The Wealth Design Group company source record lists 58 employees. The visible Wealth Design Group management graph includes:
Carole Baker
Vice President
2
0
General
(21)
Bill Faulk
Vice President, Wealth Design Group, Llc-sugar Land
2
1
Finance
(10)
Sylvan Schwartz, Iii, Mba
Educating and Empowering Physicians, Dentists and Business Owners with Building Strong Financial Plans.
3
3
Sales
(2)
Reza Sahami
Account Manager
0
0
Healthcare
(1)
Hector Matteer
Actively Seeking Professional Opportunities in Health Care and Clinical Research.
2
0
Related company intelligence for Wealth Design Group
7 same-industry peers
9 with employee estimates
10 with websites
10 with social profiles
4 peer evidence types
Peer evidence source coverage
4 source-backed evidence types support this related-company graph.
same-industry peers, employee benchmarks, website records, and social profiles
Same-industry peers
7 / 10
7 of 10 related companies share this company's industry classification.
Employee benchmarks
9 / 10
9 of 10 related companies include employee estimates.
Website records
10 / 10
10 of 10 related companies include official website records.
Social profiles
10 / 10
10 of 10 related companies include company social profile signals.
Peer link quality filter
Multi-signal peer link set
10 related companies met the 2-signal peer-link threshold. Eligible peers average 3.9 source-backed signals.
10
eligible
0
filtered
3.9
avg signals
Peer comparison matrix
Limited peer comparison
Compares this company with related-company evidence across employee scale and peer graph evidence.
employee scale and peer graph evidence
Employee scale
Larger than most related peers
This company
58 employees
Related peers
18 median peer employees
7 of 9 related employee-estimated peers are lower.
9 related companies with employee estimates
Peer graph evidence
Multi-signal peer benchmark evidence
This company
Benchmark-ready peer graph
Related peers
3 benchmark dimensions
Peer benchmark combines 10 related companies with peer graph strength, size benchmark, and size position. Underlying peer graph includes 4 evidence types: industry context, employee benchmarks, website records, social profiles.
industry context, employee benchmarks, website records, social profiles
Peer benchmark evidence
Multi-signal peer benchmark evidence
Peer benchmark combines 10 related companies with peer graph strength, size benchmark, and size position. Underlying peer graph includes 4 evidence types: industry context, employee benchmarks, website records, social profiles.
peer graph strength
size benchmark
size position
Peer position benchmark
Employee-scale peer position benchmark
Peer-position benchmark shows employee scale above 77.8% of 9 comparable related peers.
Directional peer-position evidence:
Peer-position evidence combines employee scale above 77.8% of 9 comparable related peers from related-company records.
Employee scale: 77.8%
Peer graph strength
Benchmark-ready peer graph
Related peer graph has industry context, employee benchmarks, website records, and social profiles across 10 related companies.
Peer median size
18 employees
Largest peer by size
Atria Wealth Solutions
160 employees
Wealth Design Group size signal
58 employees
Peer size comparison
2 larger · 7 smaller
Peer scale position
Larger than most related peers
7 of 9 related employee-estimated peers are lower.
Wealth Design Group people graph sample
-
Mark Connely
Empowering Families to Experience
Greater Houston, United States1 email signal on wealthdesigngroup.net5 phone signals available
-
Victoria Cooper, Cdfa®, Cva®, Mba
Bringing Financial Clarity to Life
Greater Houston, United States2 email signals across 2 non-official domains5 phone signals available
-
Richard Ray
Owner, Wealth Design Group, Llc
Missouri City, Texas, United States1 email signal across 1 non-official domain
How AeroLeads builds company intelligence
Use source-backed company records
AeroLeads combines company source fields, workforce samples, email-pattern aggregates, and related-company records when those signals are available.
Show only available evidence
Blank source fields are omitted. Contact channels are summarized as signals, with raw email addresses and phone numbers masked on public pages.
Compare useful company context
Related company, market, workforce, technology, and management signals help turn a static company listing into a company intelligence page.
Contact research
AeroLeads intelligence
Review reachable contact coverage for Wealth Design Group
AeroLeads maps 3 visible contact signals for Wealth Design Group. Coverage is multi-channel contact coverage.