Start Free Trial
Pricing
Log In
Log In
Upgrade browser for full Crunchbase experience. You're accessing Crunchbase in a browser that is no longer supported.
Learn More
Wernick Spear Wealth Managers Logo
Wernick Spear Wealth Managers CB Rank
647441
Heat Score
58
Wernick Spear Wealth Managers is a financial planning firm that offers strategic investment, wealth management, and advisory services.
Founded
obfuscation
Private Beachwood, Ohio, United States1-10 www.wswealthmanagers.com/
Advice
Financial Services
Insurance
Retirement
Wealth Management
Overview

Wernick Spear Wealth Managers
Heat Score
58

Growth Score
pts
in past quarter
Heat Score 58
4 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
Lorem ipsum dolor sit amet, consectetur
Raised Funding Round
Jan 1, 1970
Lorem ipsum dolor sit amet, consectetur
Raised Funding Round
Jan 1, 1970
Lorem ipsum dolor sit amet, consectetur
See more interactive data and historical milestones on desktop for the best experience

About Wernick Spear Wealth Managers

CB Rank
647441
Wernick Spear Wealth Managers is a financial planning firm that offers strategic investment, wealth management, and advisory services.
Founded
obfuscation
Private Beachwood, Ohio, United States1-10 www.wswealthmanagers.com/
Advice
Financial Services
Insurance
Retirement
Wealth Management

Key People

Details

Operating Status Active
Company Type For Profit
Phone Number +1 216-282-3378
Contact Email j.thorne@wswealthmanagers.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Financial Planning Services
Services that develop customized financial strategies and portfolios to help clients achieve their financial goals.
Investment Management
Management of client investment portfolios including asset allocation and selection of securities to meet financial objectives.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
  • Export up to 2k results/month for analysis
  • Track market signals on competitors, products, and R&D
  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Employee Profiles 1 Contacts 3

Employee Profiles

News
Technology
View Tech Report

IT Spend

$70.1KThis year, Wernick Spear Wealth Managers is projected to spend $70.1K on IT, according to Aberdeen.

Active Website Tech Count

22Wernick Spear Wealth Managers is actively using 22 technologies for its website, according to BuiltWith. These include Viewport Meta, IPhone / Mobile Compatible, and  Apple Mobile Web Clips Icon.
Sub-Organizations
Frequently Asked Questions

Where is Wernick Spear Wealth Managers's headquarters? Wernick Spear Wealth Managers is located in Beachwood, Ohio, United States.Who are Wernick Spear Wealth Managers's competitors? Alternatives and possible competitors to Wernick Spear Wealth Managers may include HighTower Advisors, Cerity Partners, and  Wealth Enhancement Group.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
Terms of Service | Privacy Policy | Sitemap | © 2026 Crunchbase Inc. All Rights Reserved.
(411cf44 1)
|