Wealth Architecture Group
Real Estate • 
Rolling Hills Estates, California, United States • 1-10 Employees
Company overview
| Headquarters | Rolling Hills Estates, California, United States |
| Phone number | +18005992959 |
| Websites | |
| NAICS | 522292 |
| Founded | 2008 |
| Employees | 1-10 |
| Socials |
Key Contacts at Wealth Architecture Group
Ryan Namba
Owner
Paul Henderson
Executive Creative Director
Wealth Architecture Group Email Formats
Wealth Architecture Group uses 3 email formats. The most common is {first name}.{last name} (e.g., john.doe@wagfinancial.com), used 66.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name} | john.doe@wagfinancial.com | 66.7% |
{first initial}.{last name} | j.doe@wagfinancial.com | 22.2% |
{2char} | {2char}@wagfinancial.com | 11.1% |
About Wealth Architecture Group
We specialize in personalized consultative services in the arena of Wealth Accumulation and Asset Protection. We are uniquely designed and ideally positioned to optimize our client’s financial literacy and lifestyle objectives. We are passionately committed to developing a personalized game plan for success with our clients. Insurance & Financial Services - WAG Insurance & Financial is a Division of Wealth Architecture Group, Inc.; CA License # 0G94461. Here WAG advisors focus on "blended solutions" that incorporate investment grade life insurance contracts as well as annuities. We review options from basic protection solutions to more advanced strategies used by "high net worth" individuals. Real Estate Investment Solutions - WAG Capital & Investments, LLC is a sister company under Wealth Architecture Group, Inc. Investing in real estate should be about stability, comfortable and solid returns, as well as protecting downside and securing the investment with real property. Offerings through our partners are structured around real estate in many ways, typically focusing on areas that offer the lowest risk with the highest return. As a result, the most enticing benefits to our investors include recurring income and stability, portfolio diversification, a hedge to economic cycles and significant upside potential. Asset Management -We reinforce the long term fortitude of our clients business plan that focuses on building the proper foundation on which to accumulate and preserve assets. Tax counseling, legal strategies, entity structuring and estate planning are covered by our our CPA and Attorney partners. Self-Directed Retirement solutions are also provided. Specifically, both the use of an individual Self-Directed IRA and company sponsored Self-Directed Solo 401K are utilized to provide a more comprehensive and predictable retirement accumulation and distribution vehicle.
Wealth Architecture Group revenue & valuation
| Annual revenue | $855,550 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Real Estate industry and current estimated revenues | $2,800,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Wealth Architecture Group has 5 employees across 3 departments.
Departments
Number of employees
Funding Data
Wealth Architecture Group has never raised funding before.
Wealth Architecture Group Tech Stack
Discover the technologies and tools that power Wealth Architecture Group's digital infrastructure, from frameworks to analytics platforms.
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Miscellaneous
Security
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