Insights

Industry Recognition Linscomb Wealth has been recognized as a finalist in the WealthManagement.com Industry Awards 2025, highlighting its innovative family office initiatives and strong market positioning. This recognition presents opportunities to collaborate on exclusive high-net-worth client solutions.

Next-Gen Focus The launch of The Linscomb Fellowship demonstrates the firm’s commitment to developing future financial advisors, indicating an interest in advanced training tools and Tech-enabled advisory solutions to enhance client service and operational efficiency.

Investment Strategy Linscomb Wealth has active investments in technology giants like IBM and Tesla, reflecting a strategic interest in innovative industries. This insight suggests potential for tailored investment products or services aligned with client preferences in technology and sustainability.

Client Service Expansion With a recent emphasis on enhancing family office services for ultra-high-net-worth clients, Linscomb is targeting sophisticated wealth preservation and estate planning market segments, indicating sales opportunities around luxury financial planning, estate solutions, and exclusive investment offerings.

Financial Scale Operating within the $25 million to $50 million revenue range and employing a team of 51-200 professionals, Linscomb Wealth presents a balanced profile ideal for scalable service solutions, advisory tools, and technology upgrades tailored to mid-sized wealth management firms.

Linscomb Wealth Tech Stack

Linscomb Wealth uses 8 technology products and services including eMoney, Fastly, Apple iCloud Mail, and more. Explore Linscomb Wealth's tech stack below.

  • eMoney
    Accounting
  • Fastly
    Content Delivery Network
  • Apple iCloud Mail
    Email
  • Microsoft Word
    Office Suites
  • LinkedIn
    Online Community Software
  • X-Content-Type-Options
    Web & Portal Technology
  • Contact Form 7
    Web Platform Extensions
  • Apache
    Web Servers

Media & News

Linscomb Wealth's Email Address Formats

Linscomb Wealth uses at least 2 format(s):
Linscomb Wealth Email FormatsExamplePercentage
FLast@linscomb-williams.comJDoe@linscomb-williams.com
100%

Frequently Asked Questions

Where is Linscomb Wealth's headquarters located?

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Linscomb Wealth's main headquarters is located at 1333 West Loop South, Suite 1500. The company has employees across 1 continents, including North America.

What is Linscomb Wealth's phone number?

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You can contact Linscomb Wealth's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Linscomb Wealth's official website and social media links?

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Linscomb Wealth's official website is linscombwealth.com and has social profiles on LinkedIn.

What is Linscomb Wealth's NAICS code?

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Linscomb Wealth's NAICS code is 52 - Finance and Insurance.

How many employees does Linscomb Wealth have currently?

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As of December 2025, Linscomb Wealth has approximately 60 employees across 1 continents, including North America. Key team members include Chief Operations Officer: D. T.Chief Investment Officer: R. P.Chief Investment Officer: W. C.. Explore Linscomb Wealth's employee directory with LeadIQ.

What industry does Linscomb Wealth belong to?

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Linscomb Wealth operates in the Financial Services industry.

What technology does Linscomb Wealth use?

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Linscomb Wealth's tech stack includes eMoneyFastlyApple iCloud MailMicrosoft WordLinkedInX-Content-Type-OptionsContact Form 7Apache.

What is Linscomb Wealth's email format?

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Linscomb Wealth's email format typically follows the pattern of FLast@linscomb-williams.com. Find more Linscomb Wealth email formats with LeadIQ.

When was Linscomb Wealth founded?

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Linscomb Wealth was founded in 1971.

Linscomb Wealth

Financial ServicesTexas, United States51-200 Employees

Linscomb Wealth (LW) is a fee-only, wealth management firm, offering holistic investment and financial planning services. LW was founded in 1971 and is headquartered in Houston, Texas, with offices in Birmingham, Alabama; Huntsville, Alabama; Atlanta, Georgia; Austin, Texas; and The Woodlands, Texas. LW is a registered investment advisor (RIA) providing tailored planning and investing strategies aimed at helping investors grow and preserve their wealth during life's many unique stages. Through a dedicated committee and collaborative team approach, LW aims to deliver exceptional service and expert advice. The firm's advisors have various backgrounds in law, investments, tax, accounting and/or financial planning. Linscomb Wealth is a wholly owned subsidiary of Cadence Bank. Visit Linscomb Wealth to learn more about the firm.

Social Media Disclosures: http://linscombwealth.com/wp-content/uploads/2024/12/Linscomb-Wealth_Social-Media-Disclosures.pdf

Important Disclosures: https://linscombwealth.com/wp-content/uploads/2025/06/Linscomb-Wealth_Important-Disclosures-6-9-2025.pdf

Section iconCompany Overview

Headquarters
1333 West Loop South, Suite 1500
Phone number
NAICS Code
52 - Finance and Insurance
Founded
1971
Employees
51-200

Section iconFunding & Financials

  • $25M$50M

    Linscomb Wealth's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    Linscomb Wealth's revenue is estimated to be in the range of $25M$50M

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