Cause IQ vendor profile

Southern Wealth Management LLP


Southern Wealth Management LLP is a firm that provides tax accounting to nonprofit clients. They primarily provide their services regionally, with most clients in Louisiana (although they are present in other states as well).

Most Southern Wealth Management LLP clients are grantmaking foundations with revenues ranging from $192,421 to $192,421.

Primary location:
San Antonio, TX
Clients in:
TX, LA
Identified clients:
1
Avg client size:
$707 thou revenue
Median client size:
$141 thou revenue

Southern Wealth Management LLP client list

  Name Type Location
1 Godchaux Bros Charitable Foundation 501(c)(3) Abbeville, LA

Southern Wealth Management LLP competitors

Competitors to Southern Wealth Management LLP in the nonprofit sector include Cullari Carrico Soojian Burke LLC, Meyer Regan and Wilner LLP, Arnold Gallivan Levesque PC, RLH CPAs and Business Advisors LLC, Romberger Wilson and Beeson Inc, Byeman and Cleary CPAs, Hinricher Douglas and Porter LLP, Agh LLC, HSMC Orizon LLC, and Mcpherson Breyfogle Daveline and Goodrich.

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