Plains Wealth Management Employee Directory

Financial ServicesTexas, United States2-10 Employees

Plains Wealth Management is a small financial services firm based in Houston, Texas, offering comprehensive, unbiased financial guidance to individuals. It serves clients looking to grow wealth, safeguard their families, or preserve assets over the long term.

The process begins with a complimentary initial meeting to understand the client’s finances and goals, followed by a second session to assess current financial health and outline potential steps. The firm develops a tax-smart plan that covers risk management, retirement, estate, tax, education, and cash management, with advisors reviewing the portfolio in person each quarter to stay aligned with life changes. Securities are offered through Raymond James Financial Services, Inc., and Plains Wealth Management operates independently of that broker-dealer.

Find Plains Wealth Management employees' phone numbers or email addresses

Plains Wealth Management Global Highlights

Location
Employees

North America
8

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  • United States Of America
    8

Plains Wealth Management's Leadership

  • Stylized image of a person
    R. S.
    President Owner
    Phone icon

Plains Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Education
  • Administrative
  • Analytics
  • Other
  • Consultant

Contact profiles from Plains Wealth Management

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    R. S.
    President Owner
    Phone icon
    Oct 22, 2024

Frequently Asked Questions

What is Plains Wealth Management known for?

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Plains Wealth Management operates in the Financial Services industry. The company's main headquarters is located in 6019 Schuler Street Houston, Texas 77007 United States; you can contact the main corporate office by phone at . Explore Plains Wealth Management's company overview page for more information.

What is Plains Wealth Management's most common email format?

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Plains Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Plains Wealth Management email formats with LeadIQ.

How many employees does Plains Wealth Management have currently?

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Plains Wealth Management has approximately 5 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Plains Wealth Management's key employees and leadership?

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As of February 2026, Plains Wealth Management's key employees include:

  • President Owner: R. S.

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