Sugarloaf Wealth Management, LLC is an independent comprehensive financial planning/Registered Investment Advisory firm. We offer highly-personalized services for each client realizing that each client brings a unique set of circumstances and experiences to the table. We strive to achieve planning success by providing creative solutions based on each client’s needs.
View Top Employees from Sugarloaf Wealth Management| Website | http://www.swmllc.com |
| Revenue | $8 million |
| Employees | 13 (13 on RocketReach) |
| Founded | 1989 |
| Address | 3651 Mars Hill Rd Unit 1000A, Watkinsville, Georgia 30677, US |
| Phone | (770) 985-5473 |
| Fax | (770) 972-0534 |
| Technologies |
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| Industry | Investment Management, Finance General, Assett Management, Finance, Family Office Services, Estate and Wealth Transfer, Tax Planning |
| Web Rank | 23 Million |
| Competitors | Altum Wealth Advisors, Bayntree Wealth Advisors, Covenant Wealth Advisors, Selkirk Wealth Advisors, LLC, Waterford Advisors, LLC |
| SIC | SIC Code 87 Companies, SIC Code 874 Companies |
| NAICS | NAICS Code 561 Companies, NAICS Code 5611 Companies, NAICS Code 56 Companies, NAICS Code 56111 Companies, NAICS Code 561110 Companies |
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Sugarloaf Wealth Management Questions
The Sugarloaf Wealth Management annual revenue was $8 million in 2024.
Christina Miller Rodriguez is the Director of Client Service of Sugarloaf Wealth Management.
13 people are employed at Sugarloaf Wealth Management.
Sugarloaf Wealth Management is based in Watkinsville, Georgia.
The NAICS codes for Sugarloaf Wealth Management are [561, 5611, 56, 56111, 561110].
The SIC codes for Sugarloaf Wealth Management are [87, 874].
Top Sugarloaf Wealth Management Employees
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15+
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ViewPreston Henry
Director of Financial Planning at Sugarloaf Wealth Management
Watkinsville, Georgia, United States24 -
25+
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Sherri Lancaster
Client Relationship and Licensed Operations Manager at Sugarloaf Wealth Management
Lawrenceville, GA, US21 -
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11
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ViewPreston Henry
Director of Financial Planning and Investments at Sugarloaf Wealth Management
Watkinsville, GA, US1
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