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Wealth Design Group Employee Directory

Financial ServicesTexas, United States51-200 Employees

Wealth Design Group has about 60 employees across 3 continents, most of them in North America. By country, the largest groups are United States Of America (89%), United Kingdom Of Great Britain And Northern Ireland (4%) and Canada (2%). Banking and Community & Social Services make up over half of the profiles with a known department. Wealth Design Group's workforce spans 6 departments. Wealth Design Group's workforce fell 7% between January 2026 and November 2026.

Find Wealth Design Group employees' phone numbers or email addresses

Wealth Design Group Global Highlights

Location
Employees

North America
96

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  • United States Of America
    93
  • Canada
    2
  • Panama
    1

Europe
5

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  • United Kingdom Of Great Britain And Northern Ireland
    4
  • Switzerland
    1

Asia
2

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  • Philippines
    1
  • India
    1

Africa
1

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  • Uganda
    1

Oceania
1

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  • Australia
    1

North America accounts for 91% of Wealth Design Group's workforce, followed by Europe (5%) and Asia (2%).

Wealth Design Group's Leadership

  • President at Wealth Design Group
    L. R.
    President
    Mobile Phone
  • Founder, President at Wealth Design Group
    E. J.
    Founder, President
    Mobile Phone
  • Group Business Manager at Wealth Design Group
    R. C.
    Group Business Manager
    Mobile Phone
  • Group Business Manager at Wealth Design Group
    R. C.
    Group Business Manager
    Mobile Phone
  • Practice Administrator at Wealth Design Group
    L. W.
    Practice Administrator
    Mobile Phone
  • Planner at Wealth Design Group
    D. S.
    Planner
    Mobile Phone
  • Financial Advisor at Wealth Design Group
    A. C. Z.
    Financial Advisor
    Mobile Phone
  • Financial Representative at Wealth Design Group
    K. K.
    Financial Representative
    Mobile Phone

Wealth Design Group Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Community & Social Services
  • Consulting
  • Program & Project Management
  • Other

Banking is the largest department at 71% of profiles with a known department, down from 74% in January 2026, followed by Community & Social Services (10%, up from 4%) and Consulting (5%, up from 4%).

Contact profiles from Wealth Design Group

Name
Title
Contact
Location
Last Update
  • President at Wealth Design Group
    L. R.
    President
    Mobile Phone
    Canada, Alberta
    Aug 07, 2025
  • Founder, President at Wealth Design Group
    E. J.
    Founder, President
    Mobile Phone
    Switzerland, Zurich
    Sep 30, 2026
  • Group Business Manager at Wealth Design Group
    R. C.
    Group Business Manager
    Mobile Phone
    United Kingdom, Derby
    May 31, 2026
  • Group Business Manager at Wealth Design Group
    R. C.
    Group Business Manager
    Mobile Phone
    United Kingdom, Derby
    Oct 29, 2026
  • Practice Administrator at Wealth Design Group
    L. W.
    Practice Administrator
    Mobile Phone
    United Kingdom, England
    Nov 17, 2025
  • Planner at Wealth Design Group
    D. S.
    Planner
    Mobile Phone
    Canada, Alberta
    Oct 27, 2026
  • Financial Advisor at Wealth Design Group
    A. C. Z.
    Financial Advisor
    Mobile Phone
    Oct 17, 2024
  • Financial Representative at Wealth Design Group
    K. K.
    Financial Representative
    Mobile Phone
    Apr 26, 2025
  • Financial Specialist at Wealth Design Group
    M. M.
    Financial Specialist
    Mobile Phone
    Panama, Panama
    Sep 16, 2024
  • Field Representative at Wealth Design Group
    L. M.
    Field Representative
    Mobile Phone
    Aug 29, 2026

Frequently Asked Questions

What are the largest departments at Wealth Design Group?

Minus sign iconPlus sign iconBanking is the largest department at 71% of profiles with a known department, down from 74% in January 2026, followed by Community & Social Services (10%, up from 4%) and Consulting (5%, up from 4%). Wealth Design Group's workforce spans 6 departments.

Where are Wealth Design Group's employees located?

Minus sign iconPlus sign iconWealth Design Group has about 60 employees across 3 continents, most of them in North America. North America accounts for 91% of Wealth Design Group's workforce, followed by Europe (5%) and Asia (2%). By country, the largest groups are United States Of America (89%), United Kingdom Of Great Britain And Northern Ireland (4%) and Canada (2%).

How has Wealth Design Group's workforce changed over the past year?

Minus sign iconPlus sign iconWealth Design Group's workforce fell 7% between January 2026 and November 2026. Banking's share of profiles with a known department fell from 74% to 71%.

How many employees does Wealth Design Group have currently?

Minus sign iconPlus sign iconWealth Design Group has approximately 60 employees as of November 2026. These team members are located across 5 continents, including North America, Europe and Asia.

Who are Wealth Design Group's key employees and leadership?

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As of November 2026, Wealth Design Group's key employees include:

  • President: L. R.
  • Founder, President: E. J.
  • Group Business Manager: R. C.
  • Group Business Manager: R. C.
  • Practice Administrator: L. W.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

What is Wealth Design Group's most common email format?

Minus sign iconPlus sign iconWealth Design Group employees' email format typically follows the pattern of First_Last@wealthdesigngroup.net. Trying to find reliable and up-to-date employee contact data? Find more Wealth Design Group email formats with LeadIQ.

What is Wealth Design Group known for?

Minus sign iconPlus sign iconWealth Design Group was founded in 2005 and operates in the Financial Services industry. You can contact Wealth Design Group's main corporate office by phone at
+1-916-480-****
. Explore Wealth Design Group's company overview page for more information.

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