Cirrus Wealth Management Employee Directory

Financial ServicesOhio, United States2-10 Employees

Cirrus Wealth Management operates within the financial services sector and is based in Cleveland, Ohio. The firm supports clients across the wealth continuum, aiming to help individuals and families plan for their future through its advisory services. As a small firm, Cirrus is connected to Sequoia Financial Group, reflecting its integration within a larger network and broader platform, and its activities appear to be aligned with wealth management services offered in the United States. The company’s location is tied to the Cleveland area, and its contemporary affiliation with Sequoia indicates an ongoing evolution and expansion within the advisory space. A notable recent development involves the broader Sequoia Financial Group's announcements and strategic moves, including leadership changes and acquisitions, which may influence Cirrus’s operating context but do not alter its fundamental service focus.

Sign up for free to view info

Company overview Email format