North Texas Wealth Management

Financial Services • Allen, Texas, United States • 11-20 Employees

Company overview

Headquarters	790 S Watters Rd, Suite 100, Allen, Texas 75013, US
Phone number	+19728403764
Website	ntxwealth.com
NAICS	52
SIC	628
Keywords	Tax Planning, Wealth Management, Income Planning, Retirement Planning, Financial Planning, Estate Planning
Founded	1968
Employees	11-20
Socials

Key Contact at North Texas Wealth Management

Mike Crews

Ceo

North Texas Wealth Management Email Formats

North Texas Wealth Management uses 2 email formats. The most common is {first initial} (e.g., j@ntxwealth.com), used 54.5% of the time.

Format	Example	Percentage
{first initial}	j@ntxwealth.com	100%

About North Texas Wealth Management

WHO WE HELP North Texas Wealth Management provides comprehensive financial planning and investment management services primarily to salaried employees of Fortune 500 companies instead of exclusively high-net-worth individuals. We excel in understanding and maximizing employer benefits, empowering our clients to navigate the complexities of financial planning. Our team approach, innovative strategies, and unwavering commitment to our clients set us apart in the industry. We're more than financial advisors—we are partners in our clients' journey toward a financially secure and fulfilling life. Securities offered through LPL Financial. Member SIPC, http://www.sipc.org. The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AL, AR, AZ, CA, CO, FL, GA, ID, IA, KS, KY, LA, MD, MI, MO, MT, ND, NM, OK, OR, PA, SC, TN, TX, WA, WY. Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

North Texas Wealth Management revenue & valuation

Annual revenue	$1,112,215
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$3,600,000
Total funding	No funding

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

Manager

C-Suite

Employees by Department

North Texas Wealth Management has 9 employees across 5 departments.

Departments

Number of employees

Funding Data

North Texas Wealth Management has never raised funding before.

North Texas Wealth Management Tech Stack

Discover the technologies and tools that power North Texas Wealth Management's digital infrastructure, from frameworks to analytics platforms.

reCAPTCHA

Security

Cloudflare Bot Management

Security

Gravity Forms

Form builders

lit-element

JavaScript libraries

Google Maps

Maps

lit-html

JavaScript libraries

Cloudflare

CDN

Salesforce Marketing Cloud Account Engagement

Marketing automation

jQuery

JavaScript libraries

Google Ads

Advertising

HTTP/3

Miscellaneous

PHP

Programming languages

Frequently asked questions

North Texas Wealth Management is located in Allen, Texas, US.

You can reach North Texas Wealth Management at +19728403764.

North Texas Wealth Management was founded in 1968, making it 58 years old. The company has established itself as a significant player in its industry over this time.

North Texas Wealth Management has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at North Texas Wealth Management

Mike Crews

Ceo

4.8

40,000 users