Insights

Personalized Wealth Management Verde Wealth Group specializes in personalized and holistic wealth planning, presenting an opportunity to offer advanced financial tools and services that can enhance tailored planning solutions for their clients.

Focused Client Relationships With a client-centric approach and deep understanding of individual priorities, there is potential to develop specialized investment products or tech platforms that support continuous, evolving client engagement.

Growth Potential Operating in the competitive wealth advisory market with a revenue range of 1M to 10M and a small team, Verde Wealth offers scope for scalable solutions like CRM systems, financial analytics, and operational efficiencies to support expansion.

Technology Integration Their use of a contemporary tech stack suggests openness to innovative financial technology solutions, creating opportunities to introduce enhanced digital advisory tools or compliance platforms to streamline their processes.

Market Positioning As a smaller independent firm competing with large industry players, Verde Wealth could benefit from strategic marketing, client acquisition services, or educational content to boost their brand visibility and attract high-net-worth clients.

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
100%

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 Houston, Texas 77027 United States. 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 NAICS code?

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Verde Wealth Group, LLC's NAICS code is 52 - Finance and Insurance.

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

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As of April 2026, 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 Houston, Texas 77027 United States
Phone number
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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