Tower Wealth Management

Finance · Ohio, United States · 1-10 Employees

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Overview

Headquarters

30300 Chagrin Blvd, Pepper Pike, Ohio, 4...

Phone Number

(216) 374-1600

Revenue

<$5 Million

Industry

Finance Securities Trading Venture Capital & Private Equity
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Tower Wealth Management

Tower Wealth Management, LLC specializes in wealth management and legacy management, focusing on advising and consulting on private placements and venture investing. The company offers investment opportunities in private ventures and aggregated funds, enabling smaller clients to achieve adequate diversification. Tower Wealth Management operates independently following a merger with Carnegie Investment Counsel, continuing to provide tailored financial services. Their intended clients include individuals looking to enhance their legacy through strategic investment planning.Explore more
Tower Wealth Management's Social MediaPopular SearchesTower Wealth Management LLCTower Wealth ManagementFoster Wealth Management IncSIC Code 62,628NAICS Code 52,523Show more

Tower Wealth Management Org Chart

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SM
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Tower Wealth Management

<$5M
1-10
Private
-
2008
SM
Sandie MakovickaOffice Manager
$6M
11-50
Private
-
2000
TG
Thomas GreenManaging Director
$5M
1-10
Private
-
2014
BS
Brian SmithManager, Private Wealth
<$5M
11-50
Private
-
2003
MY
Michael YonManaging Director
<$5M
1-10
Private
-
2013
DC
Derek CunninghamManaging Principal and CEO
<$5M
11-50
Private
-
2007
VM
Viruj MenonVenture Associate
<$5M
1-10
Private
-
2008
LF
Loui FishManager, Marketing
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Tower Wealth Management Tech Stack

A closer look at the technologies used by Tower Wealth Management

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Frequently Asked Questions Regarding Tower Wealth Management

What is Tower Wealth Management's official website?
Tower Wealth Management's official website is www.towerwealthmanagement.com
What is Tower Wealth Management's Revenue?
Tower Wealth Management's revenue is <$5 Million
What is Tower Wealth Management's SIC code?
Tower Wealth Management's SIC: 62,628
What is Tower Wealth Management's NAICS code?
Tower Wealth Management's NAICS: 52,523
How many employees does Tower Wealth Management have?
Tower Wealth Management has 1-10 employees
What industry does Tower Wealth Management belong to?
Tower Wealth Management is in the industry of: Finance, Securities Trading, Venture Capital & Private Equity
What is Tower Wealth Management competition?
Tower Wealth Management top competitors include: Groton Partners, Pillar Wealth Management, Beamonte Investments, US Strategic Capital
What technology does Tower Wealth Management use?
Some of the popular technologies that Tower Wealth Management uses are: PHP, Google Analytics, Apache HTTP Server, Microsoft Frontpage
How do I contact Tower Wealth Management?
Tower Wealth Management contact info: Phone number: (216) 374-1600 Website: www.towerwealthmanagement.com
What does Tower Wealth Management do?

Tower Wealth Management, LLC specializes in wealth management and legacy management, focusing on advising and consulting on private placements and venture investing. The company offers investment opportunities in private ventures and aggregated funds, enabling smaller clients to achieve adequate diversification. Tower Wealth Management operates ind... ependently following a merger with Carnegie Investment Counsel, continuing to provide tailored financial services. Their intended clients include individuals looking to enhance their legacy through strategic investment planning.Read More

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

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