Allied Wealth Information

Finances are deeply personal—which is why we start by getting to know you. Your goals. Your concerns. What a meaningful life looks like in your eyes. We’re more than financial advisors, we’re your allies. From tax strategies to income planning to risk management, we create personalized solutions that help you live more freely today knowing your future is planned for. Reach out today to see how Allied Wealth can help you live your richest life.

Website	https://alliedwealth.com
Revenue	$9.8 million
Employees	16 (16 on RocketReach)
Founded	2007
Address	9595 Six Pines Dr Suite 4230, The Woodlands, Texas 77380, US
Phone	+1 281-444-7555
Technologies	JavaScript , HTML , Google Analytics +19 more (view full list)
Industry	Financial Services, Finance General, Finance
Keywords	Retirement Planning, Retirement Solutions, Wealth Management, Wealth Solutions, Financial Planning, Financial Solutions, Investment Management, Investment Solutions, Estate Planning, Retirement Services, Retirement Advisor, Wealth Services, Wealth Advisor, Financial Services, Financial Advisor, Investment Services, Investment Advisor, Retirement Accounts, 401k, Ira
Competitors	Fidelity Investments, Morgan Stanley, Schwab Advisor Services, Vanguard, Merrill Lynch, Edward Jones, Financial Services Company, LPL Financial, Raymond James, TIAA +44 more (view full list)
SIC	SIC Code 628 Companies, SIC Code 62 Companies
NAICS	NAICS Code 52393 Companies, NAICS Code 523 Companies, NAICS Code 5239 Companies, NAICS Code 52 Companies

Allied Wealth Questions

What is the annual revenue of Allied Wealth?

The Allied Wealth annual revenue was $9.8 million in 2026.

Who is the Vice President of Allied Wealth?

Justin Napoleon is the Vice President of Allied Wealth.

How many people are employed at Allied Wealth?

16 people are employed at Allied Wealth.

Where is Allied Wealth based?

Allied Wealth is based in The Woodlands, Texas.

What is the NAICS code for Allied Wealth?

The NAICS codes for Allied Wealth are [52393, 523, 5239, 52].

What is the SIC code for Allied Wealth?

The SIC codes for Allied Wealth are [628, 62].

Top Allied Wealth Employees

Justin Napoleon

Vice President at Allied Wealth

Spring, TX, US
1
- alliedwealth.com
2
- +1 346-316-XXXX
- +1 281-732-XXXX
Cali Wheless

Chief Operations Officer at Allied Wealth

Spring, TX, US
1
- alliedwealth.com
1
- +1 346-316-XXXX
Amber Whiddon

Operations and Compliance Manager at Allied Wealth

Conroe, TX, US
3
- yahoo.com
- alliedwealth.com
- gmail.com
4
- +1 281-932-XXXX
- +1 281-429-XXXX
- +1 281-572-XXXX
- +1 281-814-XXXX
April Bennett

Advisor at Allied Wealth

Spring, TX, US
3
- sbcglobal.net
- yahoo.com
- alliedwealth.com
5+
- +1 832-698-XXXX
- +1 281-748-XXXX
- +1 713-977-XXXX
- +1 281-580-XXXX
- +1 281-251-XXXX
- +1 832-610-XXXX
Caleb Konemann

Associate Advisor at Allied Wealth

Spring, TX, US
2
- icloud.com
- alliedwealth.com
2
- +1 904-955-XXXX
- +1 480-720-XXXX
Matthew Williams

Investment Advisor at Allied Wealth

Spring, TX, US
1
- alliedwealth.com
1
- +1 312-810-XXXX
Travis McFarland

Financial Advisor at Allied Wealth

Spring, TX, US
1
- alliedwealth.com
4
- +1 804-285-XXXX
- +1 832-810-XXXX
- +1 804-332-XXXX
- +1 804-282-XXXX
Colton Miller

Investment Advisor at Allied Wealth

Spring, TX, US
1
- alliedwealth.com
3
- +1 801-602-XXXX
- +1 469-974-XXXX
- +1 713-468-XXXX
Melissa Patenaude

Relationship Manager at Allied Wealth

Spring, TX, US
1
- alliedwealth.com
1
- +1 802-274-XXXX
Kelly Napoleon

Portfolio Specialist at Allied Wealth

Spring, TX, US
2
- alliedwealth.com
- gmail.com
3
- +1 346-316-XXXX
- +1 281-782-XXXX
- +1 214-552-XXXX