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WGG Wealth Partners

EST. AUM
$250,000,000

CONTACTS
2

CLIENT ACCOUNTS

Firm Details

Metro area San Antonio
CRD Number
Website wggwealth.com
Client types

Overview

Wyble Graham Garcia Wealth Management (WGG Wealth) is an independent wealth advisory firm headquartered in San Antonio, Texas that delivers personalized financial planning and investment management services to individuals, families, and business owners. Founded as a Texas LLC in 2016, the firm emphasizes a client-first philosophy rooted in tailored strategies to help clients achieve long-term goals across retirement, estate planning, insurance, tax efficiency, risk mitigation, and investment management. Their holistic process combines data-driven analysis with deep relationship-based advice to simplify complex financial challenges. Securities and advisory services are delivered through affiliated and independent broker-dealer/advisory channels.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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