Insights

Personalized Wealth Planning Verde Wealth Group prioritizes customized, holistic financial solutions, making it an ideal candidate for advanced financial technology integrations aimed at enhancing client engagement and personalized service delivery.

Niche Market Focus With a small team and revenue between 1 million and 10 million, Verde Wealth presents opportunities for boutique service providers to offer scalable solutions that support growth while maintaining personalized client relationships.

Technology Stack While specific technologies are not detailed, the company's emphasis on evolving wealth management suggests a need for modern tools in client management, data analysis, and compliance—presenting a chance for tech providers to tailor software solutions.

Industry Competition Competing with larger firms such as Charles Schwab and Fidelity, Verde Wealth can benefit from targeted marketing and strategic partnerships to differentiate itself through personalized services and innovative advisory techniques.

Market Expansion Potential Operating within the competitive financial advisory sector, Verde Wealth has opportunities to expand its client base by leveraging digital outreach and educational content to attract next-generation investors seeking bespoke financial guidance.

Verde Wealth Group, LLC Tech Stack

Media & News

Verde Wealth Group, LLC's Email Address Formats

Verde Wealth Group, LLC uses at least 1 format(s):
Verde Wealth Group, LLC Email FormatsExamplePercentage
FLast@verdewealth.comJDoe@verdewealth.com
50%
FLast@verdewealth.comJDoe@verdewealth.com
50%

Frequently Asked Questions

Where is Verde Wealth Group, LLC's headquarters located?

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Verde Wealth Group, LLC's main headquarters is located at 3555 Timmons Lane, Suite 910. The company has employees across 1 continents, including North America.

What is Verde Wealth Group, LLC's phone number?

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You can contact Verde Wealth Group, LLC'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 Verde Wealth Group, LLC's official website and social media links?

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Verde Wealth Group, LLC's official website is verdewealth.com and has social profiles on LinkedIn.

What is Verde Wealth Group, LLC's SIC code NAICS code?

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Verde Wealth Group, LLC's SIC code is 7389 - Business Services, Not Elsewhere Classified NAICS code is 52 - Finance and Insurance.

How many employees does Verde Wealth Group, LLC have currently?

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As of December 2025, Verde Wealth Group, LLC has approximately 6 employees across 1 continents, including North America. Key team members include Chief Operating Officer And Lead Advisor: P. M.Founder, Ceo, And Principal Advisor: G. M. H.Compliance And Operations Manager: C. C.. Explore Verde Wealth Group, LLC's employee directory with LeadIQ.

What industry does Verde Wealth Group, LLC belong to?

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Verde Wealth Group, LLC operates in the Financial Services industry.

What is Verde Wealth Group, LLC's email format?

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Verde Wealth Group, LLC's email format typically follows the pattern of FLast@verdewealth.com. Find more Verde Wealth Group, LLC email formats with LeadIQ.

Verde Wealth Group, LLC

Financial ServicesTexas, United States2-10 Employees

Verde Wealth Group is an independent wealth advisory firm specializing in comprehensive wealth planning. Our philosophy and process set us apart, as our focus is on creating a personalized, holistic plan that evolves with your dynamic life. Our clients are people looking for a true partner in designing and executing a financial plan that achieves their unique short-term and long-term goals. We do this by gaining a deep understanding of your priorities and objectives to set a solid foundation that can continuously evolve throughout your life.




Fee-Based Planning Offered Through Verde Wealth Group, LLC, a State Registered Investment Advisor Third Party Money Management Offered Through ValMark Advisers, Inc. a SEC Registered Investment Advisor Securities Offered Through Valmark Securities, Inc. Member FINRA, SIPC 130 Springside Drive, Suite 300 Akron, Ohio 44333-2431* 1-800-765-5201 Verde Wealth Group, LLC is a separate entity from Valmark Securities, Inc. and ValMark Advisers, Inc.

Third party posts do not reflect the views of Valmark Securities or Verde Wealth Group and have not been approved prior to posting.

Section iconCompany Overview

Headquarters
3555 Timmons Lane, Suite 910
Phone number
SIC Code
7389 - Business Services, Not Elsewhere Classified
NAICS Code
52 - Finance and Insurance
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    Verde Wealth Group, LLC's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Verde Wealth Group, LLC's revenue is estimated to be in the range of $1M$10M

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