Wealth Factory
Wealth Factory, LLC is a Salt Lake City-based private wealth architecture coaching firm serving U.S. entrepreneurs and professionals earning $250K+ or running $1M+ businesses, delivering a proprietary four-pillar methodology through high-touch wealth architects, a 90-day onboarding program, and a subscription education tier.
- Company typePrivate
- Founded2014
- HeadquartersSalt Lake City, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
What Wealth Factory does
Wealth Factory, LLC is a privately held wealth-architecture coaching and education company headquartered in Salt Lake City, Utah, operating since 2014 with 11-50 employees and no outside funding. It sells advisory-style programs to U.S.-based entrepreneurs and high-income professionals who meet strict qualification thresholds (W-2 earners at $250K+ or business owners generating $1M+ in annual revenue). The offering centers on a proprietary four-pillar methodology — the Family Bank System, Tax Elimination Strategy, Dynasty Trust / Asset Protection Architecture, and Family Governance — packaged as the Wealth Architecture Program with a Wealth Navigator tier and a Wealth University monthly subscription for lower-touch educational access.
The company's core delivery model is a 90-day structured onboarding framework in which a dedicated 'wealth architect' conducts strategy sessions, bi-monthly check-ins, and ongoing optimization, coordinated with a vetted network of external CPAs and attorneys. Underlying intellectual property is methodology- and content-driven rather than technology-driven: there is no software product, API, AI/ML capability, or integration layer — value is conveyed through a flagship lead-magnet book ('What Would Billionaires Do?'), the Dynasty Playbook blog, a podcast, and an active social footprint across Facebook, LinkedIn, Instagram, YouTube and TikTok.
Revenue is generated through three streams: (i) fee-for-service Wealth Architecture and Wealth Navigator engagements on multi-year contracts subject to FTC cooling-off rules; (ii) the recurring Wealth University subscription with a 30-day money-back guarantee; and (iii) freemium educational content used as a funnel into paid programs. Customer acquisition runs exclusively through direct, consultative sales — a website 'Book a strategy session' CTA leads to an online qualification form and then to a high-touch sales conversation, with no channel partners or resellers. The firm is founder-led by Norm Westervelt, operates as an LLC, and serves only the U.S. market, with no disclosed institutional investors or M&A activity.
Wealth Factory firmographics
Firmographics- Name
- Wealth Factory
- Legal name
- Wealth Factory, LLC
- Website
- https://wealthfactory.com
- Company type
- Private
- Founded year
- 2014
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Wealth Factory, LLC is a Salt Lake City-based private wealth architecture coaching firm serving U.S. entrepreneurs and professionals earning $250K+ or running $1M+ businesses, delivering a proprietary four-pillar methodology through high-touch wealth architects, a 90-day onboarding program, and a subscription education tier.
- Ownership category
- akta.pro rank
Wealth Factory industry classification
Industry- Product category
- Financial Education and Wealth Coaching
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Next-Gen Education & Family Learning Programs (FSAAADAM)
- akta.pro secondary industries
- Financial Literacy, Budgeting & Personal Finance (EDAMAHAE), Family & Life-Stage Financial Planning (Marriage, Kids, Caregiving) (EDAAAJAM)
Keywords
Where Wealth Factory is headquartered
LocationHeadquarters
- HQ city
- Salt Lake City
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Wealth Factory business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Marketing or Sales, Operations, Technology or R&D
Revenue model
- Wealth University (Monthly Subscription): A monthly subscription program offering ongoing financial education, private wealth education vault, and bi-weekly group sessions. Operates on a month-to-month basis with a 30-day money-back guarantee after initial payment.
- Wealth Architecture & Wealth Navigator Programs: High-touch service programs offering comprehensive wealth strategy development, implementation guidance, dedicated wealth architect support, architecture mapping & scorecard, vetted expert network access, and ongoing optimization. These are fee-for-service programs with strict refund policies (3-day cooling-off period per FTC rule for qualifying purchases).
- Educational Content (Free & Paid): Free book 'What Would Billionaires Do?' offered as lead magnet requiring email/phone capture. Additional educational resources and content available through the Dynasty Playbook platform.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Wealth University - Monthly Subscription |
| Other | Multi-year contract | Wealth Architecture & Wealth Navigator Programs |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels6 records
Wealth Factory product offering
Product offeringCore offering
Wealth Factory designs and sells structured wealth-building education programs for individual consumers. Its flagship Wealth Architecture Program teaches a proprietary Family Bank System for clients to manage and deploy their own capital, while the Wealth Navigator Program provides ongoing coaching and Wealth University delivers self-paced online financial education.
Product overview
Wealth Factory is a financial strategy and wealth architecture company offering a comprehensive suite of services for high-income entrepreneurs and professionals. The core offering consists of the Wealth Architecture Program built around four pillars: The Family Bank System, Tax Elimination Strategy, Asset Protection & Dynasty Trust Architecture, and Family Governance. Supporting products include the Dynasty Playbook (educational resources), Wealth University (subscription education), and the 90-Day Wealth Acceleration Framework for onboarding. The company operates as a coaching and education platform rather than a technology product, focusing on personal wealth strategy, tax optimization, and multi-generational planning. No software products, APIs, or AI capabilities are offered.
