What departments does Wealth Advisory Group LLC have?

Wealth Advisory Group LLC has employees across 9 departments including Operations, Business Development, Administrative, Business, Customer Success.

What is the largest department at Wealth Advisory Group LLC?

The largest department at Wealth Advisory Group LLC is Banking with 7 employees.

Where are Wealth Advisory Group LLC employees located globally?

Wealth Advisory Group LLC has employees across 4 continents and 8 countries including Malaysia, India, Slovenia, Hungary, Spain.

How has Wealth Advisory Group LLC's team size changed over time?

Wealth Advisory Group LLC's team has grown from approximately 114 to 119 employees based on available data.

Wealth Advisory Group LLC Employee Directory

Q: Who are Wealth Advisory Group LLC's key employees and leadership?

Wealth Advisory Group LLC's key employees include: President And Ceo - Global Intelligence Corp: R. M. F., Vice President Operations: H. R., President: R. W..

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.

Wealth Advisory Group LLC Global Highlights

North America
379

United States Of America
369
Canada
10

Asia
7

Malaysia
5
India
2

Europe
3

Slovenia
1
Hungary
1
Spain
1

Oceania
1

Australia
1

Wealth Advisory Group LLC's Leadership

H. R.
Vice President Operations
Mobile Phone
Email
R. M. F.
President And Ceo - Global Intelligence Corp
Mobile Phone
Email
R. W.
President
Mobile Phone
Email
B. W.
Managing Partner
Mobile Phone
Email
A. S.
Managing Partner
Mobile Phone
Email
D. A.
Senior Vice President And Group Profit Center Officer
Mobile Phone
Email
J. S.
Director Of Business Development
Mobile Phone
Email
P. T.
Director Operational Risk
Mobile Phone
Email

Wealth Advisory Group LLC Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Community & Social Services
Recruiting
Finance
Other

Contact profiles from Wealth Advisory Group LLC

Name

Title

Contact Info

Location

Last Update

B. W.
Managing Partner
Mobile Phone
Email
CanadaOntario
Apr 14, 2026
R. M. F.
President And Ceo - Global Intelligence Corp
Mobile Phone
Email
CanadaOntario
Jul 07, 2026
A. S.
Managing Partner
Mobile Phone
Email
Oct 22, 2024
R. W.
President
Mobile Phone
Email
Oct 22, 2024
D. A.
Senior Vice President And Group Profit Center Officer
Mobile Phone
Email
Jun 27, 2024
H. R.
Vice President Operations
Mobile Phone
Email
Aug 05, 2026
J. S.
Director Of Business Development
Mobile Phone
Email
Jun 24, 2026
P. T.
Director Operational Risk
Mobile Phone
Email
Jan 10, 2024
G. A.
Office Manager
Mobile Phone
Email
Jun 26, 2026
C. H.
Business Project Manager, Retirement Solutions
Mobile Phone
Email
Jan 13, 2026

Frequently Asked Questions

What is Wealth Advisory Group LLC known for?

Wealth Advisory Group LLC was founded in 1933 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-212-541-****

. Explore Wealth Advisory Group LLC's company overview page for more information.

What is Wealth Advisory Group LLC's most common email format?

Wealth Advisory Group LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Wealth Advisory Group LLC email formats with LeadIQ.

How many employees does Wealth Advisory Group LLC have currently?

Wealth Advisory Group LLC has approximately 138 employees as of July 2026. These team members are located across 4 continents, including North AmericaAsiaEurope.

Who are Wealth Advisory Group LLC's key employees and leadership?

As of July 2026, Wealth Advisory Group LLC's key employees include:

Vice President Operations: H. R.
President And Ceo - Global Intelligence Corp: R. M. F.
President: R. W.
Managing Partner: B. W.
Managing Partner: A. S.

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Wealth Advisory Group LLC Employee Directory

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