What departments does CBD Wealth Management have?

CBD Wealth Management has employees across 2 departments including Customer Success, Banking.

What is the largest department at CBD Wealth Management?

The largest department at CBD Wealth Management is Customer Success with 1 employees.

Where are CBD Wealth Management employees located globally?

CBD Wealth Management has employees across 1 continents and 1 countries including United States Of America.

How has CBD Wealth Management's team size changed over time?

CBD Wealth Management's team has remained stable from approximately 1 to 1 employees based on available data.

CBD Wealth Management Employee Directory

Financial ServicesLouisiana, United States11-50 Employees

CBD Wealth Management coordinates the financial affairs of a select group of families and small businesses across the Southeast. The firm centers its planning around the client, offering access to a broad range of financial services tailored to individual needs and ambitions. Drawing on experience across legal, banking, and financial services sectors, the team aims to develop clear strategies for pursuing clients' financial goals.

The leadership includes partners Bobby Comeaux, Walt Bond, and Rocky Daigle, New Orleans natives who have known each other for more than 30 years and collaborate to deliver personalized financial plans. Based in Metairie, Louisiana, CBD operates as a registered investment adviser, with securities and advisory services offered through Commonwealth Financial Network (FINRA/SIPC). The firm notes that it does not provide legal or tax advice and communications are limited to residents of a defined set of states.

CBD Wealth Management Global Highlights

North America
6

United States Of America
6

CBD Wealth Management's Leadership

E. O.
Client Services Manager
Mobile Phone
Email
R. D.
Branch Manager
Mobile Phone
Email

CBD Wealth Management Employee Metrics

100%

50%

0%

2026

2025

Business
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from CBD Wealth Management

Name

Title

Contact

Location

Last Update

E. O.
Client Services Manager
Mobile Phone
Email
Oct 22, 2024
R. D.
Branch Manager
Mobile Phone
Email
Oct 16, 2024

Frequently Asked Questions

What is CBD Wealth Management known for?

CBD Wealth Management was founded in 2004 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-504-309-****

. Explore CBD Wealth Management's company overview page for more information.

What is CBD Wealth Management's most common email format?

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

How many employees does CBD Wealth Management have currently?

CBD Wealth Management has approximately 11 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are CBD Wealth Management's key employees and leadership?

As of July 2026, CBD Wealth Management's key employees include:

Client Services Manager: E. O.
Branch Manager: R. D.

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CBD Wealth Management Employee Directory

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