Company Overview
- Headquarters
- 31700 Middlebelt Rd. Ste 130, Farmington Hills MI
- Website
- wassermanwealth.com
- Phone
- (248) 626-3900
- Employees
- 1
- Founded in
- 2003
- Industry
- Investment Bank/Securities Brokerage
Financials & Stats
Revenue
$3B
Who is Wasserman Wealth Management
Wasserman Wealth Management, LLC, is a wealth management firm located in Farmington Hills, Michigan. Founded in 2003, the firm employs four individuals and generates approximately $2.5 million in annual revenue. Wasserman Wealth Management joined Buckingham Strategic Wealth, a nationwide firm headquartered in St. Louis, Missouri, on March 1st, 2024. Wasserman Wealth Management provides comprehensive wealth management services to clients, leveraging Buckingham's resources, back-office management, and expertise. Their services encompass financial planning, investment management, tax planning, estate planning, charitable planning, and insurance planning. A unique aspect of Wasserman Wealth Management is the firm's principals' expertise as Certified Public Accountants (CPAs). This allows them to offer clients a specialized approach, combining financial and tax knowledge to address their needs comprehensively. Clients can connect with Wasserman Wealth Management through their website, wassermanwealth.com.
Company Leadership
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| 3M | 4 | |||
| 3M | 9 | |||
| 3M | 3 | 2016 | ||
| 3M | 55 | Drummondville, MD | 2007 | |
| 3M | 3 | New York, NY |