Insights

Targeting Wealthy Clients Wen Capital Advisory Group specializes in serving high-net-worth individuals and institutional clients, indicating an opportunity to offer premium financial products, sophisticated investment solutions, and personalized wealth management services tailored to affluent clientele.

Growth Potential With reported revenues between one and ten million dollars and a relatively small team of 11 to 50 employees, there is significant room for expansion through strategic partnerships, enhanced service offerings, or client acquisition strategies aimed at upscale markets.

Tech-Driven Solutions The company's use of platforms like Salesforce, Microsoft 365, and Google APIs suggests openness to integrating advanced technology and fintech solutions, creating opportunities to introduce innovative client engagement tools, data analytics, or automated advisory services.

Long-Term Relationships Wen Capital emphasizes a client-centered approach and long-term relationships, which aligns with cross-selling complementary financial products such as estate planning, tax strategies, or alternative investments like real estate and private equity.

Industry Positioning Positioned as a boutique, independent wealth management firm, Wen Capital can leverage its personalized service model to differentiate itself from larger competitors and attract clients seeking tailored, trustworthy financial coaching and planning, especially among high net worth demographics.

Wen Capital Advisory Group, Inc. Tech Stack

Wen Capital Advisory Group, Inc. uses 8 technology products and services including Google Hosted Libraries, Salesforce, Microsoft 365, and more. Explore Wen Capital Advisory Group, Inc.'s tech stack below.

  • Google Hosted Libraries
    Content Delivery Network
  • Salesforce
    Customer Relationship Management
  • Microsoft 365
    Email
  • Google Fonts API
    Font Scripts
  • jQuery
    Javascript Libraries
  • Microsoft
    Miscellaneous
  • Google Analytics
    Web Analytics
  • Apache HTTP Server
    Web Servers

Media & News

Wen Capital Advisory Group, Inc.'s Email Address Formats

Wen Capital Advisory Group, Inc. uses at least 1 format(s):
Wen Capital Advisory Group, Inc. Email FormatsExamplePercentage
LastF@wenadvisory.comDoeJ@wenadvisory.com
50%
LastF@wenadvisory.comDoeJ@wenadvisory.com
50%

Frequently Asked Questions

Where is Wen Capital Advisory Group, Inc.'s headquarters located?

Minus sign iconPlus sign icon
Wen Capital Advisory Group, Inc.'s main headquarters is located at 11100 San Pablo Ave, Suite 210 El Cerrito, CA 94530, US. The company has employees across 3 continents, including North AmericaOceaniaSouth America.

What is Wen Capital Advisory Group, Inc.'s phone number?

Minus sign iconPlus sign icon
You can contact Wen Capital Advisory Group, Inc.'s main corporate office by phone at . 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 Wen Capital Advisory Group, Inc.'s official website and social media links?

Minus sign iconPlus sign icon
Wen Capital Advisory Group, Inc.'s official website is wenadvisory.com and has social profiles on LinkedIn.

What is Wen Capital Advisory Group, Inc.'s SIC code NAICS code?

Minus sign iconPlus sign icon
Wen Capital Advisory Group, Inc.'s SIC code is 7389 - Business Services, Not Elsewhere Classified NAICS code is 52 - Finance and Insurance.

How many employees does Wen Capital Advisory Group, Inc. have currently?

Minus sign iconPlus sign icon
As of November 2025, Wen Capital Advisory Group, Inc. has approximately 11 employees across 3 continents, including North AmericaOceaniaSouth America. Key team members include President And Ceo: W. H.President: W. H.. Explore Wen Capital Advisory Group, Inc.'s employee directory with LeadIQ.

What industry does Wen Capital Advisory Group, Inc. belong to?

Minus sign iconPlus sign icon
Wen Capital Advisory Group, Inc. operates in the Financial Services industry.

What technology does Wen Capital Advisory Group, Inc. use?

Minus sign iconPlus sign icon
Wen Capital Advisory Group, Inc.'s tech stack includes Google Hosted LibrariesSalesforceMicrosoft 365Google Fonts APIjQueryMicrosoftGoogle AnalyticsApache HTTP Server.

What is Wen Capital Advisory Group, Inc.'s email format?

Minus sign iconPlus sign icon
Wen Capital Advisory Group, Inc.'s email format typically follows the pattern of LastF@wenadvisory.com. Find more Wen Capital Advisory Group, Inc. email formats with LeadIQ.

When was Wen Capital Advisory Group, Inc. founded?

Minus sign iconPlus sign icon
Wen Capital Advisory Group, Inc. was founded in 2009.

Wen Capital Advisory Group, Inc.

Financial ServicesUnited States11-50 Employees

Our Vision:
To make Wen Capital Advisory Group the top choice for the wealth management service worldwide. 

Our Purpose:
Every thing we do, we believe in challenging your status quo and pushing your boundary to help you live your life to the fullest and conquer your world like a winner, through consistently elevating your financial wellbeing.

Our Mission:
Wen Capital Advisory Group, Inc. is a leading financial & wealth management firm, striving to accelerate & preserve clients (HNW individuals & institutions)’ wealth consistently by offering timely comprehensive financial services, strategies, and coaching. Independently owned & operated, WCAG specializes in sensible financial planning, providing sophisticated fixed income solutions, and making alternative investment strategies that utilize real estate, hedge fund, or private equity (typically out of reach for individual investors) accessible to the clients.

Our Philosophy: 
The financial services industry is undergoing rapid changes these days. Today's clients are looking for a true financial "coach"; a resource they can rely upon to provide solid advice addressing their complete financial picture. At Wen Capital Advisory Group, we are dedicated to act as our clients' coach in this changing environment to help shape their financial vision.

We build Client-Centered Approach. It's all about you. 

We can help give you:

• The opportunity to organize and simply your financial life
• Access to in-depth knowledge of financial solutions
• More time to do the things that you cherish most
• A sense of comfort - knowing someone is working with you

We believe in maintaining long term relationship with you. With fee-only model, we can not only further improve your portfolio performance and develop your financial plans consistently, but also minimize your overall cost.  You can relax knowing you are working with someone who has your best interests in mind.

Section iconCompany Overview

Headquarters
11100 San Pablo Ave, Suite 210 El Cerrito, CA 94530, US
Phone number
SIC Code
7389 - Business Services, Not Elsewhere Classified
NAICS Code
52 - Finance and Insurance
Founded
2009
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    Wen Capital Advisory Group, Inc.'s revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Wen Capital Advisory Group, Inc.'s revenue is estimated to be in the range of $1M$10M

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.