JL Smith Holistic Wealth Management Information
Summary
JL Smith Holistic Wealth Management is a private company. The company currently specializes in the Financial Services area. Its headquarters is located at Avon, Ohio, USA. The number of employees ranges from 25 to 100. The annual revenue of JL Smith Holistic Wealth Management varies between 5.0M and 25M. To connect with JL Smith Holistic Wealth Management employee register on SignalHire.
Organization Website | jlsmithgroup.com |
Social Links |  |
Phone Number | 844-557-9181 |
Industries | |
Headquarters Location | 30400 Detroit Road, Westlake, OH, 44145 US |
Employees Size | 10-50 employees |
Specialties | Tax Management, Investment Management, Retirement Strategies, Estate Conservation, Insurance Planning, Retirement Income Planning, Estate Planning, Tax Planning, Wealth Planning, Wealth Management, Medicare Planning, Taxes in Retirement |
SIC Code | 6189, 6282, 6199 |
DMA Code | Cleveland Metropolitan Area |
Founded | 1995 |
Estimated Annual Revenue | $5.0M - 25M |
Operating Status | Independent Company |
Estimated Website Traffic
The chart shows a decline in traffic to the jlsmithgroup.com website. In December, traffic decreased to 488, compared to 489 in the previous month. The highest traffic in 2025 was recorded in November, reaching 489 visits.
Employees Turnover 4 quarter 2025
Number of employees switched from or switched to
Length of Employment
Employee tenure at JL Smith Holistic Wealth Management shows a diverse range of experience levels:
9% have been with the company for less than 1 year13% for 1–2 years17% for 3–4 years17% for 5–7 years4% for 8–10 years39% have over 11 years of service at JL Smith Holistic Wealth ManagementEx-employees positions
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