Special Reports

95. Southern Wealth Management

Southern Wealth Management

Southern Wealth Management, based in Dallas, TX, is ranked No. 95 on the 2021 CNBC Financial Advisor 100 list. This is the firm's first appearance on CNBC's FA 100 list.

Total AUM: $3.4B+

Years in Business: 16

Accounts Under Management: 232

Previous appearances on FA 100 List: 0

Principal:

Tom Gile, Partner

Phillip deBruyn, Partner

Contact:

southernwealth.com

5005 LBJ Freeway, Suite 1313, Dallas, TX 75244

(972) 661-4600

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