DFW Wealth Strategies
Financial Services • 
1560 E Southlake Blvd, Suite 225, United States • 1-10 Employees
Company overview
| Headquarters | 1560 E Southlake Blvd, Suite 225, Southlake, Texas 76092, US |
| Website | |
| NAICS | 52 |
| Founded | 2021 |
| Employees | 1-10 |
Key Contacts at DFW Wealth Strategies
Will Nelson
Managing Director
Kyle Alexander
Director Of Operations And Training
DFW Wealth Strategies Email Formats
DFW Wealth Strategies uses 1 email format. The most common is {first name}{last name} (e.g., johndoe@dfwwealthstrategies.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@dfwwealthstrategies.com | 100% |
About DFW Wealth Strategies
At DFW Wealth Strategies, our mission is simple: to partner with financial professionals to build a thriving, independent practice—your way. We specialize in providing everything a thriving business needs to double its size or support a new practice get off its feet. Founded by an advisor and powered by Guardian Life, Park Avenue Securities, and Living Balance Sheet, we provide access to trusted products, proven tools, and a dedicated team that works for your success. This isn’t a top-down firm. It’s a partnership—built by advisors, for advisors. Our goal is to empower you to grow with full control, the right tools, and the confidence of knowing you’re backed by some of the strongest names in the industry. Why you should partner with us: -Compensation that Power Growth -Benefits that match big firms -Teaming the multiplies your impact -Products & Systems you don’t have to apologize for -A planning process, and a lab to test in -A Growth partner you can count on Instead of wondering if the grass is greener somewhere else, join a team that’s already invested in your success. Registered Principal and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. PAS is a wholly owned subsidiary of Guardian. DFW Wealth Strategies is not an affiliate or subsidiary of PAS or Guardian.
DFW Wealth Strategies revenue & valuation
| Annual revenue | $598,885 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,000,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
DFW Wealth Strategies has 2 employees across 2 departments.
Departments
Number of employees
Funding Data
DFW Wealth Strategies has never raised funding before.
Netherlands
Ireland
Frequently asked questions
4.8
40,000 users
