LeadIQ logo
Learn more at LeadIQ.com
WFG Wealth Management logo

WFG Wealth Management Employee Directory

Investment ManagementMaryland, United States2-10 Employees

WFG Wealth Management is a financial advisory firm that assists families in planning for their futures at a pace that suits them. Based in Woodbine, Maryland, the company operates within the investment management industry and focuses on guiding clients through personal financial planning and long-term risk management. With a small team, it emphasizes a personalized approach to help households articulate and pursue their financial goals.
The firm serves individuals and families seeking structured, step-by-step planning support rather than broad, one-size-fits-all solutions. As part of its regional presence in the United States, WFG Wealth Management positions itself as a local partner for ongoing financial stewardship, offering ongoing collaboration to adjust plans as circumstances change.

Find WFG Wealth Management employees' phone numbers or email addresses

WFG Wealth Management Global Highlights

Location
Employees

North America
10

Minus sign iconPlus sign icon
  • United States Of America
    10

WFG Wealth Management's Leadership

  • Stylized image of a person
    M. N.
    President
    Phone icon
    Mobile Phone

WFG Wealth Management Employee Metrics

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

Contact profiles from WFG Wealth Management

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    M. N.
    President
    Phone icon
    Mobile Phone
    Oct 16, 2024

Frequently Asked Questions

What is WFG Wealth Management known for?

Minus sign iconPlus sign iconWFG Wealth Management was founded in 2008 operates in the Investment Management industry; you can contact the main corporate office by phone at
+1-301-559-****
. Explore WFG Wealth Management's company overview page for more information.

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

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

How many employees does WFG Wealth Management have currently?

Minus sign iconPlus sign iconWFG Wealth Management has approximately 3 employees as of July 2026. These team members are located across 1 continents, including North America.

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

Minus sign iconPlus sign icon

As of July 2026, WFG Wealth Management's key employees include:

  • President: M. N.

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

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.