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Wealth Financial Services & Tax Advisory Employee Directory

Financial ServicesIllinois, United States11-50 Employees

Wealth Financial Services & Tax Advisory has about 27 employees across 2 continents, most of them in North America. By country, the largest groups are United States Of America (88%) and Greece (13%). Banking and Business make up over half of the profiles with a known department. Wealth Financial Services & Tax Advisory's workforce spans 4 departments. Wealth Financial Services & Tax Advisory's workforce fell 17% between January 2026 and November 2026.

Find Wealth Financial Services & Tax Advisory employees' phone numbers or email addresses

Wealth Financial Services & Tax Advisory Global Highlights

Location
Employees

North America
35

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  • United States Of America
    35

Europe
5

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  • Greece
    5

North America accounts for 88% of Wealth Financial Services & Tax Advisory's workforce, followed by Europe (13%).

Wealth Financial Services & Tax Advisory's Leadership

  • Chief Executive Officer at Wealth Financial Services & Tax Advisory
    T. H.
    Chief Executive Officer
    Mobile Phone
  • Chief Administrative Officer at Wealth Financial Services & Tax Advisory
    J. S.
    Chief Administrative Officer
    Mobile Phone
  • Founder And Principal at Wealth Financial Services & Tax Advisory
    C. F.
    Founder And Principal
    Mobile Phone
  • Founder & Principal Advisor at Wealth Financial Services & Tax Advisory
    A. T.
    Founder & Principal Advisor
    Mobile Phone
  • Director Of Client Services at Wealth Financial Services & Tax Advisory
    S. M.
    Director Of Client Services
    Mobile Phone
  • New Business Manager at Wealth Financial Services & Tax Advisory
    C. S.
    New Business Manager
    Mobile Phone
  • Tax Preparer at Wealth Financial Services & Tax Advisory
    L. F.
    Tax Preparer
    Mobile Phone

Wealth Financial Services & Tax Advisory Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Finance
  • Other
  • Community & Social Services

Banking is the largest department at 81% of profiles with a known department, up from 76% in January 2026, followed by Business (6%, down from 12%) and Community & Social Services (6%, up from 0%).

Contact profiles from Wealth Financial Services & Tax Advisory

Name
Title
Contact
Location
Last Update
  • Founder And Principal at Wealth Financial Services & Tax Advisory
    C. F.
    Founder And Principal
    Mobile Phone
    United States, Florida
    Jun 22, 2026
  • Chief Executive Officer at Wealth Financial Services & Tax Advisory
    T. H.
    Chief Executive Officer
    Mobile Phone
    United States, Georgia
    Jun 08, 2026
  • Chief Administrative Officer at Wealth Financial Services & Tax Advisory
    J. S.
    Chief Administrative Officer
    Mobile Phone
    United States, New York
    Apr 14, 2026
  • Founder & Principal Advisor at Wealth Financial Services & Tax Advisory
    A. T.
    Founder & Principal Advisor
    Mobile Phone
    United States, New York
    May 29, 2026
  • Director Of Client Services at Wealth Financial Services & Tax Advisory
    S. M.
    Director Of Client Services
    Mobile Phone
    United States, Kansas
    Jun 24, 2026
  • New Business Manager at Wealth Financial Services & Tax Advisory
    C. S.
    New Business Manager
    Mobile Phone
    United States, North Carolina
    Sep 12, 2024
  • Tax Preparer at Wealth Financial Services & Tax Advisory
    L. F.
    Tax Preparer
    Mobile Phone
    United States, Georgia
    Jun 02, 2026

Frequently Asked Questions

What are the largest departments at Wealth Financial Services & Tax Advisory?

Minus sign iconPlus sign iconBanking is the largest department at 81% of profiles with a known department, up from 76% in January 2026, followed by Business (6%, down from 12%) and Community & Social Services (6%, up from 0%). Wealth Financial Services & Tax Advisory's workforce spans 4 departments.

Where are Wealth Financial Services & Tax Advisory's employees located?

Minus sign iconPlus sign iconWealth Financial Services & Tax Advisory has about 27 employees across 2 continents, most of them in North America. North America accounts for 88% of Wealth Financial Services & Tax Advisory's workforce, followed by Europe (13%). By country, the largest groups are United States Of America (88%) and Greece (13%).

How has Wealth Financial Services & Tax Advisory's workforce changed over the past year?

Minus sign iconPlus sign iconWealth Financial Services & Tax Advisory's workforce fell 17% between January 2026 and November 2026. Banking's share of profiles with a known department rose from 76% to 81%.

How many employees does Wealth Financial Services & Tax Advisory have currently?

Minus sign iconPlus sign iconWealth Financial Services & Tax Advisory has approximately 27 employees as of November 2026. These team members are located across 2 continents, including North America and Europe.

Who are Wealth Financial Services & Tax Advisory's key employees and leadership?

Minus sign iconPlus sign icon

As of November 2026, Wealth Financial Services & Tax Advisory's key employees include:

  • Chief Executive Officer: T. H.
  • Chief Administrative Officer: J. S.
  • Founder And Principal: C. F.
  • Founder & Principal Advisor: A. T.
  • Director Of Client Services: S. M.

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

What is Wealth Financial Services & Tax Advisory's most common email format?

Minus sign iconPlus sign iconWealth Financial Services & Tax Advisory employees' email format typically follows the pattern of FLast@wfsta.com. Trying to find reliable and up-to-date employee contact data? Find more Wealth Financial Services & Tax Advisory email formats with LeadIQ.

What is Wealth Financial Services & Tax Advisory known for?

Minus sign iconPlus sign iconWealth Financial Services & Tax Advisory was founded in 1990 and operates in the Financial Services industry. You can contact Wealth Financial Services & Tax Advisory's main corporate office by phone at
+1-847-499-****
. Explore Wealth Financial Services & Tax Advisory's company overview page for more information.

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