AssetMark Employee Directory

Q: What is AssetMark known for?

AssetMark was founded in 1996. AssetMark operates in the Financial Services industry.

Q: How many employees does AssetMark have currently?

AssetMark has approximately 1K employees.

Q: Who are AssetMark's key employees and leadership?

AssetMark's key employees include: Chairman And Group Ceo: L. M., Chief Marketing Officer: N. M., Chief Client Success Officer: V. E., Chief Market Strategist: K. S., Chief Investment Strategist: A. B..

Financial ServicesCalifornia, United States1001-5000 Employees

AssetMark, Inc. operates a wealth management platform with a mission to help financial advisors and their clients. AssetMark, together with its affiliates AssetMark Trust Company, Voyant, and Adhesion Wealth Advisor Solutions, serves advisors at every stage of their journey with flexible, purpose-built solutions, powered by its innovative technology platform. The company equips advisors with planning tools, investment solutions, and operational capabilities to help deliver better investor outcomes by enhancing their productivity, profitability, and client satisfaction.

Founded in 1996, AssetMark has over 1,100 employees and serves more than 10,500 financial advisors and 318,000 investor households. As of September 30, 2025, the firm had over $158 billion in platform assets. AssetMark is a registered investment adviser with the U.S. Securities and Exchange Commission. For more information, visit www.assetmark.com.

Find AssetMark employees' phone numbers or email addresses

AssetMark Global Highlights

North America
1.3K

United States Of America
1.3K
Canada
1
Costa Rica
1

Europe
5

United Kingdom Of Great Britain And Northern Ireland
4
Netherlands
1

Africa
3

Ghana
3

Asia
2

India
2

AssetMark's Leadership

N. M.
Chief Marketing Officer
Mobile Phone
Email
V. E.
Chief Client Success Officer
Mobile Phone
Email
K. S.
Chief Market Strategist
Mobile Phone
Email
A. B.
Chief Investment Strategist
Mobile Phone
Email
J. P.
Vice President Finance
Mobile Phone
Email
A. D. C.
Vice President Learning And Development
Mobile Phone
Email
B. W.
President, Assetmark Trust Company
Mobile Phone
Email
G. G.
President
Mobile Phone
Email

AssetMark Employee Metrics

100%

50%

0%

2026

2025

Analytics
Consultant
Operations
Business
Engineering
Other
Banking
Finance
Sales
Business Development
Product Management

Contact profiles from AssetMark

Name

Title

Contact Info

Location

Last Update

L. M.
Chairman And Group Ceo
Mobile Phone
Email
United States
Jan 20, 2026
N. M.
Chief Marketing Officer
Mobile Phone
Email
Bay
May 29, 2024
B. W.
President, Assetmark Trust Company
Mobile Phone
Email
United StatesArizona
Feb 02, 2026
J. A.
Svp-Chief Information Security Officer And Head Of Infrastructure
Mobile Phone
Email
United StatesGeorgia
Mar 31, 2025
T. M.
Partner Custodian Case Manager
Mobile Phone
Email
United States
Oct 20, 2025
A. W.
Executive Assistant To The President And Chief Executive Officer
Mobile Phone
Email
Oct 17, 2024
D. R.
Executive Assistant To Svp, Chief Investment Officer And Office Administrator
Mobile Phone
Email
Oct 18, 2024
E. B.
Owner
Mobile Phone
Email
Oct 22, 2024
G. G.
President
Mobile Phone
Email
Oct 23, 2024
J. H.
Executive Vice President And Chief Investment Officer
Mobile Phone
Email
Oct 23, 2024

Frequently Asked Questions

What is AssetMark known for?

AssetMark was founded in 1996 operates in the Financial Services industry. The company's main headquarters is located in 1655 Grant Street 10th Floor Concord, California 94520 United States; you can contact the main corporate office by phone at

+1-800-664-****

. Explore AssetMark's company overview page for more information.

What is AssetMark's most common email format?

AssetMark employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more AssetMark email formats with LeadIQ.

How many employees does AssetMark have currently?

AssetMark has approximately 1K employees as of February 2026. These team members are located across 4 continents, including North AmericaEuropeAfrica.

Who are AssetMark's key employees and leadership?

As of February 2026, AssetMark's key employees include:

Chief Marketing Officer: N. M.
Chief Client Success Officer: V. E.
Chief Market Strategist: K. S.
Chief Investment Strategist: A. B.
Vice President Finance: J. P.

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