Insights

Independent Wealth Independent, integrated financial services with in‑house wealth management, tax, accounting and business consulting present cross-sell opportunities to existing clients seeking holistic financial planning and compliance support.

Growth & Reach Seven offices and 50+ employees across Oklahoma indicate a scalable platform and potential for expanding advisory services, technology-enabled client onboarding, and regional market expansion.

Compliance Leadership Appointment of a General Counsel suggests emphasis on regulatory compliance and risk management, creating a sales angle to offer enhanced governance, fiduciary support, and advisory services to mid-size businesses.

Tech Stack Reliance on common tools (MySQL, Excel, cloud storage) combined with modern data practices (JSON-LD) signals opportunities to modernize client reporting, data integration, and digital client experiences to attract tech‑savvy prospects.

Revenue & Scale Revenue in the mid‑range of wealth firms and a defined independence from high-commission sales models position Wymer Brownlee as an appealing partner for families or businesses seeking transparent, fee‑based planning and fiduciary guidance.

Wymer Brownlee Wealth Strategies Tech Stack

Wymer Brownlee Wealth Strategies uses 8 technology products and services including Amazon S3, MySQL, Microsoft PowerPoint, and more. Explore Wymer Brownlee Wealth Strategies's tech stack below.

  • Amazon S3
    Content Delivery Network
  • MySQL
    Database
  • Microsoft PowerPoint
    Editors
  • Twemoji
    Font Scripts
  • JSON-LD
    Javascript Frameworks
  • Microsoft
    Miscellaneous
  • WP Engine
    Platform As A Service
  • Nginx
    Web Servers

Wymer Brownlee Wealth Strategies's Email Address Formats

Wymer Brownlee Wealth Strategies uses at least 1 format(s):
Wymer Brownlee Wealth Strategies Email FormatsExamplePercentage
First.Last@wymerbrownlee.comJohn.Doe@wymerbrownlee.com
94%
First.MiddleLast@wymerbrownlee.comJohn.MichaelDoe@wymerbrownlee.com
4%
FLast@wymerbrownlee.comJDoe@wymerbrownlee.com
2%

Frequently Asked Questions

What is Wymer Brownlee Wealth Strategies's phone number?

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You can contact Wymer Brownlee Wealth Strategies'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 Wymer Brownlee Wealth Strategies's official website and social media links?

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Wymer Brownlee Wealth Strategies's official website is wymerbrownlee.com and has social profiles on LinkedIn.

How much revenue does Wymer Brownlee Wealth Strategies generate?

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As of July 2026, Wymer Brownlee Wealth Strategies's annual revenue is estimated to be $50M - $100M.

What is Wymer Brownlee Wealth Strategies's SIC code NAICS code?

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Wymer Brownlee Wealth Strategies's SIC code is 8721 - Accounting, Auditing, and Bookkeeping Services NAICS code is 52 - Finance and Insurance.

How many employees does Wymer Brownlee Wealth Strategies have currently?

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As of July 2026, Wymer Brownlee Wealth Strategies has approximately 52 employees across 1 continents, including North America. Key team members include Tax Director: B. F.Director Of Information Technology: R.Accounting Manager: J. S.. Explore Wymer Brownlee Wealth Strategies's employee directory with LeadIQ.

What industry does Wymer Brownlee Wealth Strategies belong to?

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Wymer Brownlee Wealth Strategies operates in the Financial Services industry.

What technology does Wymer Brownlee Wealth Strategies use?

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Wymer Brownlee Wealth Strategies's tech stack includes Amazon S3MySQLMicrosoft PowerPointTwemojiJSON-LDMicrosoftWP EngineNginx.

What is Wymer Brownlee Wealth Strategies's email format?

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

When was Wymer Brownlee Wealth Strategies founded?

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Wymer Brownlee Wealth Strategies was founded in 1969.
Wymer Brownlee Wealth Strategies logo

Wymer Brownlee Wealth Strategies

Financial ServicesOklahoma, United States51-200 Employees

Wymer Brownlee Wealth Strategies is an integrated financial services firm that combines in-house wealth management with tax preparation, accounting, and business consulting. It serves families, individuals, and businesses by helping them develop and carry out clear, purposeful plans to achieve financial and other goals. As an independent firm, it emphasizes tailored plans rather than sales quotas or commissions.

The firm traces its roots to a tax and accounting practice founded in Fairview, Oklahoma in 1969 and expanded over time to Enid, Bartlesville, Tulsa, and Oklahoma City. It now operates from Edmond, Oklahoma, with seven offices and more than fifty employees across the state. Securities are offered through Cetera Wealth Services LLC, member FINRA/SIPC, and advisory services through Cetera Investment Advisers LLC; Cetera is under separate ownership from Wymer Brownlee.

Section iconCompany Overview

Phone number
SIC Code
8721 - Accounting, Auditing, and Bookkeeping Services
NAICS Code
52 - Finance and Insurance
Founded
1969
Employees
51-200

Section iconFunding & Financials

  • $50M - $100M

    Wymer Brownlee Wealth Strategies's revenue is estimated to be in the range of $50M - $100M

Section iconFunding & Financials

  • $50M - $100M

    Wymer Brownlee Wealth Strategies's revenue is estimated to be in the range of $50M - $100M

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