WealthVest is a catalyst, accelerating innovation and distribution in the annuity industry. For insurance carriers, we facilitate faster, smarter product launches backed by deep market insight. For broker-dealers, banks, and registered investment advisors, we boost sales and market share through branded distribution, dedicated case management, integrated platforms, and data-driven sales enablement. For financial professionals, we offer tools, training, and strategies that optimize portfolios, build trust and strengthen relationships. Across all of our partnerships, we work to accelerate progress, sharpen execution, and exceed expectations. Securities brokerage services offered through World Equity Group, Inc. Member FINRA/ SIPC and a Registered Investment Advisor. 425 N. Martingale Road Suite 1220 Schaumburg, IL 60173. www.worldequitygroup.com. WealthVest, LLC. is neither owned nor controlled by World Equity Group, Inc., WealthVest, LLC. and World Equity Group, Inc, are independent companies. Social Media Disclosures and Privacy Policy: https://www.wealthvest.com/legal-and-privacy
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The WealthVest annual revenue was $19.3 million in 2026.
Wade Dokken is the Founder of WealthVest.
75 people are employed at WealthVest.
WealthVest is based in Bozeman, Montana.
The NAICS codes for WealthVest are [541613, 541, 54161, 5416, 54].
The SIC codes for WealthVest are [874, 87].