Insights

UT Alumni Focus Strong specialization serving University of Texas alumni, employees, family and friends. Potential for targeted affinity marketing campaigns and referral partnerships within the UT community.

UTmost Services Offers fee-only, fee-or-commission, and consulting services, implying a diversified revenue model and potential upsell/ cross-sell opportunities to clients seeking holistic wealth strategies and ongoing advisory.

Wealth Tech Stack Leverages modern tools (Hotjar, AWS, Datadog, TradingView) indicating a tech-enabled advisory approach. Opportunity to position high-touch digital onboarding, data-driven planning, and scalable client experiences.

Growth Scope Current revenue between 1M and 10M with a small team (2-10 employees). Potential for scale through strategic hires, expanded service lines, and enhanced marketing to grow client base and assets under management.

Regulatory Reach Securities and advisory services offered through affiliated entities with multi-state licensing. Potential need for support in compliance, RIA operations, and advisor development as client base expands.

Similar companies to Longhorn Wealth Management Group

Longhorn Wealth Management Group Tech Stack

Longhorn Wealth Management Group uses 8 technology products and services including Hotjar, Amazon Web Services, FMG Suite, and more. Explore Longhorn Wealth Management Group's tech stack below.

  • Analytics
  • Cloud Hosting
  • FMG Suite
    Content Marketing
  • Font Awesome
    Font Scripts
  • Google Maps
    Maps
  • Real User Monitoring
  • HSTS
    Security
  • TradingView
    Visualisation Software

Longhorn Wealth Management Group's Email Address Formats

Longhorn Wealth Management Group uses at least 1 email format:
Longhorn Wealth Management Group Email FormatsExamplePercentage
First.Last@longhornwealth.netJohn.Doe@longhornwealth.net
100%

Frequently Asked Questions

What is Longhorn Wealth Management Group's phone number?

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You can contact Longhorn Wealth Management Group'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 Longhorn Wealth Management Group's official website and social media links?

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Longhorn Wealth Management Group's official website is longhornwealth.net and has social profiles on LinkedIn.

How much revenue does Longhorn Wealth Management Group generate?

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As of September 2026, Longhorn Wealth Management Group's annual revenue is estimated to be $1M - $10M.

What is Longhorn Wealth Management Group's NAICS code?

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Longhorn Wealth Management Group's NAICS code is 52 - Finance and Insurance.

How many employees does Longhorn Wealth Management Group have currently?

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As of September 2026, Longhorn Wealth Management Group has approximately 7 employees across 1 continents, including North America. Key team members include Accounting Consultant: T. S. Explore Longhorn Wealth Management Group's employee directory with LeadIQ.

What industry does Longhorn Wealth Management Group belong to?

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Longhorn Wealth Management Group operates in the Financial Services industry.

What technology does Longhorn Wealth Management Group use?

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Longhorn Wealth Management Group's tech stack includes Hotjar, Amazon Web Services, FMG Suite, Font Awesome, Google Maps, Datadog, HSTS and TradingView.

What is Longhorn Wealth Management Group's email format?

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Longhorn Wealth Management Group's email format typically follows the pattern of First.Last@longhornwealth.net. Find more Longhorn Wealth Management Group email formats with LeadIQ.

When was Longhorn Wealth Management Group founded?

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Longhorn Wealth Management Group was founded in 2014.
Longhorn Wealth Management Group logo

Longhorn Wealth Management Group

Financial ServicesTexas, United States2-10 Employees

Longhorn Wealth Management Group is a financial services firm based in Plano, Texas, focused on comprehensive wealth management for University of Texas alumni, employees, family and friends. The firm offers a spectrum of planning and advisory services designed to help clients design, develop, defend and distribute wealth and income in alignment with their prosperity goals, drawing on unbiased access to investments and insurance options available in the open market. The practice emphasizes relationship-driven service intended to span generations, leveraging its UT heritage to serve a specific community in need of tailored financial guidance. The firm operates within the wealth management industry and presents itself as a fee-based, advisory and consulting provider, with securities and advisory services offered through a registered broker-dealer and affiliated entities. The organization is based in Plano, Texas, and its described focus centers on practical wealth planning and risk management for individuals connected to the UT community.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Founded
2014
Employees
2-10

Section iconFunding & Financials

  • $1M - $10M

    Longhorn Wealth Management Group's revenue is estimated to be in the range of $1M - $10M

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