What departments does Wealth Management Group, LLC. have?

Wealth Management Group, LLC. has employees across 3 departments including Operations, Finance, Accounting.

What is the largest department at Wealth Management Group, LLC.?

The largest department at Wealth Management Group, LLC. is Accounting with 2 employees.

Where are Wealth Management Group, LLC. employees located globally?

Wealth Management Group, LLC. has employees across 1 continents and 1 countries including United States Of America.

How has Wealth Management Group, LLC.'s team size changed over time?

Wealth Management Group, LLC.'s team has decreased from approximately 6 to 5 employees based on available data.

Wealth Management Group, LLC. Employee Directory

Financial ServicesNew York, United States2-10 Employees

Wealth Management Group, LLC is an independent financial planning firm based in Rochester, New York, providing a full range of financial, risk-management, and insurance services to individuals, families, and businesses since 1998. The firm emphasizes ongoing guidance and strategies that aim to help clients build, manage, and preserve their wealth, aiming for peace of mind and a secure financial future. As an advisory entity registered with the SEC, the company operates alongside its securities offerings through a partner network, while maintaining distinct relationships with clients through licensed advisory services. Its operations are focused on delivering comprehensive planning and personalized service within the financial services sector.

Wealth Management Group, LLC. Global Highlights

North America
22

United States Of America
22

Wealth Management Group, LLC.'s Leadership

K. M.
Chief Executive Officer And Founder
Mobile Phone
Email
M. J.
Chief Operating Officer
Mobile Phone
Email
D. F. D.
President
Mobile Phone
Email
B. S.
Owner
Mobile Phone
Email
B. T.
Private Wealth Advisor / Assoc. Vice President
Mobile Phone
Email
C. K.
Client Relations Manager
Mobile Phone
Email
D. C.
Manager
Mobile Phone
Email
D. C. C. C.
Managing Principal & Certified Financial Planner
Mobile Phone
Email

Wealth Management Group, LLC. Employee Metrics

100%

50%

0%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from Wealth Management Group, LLC.

Name

Title

Contact Info

Location

Last Update

D. D.
Registered Assistant
Mobile Phone
Email
United StatesNew York
Apr 25, 2025
J. M.
Account Representative
Mobile Phone
Email
UNITED STATES
Mar 07, 2023
B. T.
Mobile Phone
Email
UNITED STATES
Jul 13, 2023
J. S.
Mobile Phone
Email
UNITED STATES
Mar 07, 2023
J. M.
Mobile Phone
Email
UNITED STATES
Mar 07, 2023
P. R.
Mobile Phone
Email
UNITED STATES
Mar 07, 2023
P. H.
Mobile Phone
Email
UNITED STATES
Mar 07, 2023

Frequently Asked Questions

What is Wealth Management Group, LLC. known for?

Wealth Management Group, LLC. was founded in 1998 operates in the Financial Services industry. The company's main headquarters is located in 2000 Winton Road South Suite 206 Rochester, New York 14618 United States; you can contact the main corporate office by phone at

+1-585-241-****

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

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

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

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

Wealth Management Group, LLC. has approximately 4 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are Wealth Management Group, LLC.'s key employees and leadership?

As of June 2026, Wealth Management Group, LLC.'s key employees include:

Chief Executive Officer And Founder: K. M.
Chief Operating Officer: M. J.
President: D. F. D.
Owner: B. S.
Private Wealth Advisor / Assoc. Vice President: B. T.

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Wealth Management Group, LLC. Employee Directory

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Wealth Management Group, LLC. Global Highlights

North America
22

Wealth Management Group, LLC.'s Leadership

Wealth Management Group, LLC. Employee Metrics

Contact profiles from Wealth Management Group, LLC.

Frequently Asked Questions

What is Wealth Management Group, LLC. known for?

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

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

Who are Wealth Management Group, LLC.'s key employees and leadership?

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Wealth Management Group, LLC. Employee Directory

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Wealth Management Group, LLC. Global Highlights

North America22

Wealth Management Group, LLC.'s Leadership

Wealth Management Group, LLC. Employee Metrics

Contact profiles from Wealth Management Group, LLC.

Frequently Asked Questions

What is Wealth Management Group, LLC. known for?

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

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

Who are Wealth Management Group, LLC.'s key employees and leadership?

Everything for prospecting,in one platform.

What you can expect from LeadIQ:

Ready to create more pipeline?

North America
22

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