Wealth Design Group

Finance · Texas, United States · 51-200 Employees

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Overview

Headquarters

3040 Post Oak Blvd Ste 400, Houston, Tex...

Phone Number

(281) 220-2700

Revenue

$27.8 Million

Industry

Finance Securities Trading
ZI Rank: 2
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ZI Rank
2
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About Wealth Design Group

Wealth Design Group empowers individuals and families to invest in their life's purpose through personalized coaching and investment knowledge based on proven Nobel Prize-winning principles. Their services include wealth protection, investment strategies, tax optimization, and financial planning tailored to clients' evolving needs. The company aims to inspire clients to define their true purpose for wealth accumulation and maintain discipline in their financial journey. They host events and coaching sessions to further educate and support their clients in achieving financial freedom and abundance.Explore more
Wealth Design Group's Social MediaPopular SearchesWealth Design Group LLCWealth Design GroupWealth Design Group IncWealthdesigngroup NetWealth Design StrategiesSIC Code 62,628NAICS Code 52,523Show more

Wealth Design Group Org Chart

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Tara Ray, Chief Operating Officer at Wealth Design Group
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Chief Operating Officer

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President. RICP, CLU, ChFC

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President

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President

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Wealth Design Group

$27.8M
51-200
Private
<$5M
2004
Tara Ray, Chief Operating Officer at Wealth Design Group
Tara RayChief Operating Officer
$86.1M
51-200
Private
<$5M
1986
$19.9M
51-200
Private
-
2010
WW
William WestFinancial Services Representative
$17.5M
51-200
Private
-
2002
$8.7M
11-50
Private
-
-
SS
Stacy SachsFinancial Advisor
$7.6M
51-200
Private
-
2010
JC
John CoulsonChief Information Officer
<$5M
51-200
Private
-
2012
Joe Pender, President & Chief Executive Officer at Alliance Financial Group
Joe PenderPresident & CEO
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Wealth Design Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Wealth Design Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Wealth Design Group.

Wealth Design Group financials insights

Gather financial insights about Wealth Design Group, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2021

Debt

$55K

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Wealth Design Group Tech Stack

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Top Finance Companies

Frequently Asked Questions Regarding Wealth Design Group

What is Wealth Design Group's official website?
Wealth Design Group's official website is www.wealthdesigngroup.net
What is Wealth Design Group's Revenue?
Wealth Design Group's revenue is $27.8 Million
What is Wealth Design Group's SIC code?
Wealth Design Group's SIC: 62,628
What is Wealth Design Group's NAICS code?
Wealth Design Group's NAICS: 52,523
How many employees does Wealth Design Group have?
Wealth Design Group has 51-200 employees
What industry does Wealth Design Group belong to?
Wealth Design Group is in the industry of: Finance, Securities Trading
What is Wealth Design Group competition?
Wealth Design Group top competitors include: Alliance Financial Group, Delmarva Wealth Management, Clinton Davis Financial Services, Harris Financial Group
What technology does Wealth Design Group use?
Some of the popular technologies that Wealth Design Group uses are: Cloudflare Website Optimization, Google Universal Analytics, Google Tag Manager, FMG Suite
How do I contact Wealth Design Group?
Wealth Design Group contact info: Phone number: (281) 220-2700 Website: www.wealthdesigngroup.net
What does Wealth Design Group do?

Wealth Design Group empowers individuals and families to invest in their life's purpose through personalized coaching and investment knowledge based on proven Nobel Prize-winning principles. Their services include wealth protection, investment strategies, tax optimization, and financial planning tailored to clients' evolving needs. The company aims... to inspire clients to define their true purpose for wealth accumulation and maintain discipline in their financial journey. They host events and coaching sessions to further educate and support their clients in achieving financial freedom and abundance.Read More

What are Wealth Design Group social media links?
Wealth Design Group Linkedin page Wealth Design Group Twitter page Wealth Design Group Facebook page
Is Wealth Design Group a public company?
Wealth Design Group is private company therefore does not currently have an official ticker symbol
See more information about Wealth Design Group

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