Sebastian Wealth Management

Finance · New Jersey, United States · 11-50 Employees

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Overview

Headquarters

18 Bank St Ste 204, Summit, New Jersey, ...

Phone Number

(908) 608-9800

Revenue

$5.3 Million

Industry

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

About Sebastian Wealth Management

Sebastian Wealth Management Group, LLC offers a range of financial services including long-term care insurance, life insurance, disability income insurance, and retirement planning. The company aims to educate clients about financial management concepts and provide resources such as calculators, videos, and newsletters to assist in personal finance. Their target clients include individuals seeking to understand and improve their financial situations, particularly in areas like investing, estate planning, and wealth preservation. The firm operates in partnership with Kestra Investment Services, LLC, ensuring a comprehensive approach to financial advisory services.Explore more
Popular SearchesSebastian Wealth ManagementSebastian Wealth Management LLCSebastian Wealth Management Group LLCSebastian Wealth Management 18SIC Code 62,628NAICS Code 52,523Show more

Sebastian Wealth Management Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Sebastian Wealth Manageme...

$5.3M
11-50
Private
-
-
$5.8M
11-50
Private
-
2009
N/A
<$5M
1-10
Private
-
2018
<$5M
1-10
Private
-
2008
CR
Case ReedFinancial Professional
<$5M
1-10
Private
-
2009
<$5M
1-10
Private
<$5M
2011
AL
Amanda LucasOffice Manager
<$5M
1-10
Private
-
2000
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Sebastian Wealth Management Tech Stack

A closer look at the technologies used by Sebastian Wealth Management

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Frequently Asked Questions Regarding Sebastian Wealth Management

What is Sebastian Wealth Management's official website?
Sebastian Wealth Management's official website is www.sebastianwealth.com
What is Sebastian Wealth Management's Revenue?
Sebastian Wealth Management's revenue is $5.3 Million
What is Sebastian Wealth Management's SIC code?
Sebastian Wealth Management's SIC: 62,628
What is Sebastian Wealth Management's NAICS code?
Sebastian Wealth Management's NAICS: 52,523
How many employees does Sebastian Wealth Management have?
Sebastian Wealth Management has 11-50 employees
What industry does Sebastian Wealth Management belong to?
Sebastian Wealth Management is in the industry of: Finance, Insurance, Securities Trading
What is Sebastian Wealth Management competition?
Sebastian Wealth Management top competitors include: Metro Wealth Management, Cowand Wealth Management, Long Island Financial Services Group, SR Investment Holdings
What technology does Sebastian Wealth Management use?
Some of the popular technologies that Sebastian Wealth Management uses are: Cloudflare Website Optimization, Bitly, Google Font API, Google Tag Manager
How do I contact Sebastian Wealth Management?
Sebastian Wealth Management contact info: Phone number: (908) 608-9800 Website: www.sebastianwealth.com
What does Sebastian Wealth Management do?

Sebastian Wealth Management Group, LLC offers a range of financial services including long-term care insurance, life insurance, disability income insurance, and retirement planning. The company aims to educate clients about financial management concepts and provide resources such as calculators, videos, and newsletters to assist in personal finance... . Their target clients include individuals seeking to understand and improve their financial situations, particularly in areas like investing, estate planning, and wealth preservation. The firm operates in partnership with Kestra Investment Services, LLC, ensuring a comprehensive approach to financial advisory services.Read More

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

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