Wealth Management Group

Finance · Kansas, United States · 51-200 Employees

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Overview

Headquarters

10851 Mastin St Ste 120, Overland Park, ...

Phone Number

(913) 649-4121

Revenue

$12.1 Million

Industry

Finance Securities Trading Lending & Brokerage

About Wealth Management Group

Wealth Management Group of KC provides comprehensive wealth guidance tailored to families, focusing on creating and protecting total wealth. Established in 1982, the firm employs a consultative process to develop customized financial strategies that align with clients' passions and dreams. Their services include wealth transfer, enhancement, protection, and family life planning, aimed at achieving financial freedom while mitigating risks. The company serves clients in various states, offering resources and tools to facilitate informed financial decisions.Explore more
Wealth Management Group's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Wealth Management Group Org Chart

PhoneEmail
GN
United States flag for contact location.

Wealth Advisor

PhoneEmail
JP
United States flag for contact location.

James A Powers, Cfp, Crpc, Cka Wealth Advisor

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Wealth Management Group

$12.1M
51-200
Private
-
1997
GN
Gary NagelWealth Advisor
$24.1M
51-200
Private
-
2008
AH
Anabel HopkinsPainting Artisan
$15.4M
201-500
Private
-
1995
DM
Daniel MahoneySenior Vice President
$13.9M
51-200
Private
$66.5M
1978
HB
Henry BieberExecutive Vice President
$13.2M
51-200
Private
-
1957
MT
Mark TraubChief Operating Officer & Chief Operations Officer
$12.5M
51-200
Private
-
1984
N/A
<$5M
11-50
Private
<$5M
1997
TG
Tammi GrafDirector, Design
Illustration of an envelope

Wealth Management Group Tech Stack

A closer look at the technologies used by Wealth Management Group

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Frequently Asked Questions Regarding Wealth Management Group

What is Wealth Management Group's official website?
Wealth Management Group's official website is www.wealthmangroup.com
What is Wealth Management Group's Revenue?
Wealth Management Group's revenue is $12.1 Million
What is Wealth Management Group's SIC code?
Wealth Management Group's SIC: 62,628
What is Wealth Management Group's NAICS code?
Wealth Management Group's NAICS: 52,523
How many employees does Wealth Management Group have?
Wealth Management Group has 51-200 employees
What industry does Wealth Management Group belong to?
Wealth Management Group is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Wealth Management Group competition?
Wealth Management Group top competitors include: Indiana Artisan, 360 Financial, Hurst Design Build Remodeling, Savant Investment Advisers
What technology does Wealth Management Group use?
Some of the popular technologies that Wealth Management Group uses are: Cloudflare Website Optimization, Google Universal Analytics, Smarsh, Datadog
How do I contact Wealth Management Group?
Wealth Management Group contact info: Phone number: (913) 649-4121 Website: www.wealthmangroup.com
What does Wealth Management Group do?

Wealth Management Group of KC provides comprehensive wealth guidance tailored to families, focusing on creating and protecting total wealth. Established in 1982, the firm employs a consultative process to develop customized financial strategies that align with clients' passions and dreams. Their services include wealth transfer, enhancement, protec... tion, and family life planning, aimed at achieving financial freedom while mitigating risks. The company serves clients in various states, offering resources and tools to facilitate informed financial decisions.Read More

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

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