Company Overview
- Headquarters
- 3040 Post Oak Blvd Suite 1150, Houston TX
- Website
- wealthdesigngroup.net
- Phone
- (281) 220-2700
- Employees
- 61
- Founded in
- 2005
- Industry
- Financial Services
- NAICS Code
-
NAICS Code 52393 CompaniesNAICS Code 5239 CompaniesNAICS Code 52 CompaniesNAICS Code 523 Companies
- SIC Code
-
SIC Code 628 CompaniesSIC Code 62 Companies
Financials & Stats
Revenue
$28B
Total Funding Amount
$55,000M
Who is Wealth Design Group
Wealth Design Group is a financial coaching firm located in Houston, Texas. The company employs 61 individuals and generates annual revenue of $27.8 million. Wealth Design Group specializes in providing personalized financial coaching and investment guidance to families. Their approach focuses on empowering clients by sharing investment knowledge, utilizing Nobel Prize-winning principles, and crafting purpose-driven financial plans. They aim to align investments with personal, familial, and community goals. Wealth Design Group differentiates itself through its commitment to scientific, rather than speculative, investing principles. Their services include one-on-one coaching sessions, monthly coaching, and seminars covering financial topics and potential pitfalls. Clients receive tailored strategies to grow, protect, and manage their wealth. Securities products and advisory services offered through Park Avenue Securities LLC (PAS). PAS's office address is 3040 Post Oak Blvd., Suite 1150 Houston, TX 77056, and their phone number is 281-220-2700.
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| Company Name | Revenue | Number of Employees | Location | Founded in |
|---|---|---|---|---|
| 28M | 64 | Columbia, MO | 1969 | |
| 27M | 11 | Sunnyvale, CA | 2008 | |
| 27M | 36 | New York, NY | 1986 | |
| 27M | 46 | Kennesaw, GA | 2002 | |
| 27M | 19 | Ellicott City, MD | 1955 |