Insights

Niche Market Focus Longhorn Wealth Management Group primarily serves University of Texas alumni, employees, and their families, representing a targeted niche market that values personalized, community-oriented financial services. This offers opportunities to develop tailored outreach strategies focusing on this demographic's specific financial needs and loyalty.

Comprehensive Wealth Services The firm offers a range of fee-only, fee-or-commission, and consulting services, presenting an opportunity to cross-sell advanced financial planning, insurance, and investment products to existing clients, enhancing wallet share through personalized, unbiased advice.

Local and Digital Presence With a focus on Texas and a digital tech stack including tools like Hotjar and Cloudflare, the company is positioned to expand its digital marketing and online engagement efforts targeting UT alumni networks and local community events for increased client acquisition.

Growth Potential Operating with a relatively small team of 2-10 employees and revenues between 1M and 10M, Longhorn Wealth Management Group offers scalability opportunities through technology-driven marketing, strategic partnerships, and expanding service offerings to attract more high-net-worth clients seeking tailored wealth management solutions.

Competitive Positioning As a boutique firm with a strong affiliation to UT and a committed long-term relationship approach, there is a clear differentiation from larger competitors like Charles Schwab or Fidelity, allowing targeted marketing to community-oriented clients who prefer personalized service over scale.

Longhorn Wealth Management Group Tech Stack

Longhorn Wealth Management Group uses 8 technology products and services including Hotjar, Cloudflare, FMG Suite, and more. Explore Longhorn Wealth Management Group's tech stack below.

  • Hotjar
    Analytics
  • Cloudflare
    Content Management System
  • FMG Suite
    Content Marketing
  • Google Fonts API
    Font Scripts
  • jQuery
    Javascript Libraries
  • Awesomplete
    Javascript Libraries
  • Site24x7
    Real User Monitoring
  • Bootstrap
    UI Frameworks

Media & News

Longhorn Wealth Management Group's Email Address Formats

Longhorn Wealth Management Group uses at least 1 format(s):
Longhorn Wealth Management Group Email FormatsExamplePercentage
First.Last@longhornwealth.netJohn.Doe@longhornwealth.net
100%

Frequently Asked Questions

Where is Longhorn Wealth Management Group's headquarters located?

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Longhorn Wealth Management Group's main headquarters is located at 1701 Iowa Drive Plano, Texas 75093 United States. The company has employees across 1 continents, including North America.

What is Longhorn Wealth Management Group's phone number?

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You can contact Longhorn Wealth Management Group'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 Longhorn Wealth Management Group's official website and social media links?

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Longhorn Wealth Management Group's official website is longhornwealth.net and has social profiles on LinkedIn.

What is Longhorn Wealth Management Group's NAICS code?

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Longhorn Wealth Management Group's NAICS code is 52 - Finance and Insurance.

How many employees does Longhorn Wealth Management Group have currently?

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As of April 2026, Longhorn Wealth Management Group has approximately 6 employees across 1 continents, including North America. Key team members include Marketing And Communications Manager: G. R.Accounting Consultant: T. S.Planning & Solutions Coordinator: K. C.. Explore Longhorn Wealth Management Group's employee directory with LeadIQ.

What industry does Longhorn Wealth Management Group belong to?

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Longhorn Wealth Management Group operates in the Financial Services industry.

What technology does Longhorn Wealth Management Group use?

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Longhorn Wealth Management Group's tech stack includes HotjarCloudflareFMG SuiteGoogle Fonts APIjQueryAwesompleteSite24x7Bootstrap.

What is Longhorn Wealth Management Group's email format?

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Longhorn Wealth Management Group's email format typically follows the pattern of First.Last@longhornwealth.net. Find more Longhorn Wealth Management Group email formats with LeadIQ.

When was Longhorn Wealth Management Group founded?

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Longhorn Wealth Management Group was founded in 2014.

Longhorn Wealth Management Group

Financial ServicesTexas, United States2-10 Employees

What You Started There, We Fulfill Here

Whether your dreams and desires are those you envisioned while first attending or working at The University of Texas, or are more recent developments, we are committed to making them a reality for you, your family, your business, and your legacy. Longhorn Wealth Management Group shares that unique Texas pride and passion with you, and it drives us to provide you the “UTmost” in comprehensive wealth management services to help you achieve all of your prosperity goals.

Our firm specializes in providing comprehensive wealth management services to University of Texas alumni, employees, family and friends. We work with our clients to creatively design, develop, defend and distribute their wealth and income in accordance with their prosperity needs, goals, and dreams. We accomplish this through offering our clients fee-only Strategic Wealth Planning Services, fee-or-commission-based Tactical Advisory Services and Consulting Fee Services. All our Services allow access to our unbiased expertise in analyzing, implementing and managing the “best of breed” investment and insurance solutions which are available today in the open marketplace of financial products and services.

Our firm's service levels are structured to earn and support long term client/family relationships that will embrace multiple generations, and they have achieved just that. We are proud of our UT heritage and we are passionate about having the opportunity to serve our fellow UT family members and friends. We look forward to visiting with you soon! Hook'em!!

Securities offered through Osaic Wealth, Inc., Member FINRA/SIPC. Advisory Services offered through Osaic Wealth, Inc. Longhorn Wealth Management Group and Osaic Wealth, Inc. are unaffiliated. This Advisor is Securities Licensed in: AL, AR, AZ, CA, CO, FL, LA, MN, NY, OK, PA, TX, VA, WA, & WV.

Section iconCompany Overview

Headquarters
1701 Iowa Drive Plano, Texas 75093 United States
Phone number
NAICS Code
52 - Finance and Insurance
Founded
2014
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    Longhorn Wealth Management Group's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Longhorn Wealth Management Group's revenue is estimated to be in the range of $1M$10M

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