WealthUSA Employee Directory

Financial ServicesFlorida, United States2-10 Employees

WealthUSA, LLC operates in the financial services sector and is headquartered in Dania Beach, Florida, United States. The firm provides retirement planning, estate planning, asset protection, and business succession planning, along with college financial planning, serving both U.S. citizens and foreign nationals. Its offerings also cover wealth accumulation, retirement distribution planning, business continuation planning, non-qualified deferred compensation, wills, and trusts. WealthUSA markets leveraged planning solutions, which use financial leverage to expand clients' funding capacity for life insurance and related planning strategies. The company employs a small team, estimated at 2 to 10 employees, and reports annual revenue in the range of $1 million to $10 million.

Find WealthUSA employees' phone numbers or email addresses

WealthUSA Global Highlights

Location
Employees

North America
2

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  • United States Of America
    2

WealthUSA's Leadership

  • Stylized image of a person
    O. R. M.
    President & Ceo
    Phone icon
  • Stylized image of a person
    N. N.
    Financial Advisor
    Phone icon

WealthUSA Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other
  • Arts & Design

Contact profiles from WealthUSA

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    O. R. M.
    President & Ceo
    Phone icon
    United StatesFlorida
    Jan 28, 2026
  • Stylized image of a person
    N. N.
    Financial Advisor
    Phone icon
    United StatesFlorida
    Apr 14, 2026

Frequently Asked Questions

What is WealthUSA known for?

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WealthUSA was founded in 1996 operates in the Financial Services industry. The company's main headquarters is located in 601 East Dania Beach Boulevard 1019 Dania Beach, Florida United States; you can contact the main corporate office by phone at . Explore WealthUSA's company overview page for more information.

What is WealthUSA's most common email format?

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

How many employees does WealthUSA have currently?

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WealthUSA has approximately 5 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are WealthUSA's key employees and leadership?

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As of June 2026, WealthUSA's key employees include:

  • President & Ceo: O. R. M.
  • Financial Advisor: N. N.

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