Southern Wealth Management
Finance · Texas, United States · 51-200 Employees
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Overview
Headquarters
5005 Lyndon B Johnson Fwy Ste 1313, Dall...Phone Number
(972) 661-4600Website
www.southernwealth.comRevenue
$13.6 MillionIndustry
ZI Rank: 2
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
3
2
About Southern Wealth Management
CAPTRUST specializes in comprehensive wealth management services for high-net-worth individuals, families, and business owners in San Antonio, Texas. Their offerings include wealth planning, investment advice, and retirement solutions tailored to the unique needs of various clients, including corporations and nonprofit organizations. The firm is supported by a nationwide network of financial experts, enabling them to effectively address complex financial needs. CAPTRUST's commitment to client satisfaction and innovation positions them as a trusted partner in achieving financial goals.Explore more
Southern Wealth Management Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Southern Wealth Managemen...
$13.6M
51-200
Private
<$5M
1982
DR
Denise RothermelVice President, Financial & Advisor
Company Profile Activity
Activity Insights
Southern Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.
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Southern Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Southern Wealth Management.
Southern Wealth Management financials insights
Gather financial insights about Southern Wealth Management, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$1M
Southern Wealth Management Tech Stack
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Southern Wealth Management News & Media
Flatirons Digital Innovations names new chief operating officer - NewsBreak
Flatirons Digital Innovations Inc. has appointed Kevin Rowland its new chief operating officer. The company provides content services, data management and systems integration. Flatirons was founded in 2001 in Boulder to manage companies’ documents and digital work, including content architecture. Employees of its current owner Crawford Technologies USA Inc. have...Xerox Names Piquion As Chief Marketing Officer - NewsBreak
Xerox Holdings Corporation has named Deena LaMarque Piquion as chief marketing officer. Previously, Piquion served as senior vice president and general manager of Xerox’s Latin America operations. Piquion’s task as CMO will to lead Xerox’s marketing functions and accelerate brand momentum. In addition, Piquion will serve as a member of...
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CAPTRUST specializes in comprehensive wealth management services for high-net-worth individuals, families, and business owners in San Antonio, Texas. Their offerings include wealth planning, investment advice, and retirement solutions tailored to the unique needs of various clients, including corporations and nonprofit organizations. The firm is su... Read More
