Southern Wealth Management, based in Dallas, TX, is ranked No. 47 on the 2023 CNBC Financial Advisor 100 list. The firm also appeared on last year's FA 100 list.
Total AUM: $2.3B (AccuPoint Solutions)
Years in Business: 18 (AccuPoint Solutions)
Accounts Under Management: 2,061 (AccuPoint Solutions)
Previous appearances on FA 100 List: 2 (No. 43 in 2022)
Principals:
Richard Jones, President & Chief Executive Officer
Money Report
Tom Gile, Partner
Mike Olson, Partner
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Philip de Bruyn, Partner
Contact:
5005 LBJ Freeway, Suite 1313, Dallas, TX 75244
(972) 661-4600
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