LeadIQ logo
Learn more at LeadIQ.com
WealthUSA logo

WealthUSA Employee Directory

Financial ServicesFlorida, United States2-10 Employees

WealthUSA, LLC operates in the financial services sector and is headquartered in Dania Beach, Florida, United States. The firm provides retirement planning, estate planning, asset protection, and business succession planning, along with college financial planning, serving both U.S. citizens and foreign nationals. Its offerings also cover wealth accumulation, retirement distribution planning, business continuation planning, non-qualified deferred compensation, wills, and trusts. WealthUSA markets leveraged planning solutions, which use financial leverage to expand clients' funding capacity for life insurance and related planning strategies. The company employs a small team, estimated at 2 to 10 employees, and reports annual revenue in the range of $1 million to $10 million.

Find WealthUSA employees' phone numbers or email addresses

WealthUSA Global Highlights

Location
Employees

North America
5

Minus sign iconPlus sign icon
  • United States Of America
    5

WealthUSA's Leadership

  • President & Ceo at WealthUSA
    O. R. M.
    President & Ceo
    Mobile Phone
  • Financial Advisor at WealthUSA
    N. N.
    Financial Advisor
    Mobile Phone

WealthUSA Employee Metrics

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

Contact profiles from WealthUSA

Name
Title
Contact
Location
Last Update
  • President & Ceo at WealthUSA
    O. R. M.
    President & Ceo
    Mobile Phone
    United States, Florida
    Jan 28, 2026
  • Financial Advisor at WealthUSA
    N. N.
    Financial Advisor
    Mobile Phone
    United States, Florida
    Apr 14, 2026

Frequently Asked Questions

What is WealthUSA known for?

Minus sign iconPlus sign iconWealthUSA was founded in 1996 and operates in the Financial Services industry. You can contact WealthUSA's main corporate office by phone at
+1-305-995-****
. Explore WealthUSA's company overview page for more information.

What is WealthUSA's most common email format?

Minus sign iconPlus sign iconWealthUSA employees' email format typically follows the pattern of First@wealthusa.com. Trying to find reliable and up-to-date employee contact data? Find more WealthUSA email formats with LeadIQ.

How many employees does WealthUSA have currently?

Minus sign iconPlus sign iconWealthUSA has approximately 5 employees as of September 2026. These team members are located across 1 continents, including North America.

Who are WealthUSA's key employees and leadership?

Minus sign iconPlus sign icon

As of September 2026, WealthUSA's key employees include:

  • President & Ceo: O. R. M.
  • Financial Advisor: N. N.

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

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.