Cirrus Wealth Management

  • Financial Services
  • Seven Hills OH
  • 3 employees
  • Financial Services
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Company Overview

Headquarters
6060 Rockside Woods Blvd, Seven Hills OH
Website
cirruswealth.com
Phone
(216) 503-9310
Employees
3
Founded in
2015
Industry
Financial Services
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Financials & Stats

Revenue

$100B

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Who is Cirrus Wealth Management

Cirrus Wealth Management is a relatively small financial services firm based in Seven Hills, Ohio. With a team of three employees, the company has achieved significant success, generating over $100 million in revenue. Cirrus Wealth Management focuses on providing comprehensive financial services to individuals and families throughout their lives. They aim to help clients achieve their financial goals and live fulfilling lives by developing personalized wealth management strategies. As of July 31, 2023, Cirrus Wealth Management became part of Sequoia Financial Group. For more information, visit their website at cirruswealth.com or follow them on social media through Sequoia Financial Group.

Cirrus Wealth Management Industry Tags

Wealth Management
Financial Planning
Estate Planning
Business and Succession Planning
Investments
Life Insurance
College Planning
Legacy Planning
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Companies Similar to Cirrus Wealth Management

Analyze industry trends and opportunities by examining competitors and companies comparable to Cirrus Wealth Management, including their performance metrics, financials, growth dynamics, and competitive benchmarks.

Company Name Revenue Number of Employees Location Founded in
100M 193 West Palm Beach, FL 1993
100M 548 Uniondale, NY 1929
100M 386 Naperville, IL 1977
100M 50 Mount Laurel, NJ 1997
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FAQ

What is the location of Cirrus Wealth Management's headquarters?
The headquarters of Cirrus Wealth Management are situated at 6060 Rockside Woods Blvd, Seven Hills OH
What is Cirrus Wealth Management's phone number?
Cirrus Wealth Management's contact number is (216) 503-9310.
What is Cirrus Wealth Management's official website?
The official website of Cirrus Wealth Management can be found at cirruswealth.com.
What is Cirrus Wealth Management's current revenue?
As of May 2019, Cirrus Wealth Management's annual revenue reached $100B.
How many employees does Cirrus Wealth Management currently have?
Cirrus Wealth Management employs approximately 3+ people as of May 2019
Which industries is Cirrus Wealth Management primarily operating in?
Cirrus Wealth Management operates in the following industries: Finance, Credit
What are Cirrus Wealth Management's industry tags?
Cirrus Wealth Management's industry tags include: Wealth Management, Financial Planning, Estate Planning
When was Cirrus Wealth Management founded?
Cirrus Wealth Management was founded in 2015.

Employee Directory

Key Employees

Joe Heider

President

Phone Email

Mark Bonhard

Financial Advisor

Phone Email