The Sum Employee Directory

The Sum corporate office is located in 4526 Research Forest Dr Ste 240, The Woodlands, Texas, 77381, United States and has 1-10 employees.

The Sum Global Presence

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North America1-10

Key Employees of The Sum

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    United States flag for contact location.
    Mike Bard

    Partner, Director of Financial Planning and Financ...

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Index of contact profiles from The Sum

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Contact Name
Contact Info
Job Title
HQ Location
12

Former Employees at The Sum

Explore people who held key positions, contributed to The Sum's success, and advanced their careers.

  1. Associate Advisor at Steward

    Worked as Relationship Manager

    at The Sum (2025-2025)

    email SarahBeth Boothe Email direct SarahBeth Boothe Direct

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People from Similar Companies in the Finance Industry Located in Texas, United States

Frequently Asked Questions Regarding The Sum Employees

How many employees does The Sum have?
The Sum has 1-10 employees
Who are The Sum key employees?
Some of The Sum key employees are Mike Bard
Where is The Sum located?
The Sum’s headquarters are located at 4526 Research Forest Dr Ste 240, The Woodlands, Texas, 77381, United States
How do I contact The Sum?
The Sum Contact Info: Phone number: (281) 940-4859 Website: www.thesumplanning.com
What does The Sum do?

The Sum is a wealth management firm based in The Woodlands, TX, dedicated to providing a simple and accountable approach to financial planning. They serve clients in The Woodlands, Spring, Kingwood, and Cypress, focusing on comprehensive financial planning that prioritizes the best interests of their clients. The firm emphasizes the importance of a... personalized financial plan and believes in using academic rigor to solve financial problems. Their core belief is that holistic financial planning, rather than just investments, leads to long-term success for families.Read More

Is The Sum a public company?
The Sum is private company therefore does not currently have an official ticker symbol
See more information about The Sum Employees

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