Differentiator
Problem solved
Functional benefit
Products and services
- Wealth Architecture Program
Quantifiable outcome
- Case study client (owner + 2 kids, $700K revenue, $200K profit) achieved $15K-$22K total tax savings through proper payroll, Roth IRA funding, protection coverage, and trust creation
- +5 more outcomes
Companies that use Wealth Factory
Customer profileNamed customers6 records
Segments6 records
Ideal customer profiles1 record
Wealth Factory technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature6 records
Wealth Factory partnerships and signals
Strategic signalScale indicators3 records
Recent moves5 records
Expansion highlights4 records
Wealth Factory competitors and assessment
Company assessmentBroad incumbents
- Ramsey Solutions: Dave Ramsey's financial education empire offering books, courses, and coaching across debt, budgeting, investing, and wealth building. Comparable to Wealth Factory as a high-profile financial education brand monetizing through content, courses, and premium coaching — though Ramsey's audience skews mass-market while Wealth Factory targets HNW.
- Tony Robbins (Mastery / Wealth Mastery): Tony Robbins' high-touch personal development and wealth mastery programs targeting entrepreneurs and HNW individuals through live events, premium coaching, and content. Comparable to Wealth Factory in the premium coaching-for-entrepreneurs model, though broader in scope beyond financial architecture.
- Edelman Financial Engines: One of the largest US independent RIAs offering comprehensive wealth planning, investment management, and financial coaching to individuals and business owners. Comparable to Wealth Factory in serving HNW clients with integrated planning, but operates under full fiduciary licensing and at significantly greater scale.
- Creative Planning: Large fee-only RIA providing comprehensive wealth management, tax planning, estate planning, and family office services to HNW clients. Comparable to Wealth Factory's integrated wealth architecture approach for business owners and HNW families, with full fiduciary licensing as a key differentiator.
- Personal Capital: Tech-enabled wealth manager (now part of Empower) combining digital tools with human advisors to serve HNW clients with planning, investing, and retirement strategies. Comparable to Wealth Factory in HNW target and integrated financial planning, but differentiated by its technology platform and fiduciary licensing.
Direct peers
- Strategic Coach: Dan Sullivan's premium coaching membership for entrepreneurs and high-income professionals, delivering structured frameworks, quarterly workshops, and high-touch accountability. Highly comparable to Wealth Factory's Wealth Architecture program in pricing model, target customer (high-earning entrepreneurs), and proprietary methodology-driven delivery.
- Money Mastery: Todd Langford's financial education and coaching company focused on cash-flow banking, infinite banking, and tax-advantaged wealth strategies for business owners and high-income earners. Directly comparable to Wealth Factory's Family Bank System methodology and HNW entrepreneur target segment.
- Dynasty Financial Partners: Service and technology platform supporting independent financial advisors serving ultra-HNW and family-office clients with comprehensive wealth planning. Comparable to Wealth Factory in the multi-generational, family-office-style wealth architecture positioning, though operates as an advisor support platform rather than direct-to-consumer.
Emerging players
- Wealth.com: Technology platform for estate planning and wealth transfer that helps advisors and HNW families build, manage, and visualize trusts and estate structures. Comparable to Wealth Factory's dynasty trust and family governance focus, but differentiated as a B2B SaaS provider rather than direct coaching business.
- Halftime Institute: Coaching and curriculum organization helping high-earning professionals align purpose, finances, and legacy through structured programs and peer cohorts. Comparable to Wealth Factory in the high-earning professional target segment, multi-generational/multi-pillar framework, and coaching-based delivery model.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
Wealth Factory social profiles
Digital presenceWealth Factory financial estimates
Financial estimateRevenue estimate
Valuation estimate
Wealth Factory leadership team
Management profileNumber of profiles
Profiles4 records
Wealth Factory funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Wealth Factory M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Wealth Factory
What does Wealth Factory do?
Wealth Factory designs and sells structured wealth-building education programs for individual consumers. Its flagship Wealth Architecture Program teaches a proprietary Family Bank System for clients to manage and deploy their own capital, while the Wealth Navigator Program provides ongoing coaching and Wealth University delivers self-paced online financial education.
Is Wealth Factory a public or private company?
Wealth Factory is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Wealth Factory founded?
Wealth Factory was founded in 2014. It employs 11 to 50 people.
Where is Wealth Factory based?
Wealth Factory is headquartered in Salt Lake City, United States, in the North America region.
How does Wealth Factory make money?
Three revenue lines are on record. Wealth University (Monthly Subscription) is the primary driver. The others are wealth Architecture & Wealth Navigator Programs and educational Content (Free & Paid).
Who are Wealth Factory's main competitors?
Broad incumbents on record are Ramsey Solutions, Tony Robbins (Mastery / Wealth Mastery), Edelman Financial Engines, Creative Planning and Personal Capital. Direct peers are Strategic Coach, Money Mastery and Dynasty Financial Partners. Emerging players are Wealth.com and Halftime Institute.
Does Wealth Factory have an API?
No public API is recorded for Wealth Factory.
What industry is Wealth Factory in?
Wealth Factory's product category is Financial Education and Wealth Coaching. Its primary akta.pro industry code is FSAAADAM, Next-Gen Education & Family Learning Programs, with a secondary code of EDAMAHAE, Financial Literacy, Budgeting & Personal Finance. Its NAICS code is 523940 and its SIC code is 6282.