Insights

Wealth Management Focus Target financial services providers with mid-sized firms seeking scalable wealth management solutions and comprehensive advisory capabilities that align with Wealth Strategies'

Similar companies to Wealth Strategies

Wealth Strategies Tech Stack

Wealth Strategies uses 8 technology products and services including Hotjar, Amazon Web Services, Unpkg, and more. Explore Wealth Strategies's tech stack below.

Wealth Strategies's Email Address Formats

Wealth Strategies uses at least 4 email formats:
Wealth Strategies Email FormatsExamplePercentage
First.Last@wealthsg.comJohn.Doe@wealthsg.com
76%
First_Last@wealthsg.comJohn_Doe@wealthsg.com
16%
FLast@wealthsg.comJDoe@wealthsg.com
6%
First.Middle@wealthsg.comJohn.Michael@wealthsg.com
2%

Frequently Asked Questions

What is Wealth Strategies's official website and social media links?

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Wealth Strategies's official website is wealthsg.com and has social profiles on LinkedIn.

How much revenue does Wealth Strategies generate?

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As of October 2026, Wealth Strategies's annual revenue is estimated to be $100M - $250M.

What is Wealth Strategies's SIC code and NAICS code?

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Wealth Strategies's SIC code is 6282 - Investment Advice and NAICS code is 52 - Finance and Insurance.

How many employees does Wealth Strategies have currently?

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As of October 2026, Wealth Strategies has approximately 110 employees across 4 continents, including North America, Europe and Africa. Key team members include Director Of Advanced Planning: G. H., Investment Operations Manager: K. Z. and Senior Business Development Manager Hedge Funds: M. D. Explore Wealth Strategies's employee directory with LeadIQ.

What industry does Wealth Strategies belong to?

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Wealth Strategies operates in the Financial Services industry.

What technology does Wealth Strategies use?

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Wealth Strategies's tech stack includes Hotjar, Amazon Web Services, Unpkg, Mailchimp, JSON-LD, Datadog, New Relic and AddThis.

What is Wealth Strategies's email format?

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Wealth Strategies's email format typically follows the pattern of First.Last@wealthsg.com. Find more Wealth Strategies email formats with LeadIQ.
Wealth Strategies logo

Wealth Strategies

Financial ServicesColorado, United States51-200 Employees

Wealth Strategies operates in the financial services sector, providing securities products and advisory services to individuals, families, and business owners. Based in Greenwood Village, Colorado, the firm aims to align wealth management with clients' life goals and priorities, not solely asset accumulation. Its securities and advisory offerings are delivered through Park Avenue Securities LLC (PAS), a FINRA/SIPC-registered broker-dealer that is a subsidiary of Guardian Life Insurance Company of America.

The organization functions as a wealth management practice within the broader financial services industry, serving clients seeking integrated guidance on wealth planning, protection, and growth. Wealth Strategies Group is not affiliated with PAS or Guardian, though PAS provides the active brokerage and advisory framework for the firm's offerings.

Section iconCompany Overview

SIC Code
6282 - Investment Advice
NAICS Code
52 - Finance and Insurance
Employees
51-200

Section iconFunding & Financials

  • $100M - $250M

    Wealth Strategies's revenue is estimated to be in the range of $100M - $250M

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