N/A
$8.7M
11-50
Private
-
-
SS
Stacy SachsFinancial Advisor
<$5M
11-50
Private
<$5M
1961
RG
Ross GullaInvestment Advisor
<$5M
11-50
Private
<$5M
1995
SB
Shawn BerwagerSenior VP, Wealth Management
<$5M
1-10
Private
-
2010
LO
Laura OdegaardDirector, Client Services
<$5M
1-10
Private
-
2012
MB
Matthew BrennemanCertified Financial Planner
<$5M
1-10
Private
-
-
RB
Ryan BoudreauFinancial Professional
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.saorsawealth.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: Brenneman Independent Planning, AP Lubrano, Boudreau Financial Group, KW Chambers
What technology does Saorsa Wealth Management use?
Some of the popular technologies that Saorsa Wealth Management uses are: Cloudflare Website Optimization, Google Tag Manager, Font Awesome, jQuery UI
How do I contact Saorsa Wealth Management?
Saorsa Wealth Management contact info: Phone number: (817) 481-2339 Website: www.saorsawealth.com
What does Saorsa Wealth Management do?

Saorsa Wealth Management LLC is an independent investment consulting firm that focuses on comprehensive wealth management, investment management, and financial planning services. They cater to clients seeking assistance with retirement planning, insurance, and various investment options including equities, bonds, and mutual funds. The firm emphasiz... es personalized financial strategies aligned with clients' values and long-term goals. Their team of experienced advisors is dedicated to helping clients achieve financial success through tailored advice and resources.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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