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Atherton Wealth Advisors Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

Atherton Wealth Advisors is a small, family-owned financial services firm based in Rocklin, California, concentrating on wealth planning and disciplined wealth management. The firm emphasizes addressing each family’s unique needs, dreams, and goals for the future to tailor its services. By focusing on planning, it aims to build clients' confidence in their financial future and reduce financial stress so they can prioritize what matters in life.

Securities and advisory services are provided through Cetera Advisor Networks LLC, which functions as a broker-dealer and registered investment adviser, and operates as a separate entity from Atherton Wealth Advisors. The organization positions itself to serve families seeking personalized planning to pursue their future goals, aligning with its family-owned perspective. The company operates out of Rocklin, California, and maintains a website at ourwealthadvisors.com for further information.

Find Atherton Wealth Advisors employees' phone numbers or email addresses

Atherton Wealth Advisors Global Highlights

Location
Employees

North America
13

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  • United States Of America
    13

Atherton Wealth Advisors's Leadership

  • Stylized image of a person
    H. N.
    Client Service Specialist
    Mobile Phone
  • Stylized image of a person
    K. H.
    Accountant
    Mobile Phone

Atherton Wealth Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Atherton Wealth Advisors

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    H. N.
    Client Service Specialist
    Mobile Phone
    Jun 08, 2026
  • Stylized image of a person
    K. H.
    Accountant
    Mobile Phone
    Oct 23, 2024

Frequently Asked Questions

What is Atherton Wealth Advisors known for?

Minus sign iconPlus sign iconAtherton Wealth Advisors operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-916-626-****
. Explore Atherton Wealth Advisors's company overview page for more information.

What is Atherton Wealth Advisors's most common email format?

Minus sign iconPlus sign iconAtherton Wealth Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Atherton Wealth Advisors email formats with LeadIQ.

How many employees does Atherton Wealth Advisors have currently?

Minus sign iconPlus sign iconAtherton Wealth Advisors has approximately 6 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Atherton Wealth Advisors's key employees and leadership?

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As of July 2026, Atherton Wealth Advisors's key employees include:

  • Client Service Specialist: H. N.
  • Accountant: K. H.

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