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Greg W. Allen Email & Phone Number
Founding Partner and Wealth Manager
at
Wealth Haus
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 86%
Current company
Role
Founding Partner and Wealth Manager
Location
Greenwood, Indiana, United States
Company size
Who is Greg W. Allen? Overview
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Quick answer
Greg W. Allen is listed as Founding Partner and Wealth Manager at Wealth Haus, a with 6 employees, based in Greenwood, Indiana, United States. AeroLeads shows a matched LinkedIn profile for Greg W. Allen.
Greg W. Allen previously worked as Founding Partner & Wealth Manager at Wealth Haus and Founding Partner & Wealth Advisor at Greg Allen Wealth. Greg W. Allen studied at Indiana University Bloomington.
Company email context
Email format at Wealth Haus
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Wealth Haus
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Profile bio
About Greg W. Allen
Our boutique firm serves a select group of clients, allowing us to provide highly personal and attentive service. We’ve aligned our practice with LPL Financial, a Fortune 500 company that offers valuable resources to cultivate a sophisticated planning experience. Through this partnership, we provide industry-leading solutions and technology while maintaining an intimate, service-oriented relationship with our clients.
Current workplace
Greg W. Allen's current company
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Wealth Haus
5 roles
Greg W. Allen work experience
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Founding Partner & Wealth Manager
CurrentAt Wealth Haus, we are committed to providing a boutique, holistic wealth-building experience. Our approach features personally tailored financial architecture, bespoke client care, cutting-edge strategy, and unprecedented investment opportunities. We are passionately devoted to educating and informing our clients, allowing them to take the lead in crafting their financial blueprint.Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Wealth Haus is not an affiliate company of LPL Financial.
Dec 2024 - Present
Founding Partner & Wealth Advisor
Greg Allen Wealth
(Formerly Greg Allen Wealth) Independent Wealth Advisor with LPL. I help high-net-worth individuals (HNWIs) and families manage their financial wealth. I love to work with clients to develop investment strategies, plan for retirement and create wealth-building plans.Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Greg Allen Wealth is not an affiliate company of LPL Financial.For hyperlinks to FINRA and SIPC, please refer to the 'Contact Info' section above.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. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Dec 2022 - Dec 2024
Financial Advisor
Apr 2019 - Dec 2022
Financial Advisor
© 2016 Morgan Stanley Smith Barney LLC (“MSSB”), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSBwill not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. Statements and messages for US residents only and subject to the followingterms: http://www.morganstanley.com/disclaimers/mswm-email.html
Jun 2015 - Mar 2019
1 education record
Greg W. Allen education
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Indiana University Bloomington
FAQ
Frequently asked questions about Greg W. Allen
Quick answers generated from the profile data available on this page.
What company does Greg W. Allen work for?
Greg W. Allen works for Wealth Haus.
What is Greg W. Allen's role at Wealth Haus?
Greg W. Allen is listed as Founding Partner and Wealth Manager at Wealth Haus.
Where is Greg W. Allen based?
Greg W. Allen is based in Greenwood, Indiana, United States while working with Wealth Haus.
What companies has Greg W. Allen worked for?
Greg W. Allen has worked for Wealth Haus, Greg Allen Wealth, Edward Jones, and Morgan Stanley.
How can I contact Greg W. Allen?
You can use AeroLeads to view verified contact signals for Greg W. Allen at Wealth Haus, including work email, phone, and LinkedIn data when available.
What schools did Greg W. Allen attend?
Greg W. Allen studied at Indiana University Bloomington.
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