LeadIQ logo
Learn more at LeadIQ.com
Allen Wealth Management logo

Allen Wealth Management Employee Directory

Financial ServicesNorth Carolina, United States2-10 Employees

Allen Wealth Management is a financial services firm based in Boone, North Carolina, offering personalized financial planning and investment guidance. The firm emphasizes a hands-on approach that focuses on understanding clients’ needs, goals, and attitudes toward investing to develop tailored plans for both near-term and retirement scenarios. Securities are offered through Raymond James Financial Services, Inc., while Allen Wealth Management, LLC operates independently and provides investment advisory services directly to clients.

Find Allen Wealth Management employees' phone numbers or email addresses

Allen Wealth Management Global Highlights

Location
Employees

North America
11

Minus sign iconPlus sign icon
  • United States Of America
    10
  • Canada
    1

Europe
2

Minus sign iconPlus sign icon
  • United Kingdom Of Great Britain And Northern Ireland
    2

Allen Wealth Management's Leadership

  • Stylized image of a person
    G. N. D. P.
    Managing Director
    Phone icon
    Mobile Phone

Allen Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Allen Wealth Management

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    G. N. D. P.
    Managing Director
    Phone icon
    Mobile Phone
    United KingdomBrighton and Hove
    Feb 17, 2026

Frequently Asked Questions

What is Allen Wealth Management known for?

Minus sign iconPlus sign iconAllen Wealth Management was founded in 2000 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-828-268-****
. Explore Allen Wealth Management's company overview page for more information.

What is Allen Wealth Management's most common email format?

Minus sign iconPlus sign iconAllen Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Allen Wealth Management email formats with LeadIQ.

How many employees does Allen Wealth Management have currently?

Minus sign iconPlus sign iconAllen Wealth Management has approximately 7 employees as of July 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Allen Wealth Management's key employees and leadership?

Minus sign iconPlus sign icon

As of July 2026, Allen Wealth Management's key employees include:

  • Managing Director: G. N. D. P.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.