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Wealth Partners Alliance Employee Directory

Financial ServicesTexas, United States11-50 Employees

Wealth Partners Alliance is an independent fiduciary wealth management firm based in Texas, with offices in Dallas, Houston, and Austin. It offers integrated financial guidance across investment management, retirement planning, estate and legacy planning, tax strategy, and business succession to address the needs of clients with substantial wealth. All investment advisory services are provided through Concurrent Investment Advisors, LLC, an SEC-registered investment adviser.

Guided by a true fiduciary standard, WPA prioritizes clients' interests and provides objective, unbiased advice within an open-architecture approach to investments. The firm serves high-net-worth individuals and families, corporate executives navigating equity compensation and retirement transitions, business owners planning growth or exit strategies, and professionals seeking comprehensive financial planning. In 2024, WPA expanded into the Austin market, adding a wealth advisor to support the new footprint.

Find Wealth Partners Alliance employees' phone numbers or email addresses

Wealth Partners Alliance Global Highlights

Location
Employees

North America
42

Minus sign iconPlus sign icon
  • United States Of America
    42

Wealth Partners Alliance's Leadership

  • Managing Partner at Wealth Partners Alliance
    D. A. M.
    Managing Partner
    Mobile Phone
  • Wealth Advisor & Partner at Wealth Partners Alliance
    G. S.
    Wealth Advisor & Partner
    Mobile Phone
  • Managing Partner at Wealth Partners Alliance
    M. H.
    Managing Partner
    Mobile Phone
  • Managing Partner at Wealth Partners Alliance
    B. S.
    Managing Partner
    Mobile Phone
  • Founding Partner at Wealth Partners Alliance
    B. S.
    Founding Partner
    Mobile Phone
  • Partner at Wealth Partners Alliance
    G. S.
    Partner
    Mobile Phone
  • Partner at Wealth Partners Alliance
    M. H.
    Partner
    Mobile Phone
  • Founding Partner at Wealth Partners Alliance
    M. M.
    Founding Partner
    Mobile Phone

Wealth Partners Alliance Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Other

Contact profiles from Wealth Partners Alliance

Name
Title
Contact
Location
Last Update
  • Managing Partner at Wealth Partners Alliance
    D. A. M.
    Managing Partner
    Mobile Phone
    Aug 29, 2026
  • Wealth Advisor & Partner at Wealth Partners Alliance
    G. S.
    Wealth Advisor & Partner
    Mobile Phone
    Jun 03, 2026
  • Managing Partner at Wealth Partners Alliance
    M. H.
    Managing Partner
    Mobile Phone
    Aug 30, 2026
  • Managing Partner at Wealth Partners Alliance
    B. S.
    Managing Partner
    Mobile Phone
    Oct 06, 2025
  • Founding Partner at Wealth Partners Alliance
    B. S.
    Founding Partner
    Mobile Phone
    Oct 06, 2025
  • Partner at Wealth Partners Alliance
    G. S.
    Partner
    Mobile Phone
    Oct 23, 2024
  • Partner at Wealth Partners Alliance
    M. H.
    Partner
    Mobile Phone
    Jun 03, 2026
  • Founding Partner at Wealth Partners Alliance
    M. M.
    Founding Partner
    Mobile Phone
    Jun 03, 2026
  • Corporate Retirement Director at Wealth Partners Alliance
    L. L.
    Corporate Retirement Director
    Mobile Phone
    Jun 29, 2026
  • Client Services Associate at Wealth Partners Alliance
    J. F.
    Client Services Associate
    Mobile Phone
    Oct 23, 2024

Frequently Asked Questions

What is Wealth Partners Alliance known for?

Minus sign iconPlus sign iconWealth Partners Alliance was founded in 2019 and operates in the Financial Services industry. Explore Wealth Partners Alliance's company overview page for more information.

What is Wealth Partners Alliance's most common email format?

Minus sign iconPlus sign iconWealth Partners Alliance employees' email format typically follows the pattern of FLast@wealthpartnersalliance.com. Trying to find reliable and up-to-date employee contact data? Find more Wealth Partners Alliance email formats with LeadIQ.

How many employees does Wealth Partners Alliance have currently?

Minus sign iconPlus sign iconWealth Partners Alliance has approximately 41 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Wealth Partners Alliance's key employees and leadership?

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As of August 2026, Wealth Partners Alliance's key employees include:

  • Managing Partner: D. A. M.
  • Wealth Advisor & Partner: G. S.
  • Managing Partner: M. H.
  • Managing Partner: B. S.
  • Founding Partner: B. S.

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