What departments does Wealth Design Group have?

Wealth Design Group has employees across 5 departments including Administrative, Finance, Recruiting, Business, Analytics.

What is the largest department at Wealth Design Group?

The largest department at Wealth Design Group is Finance with 13 employees.

Where are Wealth Design Group employees located globally?

Wealth Design Group has employees across 4 continents and 8 countries including Uganda, Philippines, India, Switzerland, United Kingdom Of Great Britain And Northern Ireland.

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

Wealth Design Group's team has decreased from approximately 44 to 39 employees based on available data.

Wealth Design Group Employee Directory

Financial ServicesTexas, United States51-200 Employees

Wealth Design Group operates in the financial services sector, offering personalized financial coaching and advisory support aimed at helping families pursue investment knowledge and purpose-driven wealth planning. The firm emphasizes one-on-one coaching, ongoing education through monthly sessions, and seminars, using principles grounded in scientific investing to build, protect, and manage wealth for personal, family, and community goals. Its services are delivered through Park Avenue Securities LLC as the broker-dealer and advisory channel, with the organization noting a focus on empowering clients rather than speculative guidance. Based in Houston, Texas, Wealth Design Group positions itself as a practitioner-focused resource for individuals seeking structured, principle-based guidance in investment decisions. The company describes its approach as aligning clients’ financial strategies with their broader life objectives, and it operates within an industry known for regulated securities products and advisory services. A recent development noted in its context includes leadership appointments at its Cannock location, indicating some regional expansion or presence beyond its core U.S. base.

Wealth Design Group Global Highlights

North America
92

United States Of America
90
Canada
1
Panama
1

Europe
5

United Kingdom Of Great Britain And Northern Ireland
4
Switzerland
1

Asia
2

Philippines
1
India
1

Africa
1

Uganda
1

Wealth Design Group's Leadership

L. R.
President
Mobile Phone
Email
E. J.
Founder, President
Mobile Phone
Email
J. E.
Managing Partner - New Mexico General Office
Mobile Phone
Email
E. H.
Vice President
Mobile Phone
Email
B. F.
Financial Representative, Vice President-Sugar Land
Mobile Phone
Email
A. S.
Recruiting Director
Mobile Phone
Email
J. T.
Relationship Manager
Mobile Phone
Email
R. C.
Group Business Manager
Mobile Phone
Email

Wealth Design Group Employee Metrics

100%

50%

0%

2026

2025

Banking
Finance
Community & Social Services
Consultant
Program & Project Management
Other

Contact profiles from Wealth Design Group

Name

Title

Contact Info

Location

Last Update

R. T.
Mobile Phone
Email
UNITED STATES
Mar 08, 2023
S. D.
Mobile Phone
Email
UNITED STATES
Mar 08, 2023
S. V.
Mobile Phone
Email
UNITED STATES
Mar 08, 2023
T. T.
Mobile Phone
Email
UNITED STATES
Mar 08, 2023

Frequently Asked Questions

What is Wealth Design Group known for?

Wealth Design Group was founded in 2005 operates in the Financial Services industry. The company's main headquarters is located in 3040 Post Oak Boulevard Suite 1150 Houston, Texas 77056 United States; you can contact the main corporate office by phone at

+1-916-480-****

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

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

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

How many employees does Wealth Design Group have currently?

Wealth Design Group has approximately 59 employees as of June 2026. These team members are located across 4 continents, including North AmericaEuropeAsia.

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

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

President: L. R.
Founder, President: E. J.
Managing Partner - New Mexico General Office: J. E.
Vice President: E. H.
Financial Representative, Vice President-Sugar Land: B. F.

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

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

Wealth Design Group Employee Directory

Find Wealth Design Group employees' phone numbers or email addresses

Name search is limited — try advanced search instead