Woodforest Wealth Revenue
Financial Services • 
1330 Lake Robbins Dr, Suite 150, United States • 21-50 Employees
Woodforest Wealth revenue & valuation
| Annual revenue | $2,138,875 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $6,900,000 |
| Total funding | No funding |
Key Contact at Woodforest Wealth
James B. Mcallister
VICE PRESIDENT, WWS | FINANCIAL ADVISOR, RJFS
Company overview
| Headquarters | 1330 Lake Robbins Dr, Suite 150, The Woodlands, Texas 77380, US |
| Phone number | +18008560869 |
| Website | |
| NAICS | 52 |
| Keywords | Risk Management, Life Insurance, Retirement Income Strategies, Corporate Retirement Plans, Group Benefit Plans, Wealth Transfer Strategies, Portfolio Investment Planning |
| Founded | 2000 |
| Employees | 21-50 |
| Socials |
Woodforest Wealth Email Formats
Woodforest Wealth uses 4 email formats. The most common is {first initial}{last name} (e.g., jdoe@woodforestwealth.com), used 82.4% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@woodforestwealth.com | 82.4% |
{first initial}{first initial}{first initial} | jjj@woodforestwealth.com | 5.9% |
{first name}{last name} | johndoe@woodforestwealth.com | 5.9% |
{last name}{last name} | doedoe@woodforestwealth.com | 5.9% |
About Woodforest Wealth
Since 2000, Woodforest Wealth (WW) has provided customized wealth management solutions to individuals, businesses and non-profits. Assets under management are $2.47 billion as of March 2025. WW financial advisors have an average of > 20 years of financial industry experience and use their collective specialized knowledge to provide insightful guidance, while keeping professionalism, ethics and integrity at the forefront of all they do. We serve clients from nine locations: seven in Texas and two in Florida. WW is part of the Woodforest Financial Group, which includes Woodforest National Bank and its more than 700 branches in 17 states. Our practice uses Raymond James as its broker dealer. Securities are offered through Raymond James Financial Services, Inc., Member FINRA / SIPC, an independent broker/dealer, and are not insured by bank insurance, FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risk, including the possible loss of principal. Woodforest Wealth and Woodforest National Bank® are not registered broker/dealers and are independent of Raymond James Financial Services. Woodforest Wealth is a division of Woodforest National Bank®. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site.
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Woodforest Wealth has 11 employees across 2 departments.
Departments
Number of employees
Funding Data
Woodforest Wealth has never raised funding before.
Woodforest Wealth Tech Stack
Discover the technologies and tools that power Woodforest Wealth's digital infrastructure, from frameworks to analytics platforms.
CDN
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PaaS
RUM
Security
JavaScript libraries
Tag managers
JavaScript libraries
Security
Miscellaneous
Livestreaming
CMS
Portugal
France
Germany
United Kingdom
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