Van Sumeren Wealth Management
Finance · Michigan, United States · 1-10 Employees
View Company Info for Free
Overview
Headquarters
3865 Wilder Rd Ste 7B, Bay City, Michiga...Phone Number
(989) 686-3720Website
www.vansumerenwealth.comRevenue
<$5 MillionIndustry
About Van Sumeren Wealth Management
Van Sumeren Wealth Management specializes in comprehensive planning and wealth management services aimed at helping individuals achieve their financial goals and dreams. Their offerings include retirement planning, portfolio management, and assistance with various financial objectives such as education funding and estate planning. The firm prides itself on a team of experienced professionals dedicated to tailoring financial strategies to meet the unique needs of their clients. They are committed to supporting clients throughout their financial journey, ensuring they can realize their aspirations.Explore more
SIC Code 62,628NAICS Code 52,523Show more
Van Sumeren Wealth Management Org Chart
Sell smarter with deeper company insights.
ZoomInfo gives you access to real-time firmographics, buying signals, org charts, and decision-makers - helping your GTM teams prioritize accounts, personalize outreach with AI-driven automation, and close deals faster.
Compare Similar Companies to Van Sumeren Wealth Management
Compare insights from companies similar to Van Sumeren Wealth Management, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.
Revenue
Number of Employees
Type
Funding
Founded In
Van Sumeren Wealth Manage...
<$5M
1-10
Private
-
2010
KS
Kimberly SchulzManager, Office & Client Services
Van Sumeren Wealth Management Tech Stack
A closer look at the technologies used by Van Sumeren Wealth Management
Top Finance Companies
Top companies in Canada by revenue
Top companies in Australia by revenue
Top companies in New Zealand by revenue
Frequently Asked Questions Regarding Van Sumeren Wealth Management
Sign Up For FreeTo access detailed company insights
Van Sumeren Wealth Management specializes in comprehensive planning and wealth management services aimed at helping individuals achieve their financial goals and dreams. Their offerings include retirement planning, portfolio management, and assistance with various financial objectives such as education funding and estate planning. The firm prides i... Read More
