What is Wealth Management Group, LLC.'s NAICS code?

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

Insights

Niche Market Focus Wealth Management Group, LLC specializes in serving individuals, families, and small businesses, presenting an opportunity to tailor financial solutions and expand services to target similar client segments in the Rochester area and beyond.

Growth Potential With annual revenues estimated between one and ten million dollars and a small team of fewer than ten employees, the company may be seeking scalable technology or service solutions to support growth and operational efficiency.

Technology Utilization Currently using AddThis for online engagement, the company might benefit from advanced digital marketing platforms, client management tools, or financial planning technology to enhance client acquisition and retention strategies.

Competitive Positioning Standing apart through superior customer service and innovative strategies, Wealth Management Group could be receptive to solutions that further differentiate their brand or improve client experience in a competitive financial services landscape.

Market Expansion Opportunities Given their focus on personalized wealth management and financial planning, there is potential to explore partnerships or offerings that enhance digital engagement, wealth preservation, or risk management tailored for high-net-worth clients or underserved markets.

Wealth Management Group, LLC. Email Formats	Example	Percentage
First.Last@wealthmg.com	John.Doe@wealthmg.com	80%
FL@wealthmg.com	JD@wealthmg.com	20%

Wealth Management Group, LLC. Email Formats

Example

Percentage

First.Last@wealthmg.com

John.Doe@wealthmg.com

80%

FL@wealthmg.com

JD@wealthmg.com

20%

Frequently Asked Questions

Where is Wealth Management Group, LLC.'s headquarters located?

Wealth Management Group, LLC.'s main headquarters is located at 2000 Winton Road South Suite 206 Rochester, New York 14618 United States. The company has employees across 1 continents, including North America.

What is Wealth Management Group, LLC.'s phone number?

You can contact Wealth Management Group, LLC.'s main corporate office by phone at

+1-585-241-****

. 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 Management Group, LLC.'s official website and social media links?

Wealth Management Group, LLC.'s official website is wealthmg.com and has social profiles on LinkedIn.

How much revenue does Wealth Management Group, LLC. generate?

As of February 2026, Wealth Management Group, LLC.'s annual revenue is estimated to be $2M.

What is Wealth Management Group, LLC.'s SIC code NAICS code?

Wealth Management Group, LLC.'s SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 52 - Finance and Insurance.

How many employees does Wealth Management Group, LLC. have currently?

As of February 2026, Wealth Management Group, LLC. has approximately 4 employees across 1 continents, including North America. Key team members include Chief Executive Officer And Founder: K. M.Chief Operating Officer: M. J.President: D. F. D.. Explore Wealth Management Group, LLC.'s employee directory with LeadIQ.

What industry does Wealth Management Group, LLC. belong to?

Wealth Management Group, LLC. operates in the Financial Services industry.

What technology does Wealth Management Group, LLC. use?

Wealth Management Group, LLC.'s tech stack includes AddThis.

What is Wealth Management Group, LLC.'s email format?

Wealth Management Group, LLC.'s email format typically follows the pattern of First.Last@wealthmg.com. Find more Wealth Management Group, LLC. email formats with LeadIQ.

When was Wealth Management Group, LLC. founded?

Wealth Management Group, LLC. was founded in 1998.

Wealth Management Group, LLC.

Q: How many employees does Wealth Management Group, LLC. have currently?

Wealth Management Group, LLC. has approximately 4 employees.

Financial ServicesNew York, United States2-10 Employees

Wealth Management Group LLC is an independent financial planning firm serving individuals, families, and businesses with a full range of financial, risk-management and insurance services since 1998. The company stands apart from their competitors by offering superior customer service, sound advice and winning strategies grounded in experience and driven by innovation. Wealth Management Group is devoted to building, managing and preserving a clients wealth so they have peace of mind and can build the kind of future they want for themselves and their family.

Securities offered through American Portfolios Financial Services, Inc. (APFS) Member FINRA/SIPC. Investment Advisory Services offered through Wealth Management Group an SEC Registered Investment Advisor which is not affiliated with APFS. Any opinions expressed in this forum are not the opinions or view of American Portfolios Financial Services, Inc. (APFS) and have not been reviewed by the firm for completeness or accuracy. These opinions are subject to change at any time without notice. Any comments or postings are provided for informational purposes only and do not constitute an offer or a recommendation to buy or sell securities or other financial instruments. Readers should conduct their own review and exercise judgment prior to investing. Advisory services are only offered to clients or prospective clients where our firm and its representatives are properly licensed or exempt from licensure. No advice may be rendered by our firm unless a client service agreement is in place. Past performance is no guarantee of future returns. Please remember that all investing involves risk and possible loss of principal capital. “Likes” are not intended to be endorsements of our firm, our advisors or our services. Please be aware that while we monitor comments and “likes” left on this page, we do not endorse or necessarily share the same opinions expressed by site users.

Insights

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