Insights

Established Wealth Longstanding presence since 1933 and a disciplined, comprehensive wealth management approach indicate potential for cross-sell of advanced planning, insurance integration, and legacy strategies to high-net-worth clients seeking holistic financial solutions.

Integrated Offering Affiliation with Guardian Life Insurance and Park Avenue Securities suggests opportunities to upsell insurance products, retirement planning, and advisory services to existing clients while aligning with a multi-product distribution model.

Mid Market Growth With 51-200 employees and revenue in the mid-range, target mid-market families and business owners in New York seeking scalable wealth management, succession planning, and employee benefits packages.

Tech & Analytics Utilization of tools like Hotjar, Datadog, and iCIMS indicates modernized client experience and recruitment capabilities; leverage for prospect profiling, digital engagement improvements, and data-driven outreach strategies.

Strategic Partnerships As an agency of Guardian Life and a registered PAS entity, there are opportunities to coordinate co-branded campaigns, referrals, and critical risk management solutions to expand client base through trusted financial partnerships.

Similar companies to Wealth Advisory Group LLC

Wealth Advisory Group LLC Tech Stack

Wealth Advisory Group LLC uses 8 technology products and services including Hotjar, Cloudflare CDN, Open Graph, and more. Explore Wealth Advisory Group LLC's tech stack below.

Hotjar
Analytics
Cloudflare CDN
Content Delivery Network
Open Graph
Content Management System
Cloudflare
Content Management System
Network Solutions
Domain Name Services
Google Maps
Maps
Datadog
Real User Monitoring
Google Analytics
Web Analytics

Wealth Advisory Group LLC's Email Address Formats

Wealth Advisory Group LLC uses at least 3 format(s):

Wealth Advisory Group LLC Email Formats	Example	Percentage
First_Last@glic.com	John_Doe@glic.com	87%
FLast@glic.com	JDoe@glic.com	9%
First.Last@glic.com	John.Doe@glic.com	2%
FirstLast@glic.com	JohnDoe@glic.com	2%
First.Last@wagllc.com	John.Doe@wagllc.com	38%
First_Last@wagllc.com	John_Doe@wagllc.com	28%
FLast@wagllc.com	JDoe@wagllc.com	20%
Last@wagllc.com	Doe@wagllc.com	14%
FLast@wagroupllc.com	JDoe@wagroupllc.com	50%
First_Last@wagroupllc.com	John_Doe@wagroupllc.com	47%
Last@wagroupllc.com	Doe@wagroupllc.com	2%
First.Last@wagroupllc.com	John.Doe@wagroupllc.com	1%

Frequently Asked Questions

What is Wealth Advisory Group LLC's phone number?

You can contact Wealth Advisory Group LLC's main corporate office by phone at

+1-212-541-****

. 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 Wealth Advisory Group LLC's official website and social media links?

Wealth Advisory Group LLC's official website is wagllc.com and has social profiles on LinkedIn.

How much revenue does Wealth Advisory Group LLC generate?

As of July 2026, Wealth Advisory Group LLC's annual revenue is estimated to be $500M - $1B.

What is Wealth Advisory Group LLC's NAICS code?

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

How many employees does Wealth Advisory Group LLC have currently?

As of July 2026, Wealth Advisory Group LLC has approximately 138 employees across 4 continents, including North AmericaAsiaEurope. Key team members include Vice President Operations: H. R.President And Ceo - Global Intelligence Corp: R. M. F.President: R. W.. Explore Wealth Advisory Group LLC's employee directory with LeadIQ.

What industry does Wealth Advisory Group LLC belong to?

Wealth Advisory Group LLC operates in the Financial Services industry.

What technology does Wealth Advisory Group LLC use?

Wealth Advisory Group LLC's tech stack includes HotjarCloudflare CDNOpen GraphCloudflareNetwork SolutionsGoogle MapsDatadogGoogle Analytics.

What is Wealth Advisory Group LLC's email format?

Wealth Advisory Group LLC's email format typically follows the pattern of First_Last@glic.com. Find more Wealth Advisory Group LLC email formats with LeadIQ.

When was Wealth Advisory Group LLC founded?

Wealth Advisory Group LLC was founded in 1933.

Wealth Advisory Group LLC

Q: What is Wealth Advisory Group LLC's official website and social media links?

Wealth Advisory Group LLC's official website is wagllc.com. Wealth Advisory Group LLC has social profiles on LinkedIn.

Q: How many employees does Wealth Advisory Group LLC have currently?

Wealth Advisory Group LLC has approximately 138 employees.

Q: What technology does Wealth Advisory Group LLC use?

Wealth Advisory Group LLC's tech stack includes Google Search Console, FMG Suite, Open Graph, HSTS, Network Solutions.

Q: What is Wealth Advisory Group LLC's NAICS code?

Wealth Advisory Group LLC's NAICS code is 52 (Finance and Insurance).

Financial ServicesNew York, United States51-200 Employees

Wealth Advisory Group LLC is a mid-sized financial services firm that provides comprehensive wealth management and planning. Its disciplined approach encompasses insurance and investments tailored to individual needs, with the aim of helping clients achieve the quality of life they envision. A team of more than 100 associates supports clients through a full range of planning activities, reflecting the firm’s long-standing presence since 1933 in the field. Headquartered in New York City, the firm combines its history with a broad offering of planning services.