LeadIQ logo
Learn more at LeadIQ.com
Wealth Management Group, LLC. logo

Wealth Management Group, LLC. Employee Directory

Financial ServicesNew York, United States2-10 Employees

Wealth Management Group, LLC. has about 4 employees, all of them in North America. Banking and Accounting make up over half of the profiles with a known department.

Find Wealth Management Group, LLC. employees' phone numbers or email addresses

Wealth Management Group, LLC. Global Highlights

Location
Employees

North America
22

Minus sign iconPlus sign icon
  • United States Of America
    22

Wealth Management Group, LLC.'s Leadership

  • Chief Executive Officer And Founder at Wealth Management Group, LLC.
    K. M.
    Chief Executive Officer And Founder
    Mobile Phone
  • Chief Operating Officer at Wealth Management Group, LLC.
    M. J.
    Chief Operating Officer
    Mobile Phone
  • President at Wealth Management Group, LLC.
    D. F. D.
    President
    Mobile Phone
  • Owner at Wealth Management Group, LLC.
    B. S.
    Owner
    Mobile Phone
  • Private Wealth Advisor / Assoc. Vice President at Wealth Management Group, LLC.
    B. T.
    Private Wealth Advisor / Assoc. Vice President
    Mobile Phone
  • Client Relations Manager at Wealth Management Group, LLC.
    C. K.
    Client Relations Manager
    Mobile Phone
  • Manager at Wealth Management Group, LLC.
    D. C.
    Manager
    Mobile Phone
  • Managing Principal & Certified Financial Planner at Wealth Management Group, LLC.
    D. C. C. C.
    Managing Principal & Certified Financial Planner
    Mobile Phone

Wealth Management Group, LLC. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Other

Banking is the largest department at 67% of profiles with a known department, followed by Accounting (33%).

Contact profiles from Wealth Management Group, LLC.

Name
Title
Contact
Location
Last Update
  • Registered Assistant at Wealth Management Group, LLC.
    D. D.
    Registered Assistant
    Mobile Phone
    United States, New York
    Apr 25, 2025
  • Account Representative at Wealth Management Group, LLC.
    J. M.
    Account Representative
    Mobile Phone
    UNITED STATES
    Mar 07, 2023
  • Employee at Wealth Management Group, LLC.
    B. T.
    Mobile Phone
    UNITED STATES
    Jul 13, 2023
  • Employee at Wealth Management Group, LLC.
    J. S.
    Mobile Phone
    UNITED STATES
    Mar 07, 2023
  • Employee at Wealth Management Group, LLC.
    J. M.
    Mobile Phone
    UNITED STATES
    Mar 07, 2023
  • Employee at Wealth Management Group, LLC.
    P. R.
    Mobile Phone
    UNITED STATES
    Mar 07, 2023
  • Employee at Wealth Management Group, LLC.
    P. H.
    Mobile Phone
    UNITED STATES
    Mar 07, 2023

Frequently Asked Questions

What are the largest departments at Wealth Management Group, LLC.?

Minus sign iconPlus sign iconBanking is the largest department at 67% of profiles with a known department, followed by Accounting (33%).

How many employees does Wealth Management Group, LLC. have currently?

Minus sign iconPlus sign iconWealth Management Group, LLC. has approximately 4 employees as of September 2026. These team members are located across 1 continents, including North America.

Who are Wealth Management Group, LLC.'s key employees and leadership?

Minus sign iconPlus sign icon

As of September 2026, Wealth Management Group, LLC.'s key employees include:

  • Chief Executive Officer And Founder: K. M.
  • Chief Operating Officer: M. J.
  • President: D. F. D.
  • Owner: B. S.
  • Private Wealth Advisor / Assoc. Vice President: B. T.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

What is Wealth Management Group, LLC.'s most common email format?

Minus sign iconPlus sign iconWealth Management Group, LLC. employees' email format typically follows the pattern of First.Last@wealthmg.com. Trying to find reliable and up-to-date employee contact data? Find more Wealth Management Group, LLC. email formats with LeadIQ.

What is Wealth Management Group, LLC. known for?

Minus sign iconPlus sign iconWealth Management Group, LLC. was founded in 1998 and operates in the Financial Services industry. You can contact Wealth Management Group, LLC.'s main corporate office by phone at
+1-585-241-****
. Explore Wealth Management Group, LLC.'s company overview page for more information.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

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.