LeadIQ logo
Learn more at LeadIQ.com
TFR Wealth Management, LLC logo

TFR Wealth Management, LLC Employee Directory

Financial ServicesTexas, United States2-10 Employees

TFR Wealth Management, LLC operates within the financial services sector, offering comprehensive wealth management and investment guidance intended to coordinate clients’ financial futures. The firm concentrates on placing clients’ interests first, aiming to be recognized for integrity by both clients and the surrounding community. Based in Plano, Texas, the organization serves a small professional team and appears to target individuals seeking coordinated, long-term financial planning and investment advice. A recent development noted in industry news involves a collaboration with Alphathena LLC to integrate AI-enhanced direct indexing workflows into its advisory practices, suggesting an emphasis on leveraging technology to support client objectives.

Find TFR Wealth Management, LLC employees' phone numbers or email addresses

TFR Wealth Management, LLC Global Highlights

Location
Employees

North America
16

Minus sign iconPlus sign icon
  • United States Of America
    16

TFR Wealth Management, LLC's Leadership

  • Stylized image of a person
    J. D.
    Managing Partner, Chief Investment Officer
    Mobile Phone
  • Stylized image of a person
    M. G.
    Advisor
    Mobile Phone

TFR Wealth Management, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other
  • Finance

Contact profiles from TFR Wealth Management, LLC

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    J. D.
    Managing Partner, Chief Investment Officer
    Mobile Phone
    Jun 29, 2026
  • Stylized image of a person
    M. G.
    Advisor
    Mobile Phone
    Oct 16, 2024

Frequently Asked Questions

What is TFR Wealth Management, LLC known for?

Minus sign iconPlus sign iconTFR Wealth Management, LLC was founded in 1988 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-972-379-****
. Explore TFR Wealth Management, LLC's company overview page for more information.

What is TFR Wealth Management, LLC's most common email format?

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

How many employees does TFR Wealth Management, LLC have currently?

Minus sign iconPlus sign iconTFR Wealth Management, LLC has approximately 10 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are TFR Wealth Management, LLC's key employees and leadership?

Minus sign iconPlus sign icon

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

  • Managing Partner, Chief Investment Officer: J. D.
  • Advisor: M. G.

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.