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Sullivan & Schlieman Wealth Management, LLC

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sullivan & schlieman wealth management, llc is a comprehensive wealth planning firm established to serve affluent individuals and their families in an effort to plan for and achieve their financial goals. with a combined total of over 150 years of industry experience, we have the expertise to develop a plan that is specific to your needs. sullivan & schlieman wealth management, llc was founded by andrew sullivan, cfp®, and josh schlieman, cfp®. with the help of a committed staff, josh and andrew earn their clients’ trust through hard work, open and honest discussion, and their team’s collaborative effort to exceed client expectations. as a result of earning their clients’ trust, andrew and josh have established client relationships that are multi-generational, lasting over 20 years. should you have any questions or would like to learn more about our firm, please feel free to visit our website or contact us at 678-867-0500. we look forward to hearing from you! securities and advisory se

Headquarters:
5755 North Point Parkway, Suite 207, Alpharetta, Georgia, United States, 30022
Industry:
Financial Services
Founded:
2008
Employees:
13
Annual Revenue:
-
Type: Private
Ticker: -
United States 12
Estate PlanningInsurance & Liability ManagementFamily Needs PlanningCharitable GivingComprehensive Financial PlanningEducation PlanningRetirement Planning
SIC Code: 62Major Group: Security and Commodity Brokers, Dealers, Exchanges, and ServicesIndustry Group: Industry Sector:
NAICS Code: 5239Sector: Finance and InsuranceSub Sector: Securities, Commodity Contracts, and Other Financial Investments and Related ActivitiesIndustry Group: Other Financial Investment ActivitiesNAICS Industry: National Industry:

Frequently asked questions about Sullivan & Schlieman Wealth Management, LLC

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Where is Sullivan & Schlieman Wealth Management, LLC located?

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Sullivan & Schlieman Wealth Management, LLC's headquarters is located at 5755 North Point Parkway, Suite 207, Alpharetta, Georgia, United States, 30022

What is Sullivan & Schlieman Wealth Management, LLC's official website?

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Sullivan & Schlieman Wealth Management, LLC's official website is sullivanandschlieman.com

What is Sullivan & Schlieman Wealth Management, LLC's SIC code?

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SIC Code: 62Major Group: Security and Commodity Brokers, Dealers, Exchanges, and ServicesIndustry Group: Industry Sector:

What is Sullivan & Schlieman Wealth Management, LLC's NAICS code?

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NAICS Code: 5239Sector: Finance and InsuranceSub Sector: Securities, Commodity Contracts, and Other Financial Investments and Related ActivitiesIndustry Group: Other Financial Investment ActivitiesNAICS Industry: National Industry:

How many employees does Sullivan & Schlieman Wealth Management, LLC have?

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Sullivan & Schlieman Wealth Management, LLC has 13 employees

What industry does Sullivan & Schlieman Wealth Management, LLC belong to?

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Sullivan & Schlieman Wealth Management, LLC is in the industry of: Financial Services

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Sullivan & Schlieman Wealth Management, LLC Linkedin page

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Distro — Free Sales Engagement Platform

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