Sullivan Schlieman Wealth Management

  • Financial Services
  • Alpharetta GA
  • 13 employees
  • Financial Services
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Company Overview

Headquarters
5755 North Point Pkwy Suite 207, Alpharetta GA
Website
sswmllc.com
Phone
(678) 867-0500
Employees
13
Founded in
2008
Industry
Financial Services
NAICS Code
NAICS Code 56111 Companies
NAICS Code 561110 Companies
NAICS Code 5611 Companies
NAICS Code 561 Companies
NAICS Code 56 Companies
SIC Code
SIC Code 874 Companies
SIC Code 87 Companies
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Financials & Stats

Revenue

$3B

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Who is Sullivan Schlieman Wealth Management

Sullivan & Schlieman Wealth Management, LLC is a wealth planning firm based in Alpharetta, Georgia. The company is owned and operated as a Limited Liability Company (LLC) and employs 13 people. Sullivan & Schlieman Wealth Management provides comprehensive financial planning services to affluent individuals and families. Their services are designed to help clients plan for and achieve their financial goals. The firm boasts over 150 years of combined industry experience, allowing them to develop personalized plans tailored to each client's unique needs. Founded by Andrew Sullivan, CFP®, and Josh Schlieman, CFP®, the company emphasizes building long-lasting relationships with clients through hard work, transparency, and a collaborative approach. This dedication has resulted in multi-generational client relationships spanning over 20 years. For more information about Sullivan & Schlieman Wealth Management, LLC, visit their website at sswmllc.com or contact them at 678-867-0500. Securities and Advisory services are offered through LPL Financial, a Registered Investment Advisor.

Sullivan Schlieman Wealth Management Industry Tags

Financial Services
Financial Advisory Services
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FAQ

What is the location of Sullivan Schlieman Wealth Management's headquarters?
The headquarters of Sullivan Schlieman Wealth Management are situated at 5755 North Point Pkwy Suite 207, Alpharetta GA
What is Sullivan Schlieman Wealth Management's phone number?
Sullivan Schlieman Wealth Management's contact number is (678) 867-0500.
What is Sullivan Schlieman Wealth Management's official website?
The official website of Sullivan Schlieman Wealth Management can be found at sswmllc.com.
What is Sullivan Schlieman Wealth Management's current revenue?
As of March 2015, Sullivan Schlieman Wealth Management's annual revenue reached $3B.
How many employees does Sullivan Schlieman Wealth Management currently have?
Sullivan Schlieman Wealth Management employs approximately 13+ people as of March 2015
Which industries is Sullivan Schlieman Wealth Management primarily operating in?
Sullivan Schlieman Wealth Management operates in the following industries: Finance, Credit
What are Sullivan Schlieman Wealth Management's industry tags?
Sullivan Schlieman Wealth Management's industry tags include: Financial Services, Financial Advisory Services
When was Sullivan Schlieman Wealth Management founded?
Sullivan Schlieman Wealth Management was founded in 2008.

Employee Directory

Key Employees

Andrew Sullivan

Managing Partner and Wealth Advisor

Phone Email

Davis Culwell

AVP, Wealth Plan and Client Services

Phone Email

Emily Morgan

VP Operations

Phone Email

Kait Mathis

Operations Associate

Phone Email

Katie Sullivan

Marketing Coordinator

Phone Email