Cirrus Wealth Management Employee Directory

Financial ServicesOhio, United States2-10 Employees

Newly Sequoia Financial Group since 07.31.23, We serve clients across the wealth continuum, enriching lives by helping individuals and families advance their chosen future. Follow us at Sequoia Financial Group.

Find Cirrus Wealth Management employees' phone numbers or email addresses

Cirrus Wealth Management Global Highlights

Location
Employees

North America
5

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  • United States Of America
    5

Cirrus Wealth Management's Leadership

  • Stylized image of a person
    B. S.
    Manager
    Phone icon
  • Stylized image of a person
    B. K.
    Client Service Specialist
    Phone icon
  • Stylized image of a person
    J. H.
    Financial Advisor
    Phone icon

Cirrus Wealth Management Employee Metrics

100%
50%
0%
2026
2025
2024
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Cirrus Wealth Management

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    B. S.
    Manager
    Phone icon
    Oct 22, 2024
  • Stylized image of a person
    B. K.
    Client Service Specialist
    Phone icon
    Oct 19, 2025
  • Stylized image of a person
    J. H.
    Financial Advisor
    Phone icon
    UNITED STATES
    Feb 09, 2024

Frequently Asked Questions

What is Cirrus Wealth Management known for?

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Cirrus Wealth Management was founded in 1991 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore Cirrus Wealth Management's company overview page for more information.

What is Cirrus Wealth Management's most common email format?

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Cirrus Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Cirrus Wealth Management email formats with LeadIQ.

How many employees does Cirrus Wealth Management have currently?

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Cirrus Wealth Management has approximately 4 employees as of January 2026. These team members are located across 1 continents, including North America.

Who are Cirrus Wealth Management's key employees and leadership?

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As of January 2026, Cirrus Wealth Management's key employees include:

  • Manager: B. S.
  • Client Service Specialist: B. K.
  • Financial Advisor: J. H.

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