Southern Wealth Management | Investor profile | Foundersuite

Investor info

Type

Registered Investment Advisors

Stage focus

Seed Round

Industry focus

Description

Southern Wealth Management is a private wealth management firm that provides financial planning, investment management, trust, and estate services to individuals, families, and institutions, focusing on preserving and enhancing clients’ long-term financial security.

Previous investments

Company
Amount
Round

Example example company Inc
1000000
Investor meetings
Company & Company
11000000
Series C funding
Example
524000
Seed round A

Connected people

Email visible after logging in

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