Insights

Specialized Wealth Focus Wheelwright Manahan Family Office specializes in high-net-worth client wealth and tax strategies, creating opportunities to offer premium financial planning, estate planning, and personalized wealth management services tailored to affluent individuals and families.

Educational Thought Leadership Led by expert Tom Wheelwright, the firm’s strong reputation in tax efficiency and wealth building positions it as a trusted advisor for clients seeking cutting-edge tax and investment strategies, paving the way for partnerships with financial product providers and educational platforms.

Technology Utilization Utilizing tools like HubSpot, Divi, and Google Fonts API indicates a modern digital approach that can be expanded through targeted marketing solutions, CRM enhancements, and automation services to deepen client engagement and streamline operations.

Growth Opportunities With a revenue range of 10 to 25 million dollars and a small team, there is significant potential to scale through strategic marketing, expanding service offerings, or forming alliances with larger financial institutions serving similar high-net-worth demographics.

Competitive Landscape Competing with large firms like Bessemer Trust and Rockefeller Capital, Wheelwright Manahan can leverage its boutique, personalized service model to attract clients seeking tailored wealth and tax strategies rather than larger, impersonal firms.

Wheelwright Manahan Family Office Tech Stack

Wheelwright Manahan Family Office uses 8 technology products and services including Open Graph, Google Fonts API, jQuery, and more. Explore Wheelwright Manahan Family Office's tech stack below.

  • Open Graph
    Content Management System
  • Google Fonts API
    Font Scripts
  • jQuery
    Javascript Libraries
  • HubSpot
    Marketing Automation
  • Divi
    Page Builders
  • PHP
    Programming Languages
  • All in One SEO
    Search Engines
  • GoDaddy
    Web Hosting

Media & News

Wheelwright Manahan Family Office's Email Address Formats

Wheelwright Manahan Family Office uses at least 1 format(s):
Wheelwright Manahan Family Office Email FormatsExamplePercentage
First@wmplc.comJohn@wmplc.com
42%
First.Last@wmplc.comJohn.Doe@wmplc.com
12%
LastFirst@wmplc.comDoeJohn@wmplc.com
4%
First@wmplc.comJohn@wmplc.com
42%

Frequently Asked Questions

Where is Wheelwright Manahan Family Office's headquarters located?

Minus sign iconPlus sign icon
Wheelwright Manahan Family Office's main headquarters is located at 2402 South Rural Road, #203. The company has employees across 1 continents, including North America.

What is Wheelwright Manahan Family Office's official website and social media links?

Minus sign iconPlus sign icon
Wheelwright Manahan Family Office's official website is wmplc.com and has social profiles on LinkedIn.

What is Wheelwright Manahan Family Office's NAICS code?

Minus sign iconPlus sign icon
Wheelwright Manahan Family Office's NAICS code is 5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services.

How many employees does Wheelwright Manahan Family Office have currently?

Minus sign iconPlus sign icon
As of December 2025, Wheelwright Manahan Family Office has approximately 12 employees across 1 continents, including North America. Key team members include Chief Operating Officer: S. K.Partner: K. M.Tax Manager: K. W. H.. Explore Wheelwright Manahan Family Office's employee directory with LeadIQ.

What industry does Wheelwright Manahan Family Office belong to?

Minus sign iconPlus sign icon
Wheelwright Manahan Family Office operates in the Accounting industry.

What technology does Wheelwright Manahan Family Office use?

Minus sign iconPlus sign icon
Wheelwright Manahan Family Office's tech stack includes Open GraphGoogle Fonts APIjQueryHubSpotDiviPHPAll in One SEOGoDaddy.

What is Wheelwright Manahan Family Office's email format?

Minus sign iconPlus sign icon
Wheelwright Manahan Family Office's email format typically follows the pattern of First@wmplc.com. Find more Wheelwright Manahan Family Office email formats with LeadIQ.

Wheelwright Manahan Family Office

AccountingArizona, United States11-50 Employees

About Tom

Tom Wheelwright, CPA, is the Founder, CEO and Creative force behind an international consortium of CPA firms specializing in wealth and tax strategies, including Wheelwright Manahan, PLLC. Tom is also a leading expert and published author on partnership and corporate tax strategies, a well-known platform speaker, and a wealth education innovator.

In Tom’s best-selling book Tax-Free Wealth, Tom shows entrepreneurs and investors how to build massive amounts of wealth through practical and strategic ways to permanently reduce taxes.

About Karen

Karen Manahan, CPA, drives the day-to-day activity of Wheelwright Manahan, PLLC. A CPA with a Masters of Tax from the University of Illinois, Karen’s strength lies in her knowledge of the tax law combined with a strong sense of duty to get the job done right the first time. Karen is the force behind all of the systems used to assist clients on a day-to-day basis with their wealth and tax planning as well as their income tax returns.

Section iconCompany Overview

Headquarters
2402 South Rural Road, #203
Website
wmplc.com
NAICS Code
5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $10M$25M

    Wheelwright Manahan Family Office's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Wheelwright Manahan Family Office's revenue is estimated to be in the range of $10M$25M

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.