CONA Wealth LLC Employee Directory

Financial ServicesUnited States2-10 Employees

CONA Wealth provides comprehensive financial planning and wealth management services to a wide range of clients.

Advisory services offered through Change Path, LLC, an SEC Registered Investment Adviser. CONA Wealth and Change Path, LLC are not affiliated.

Find CONA Wealth LLC employees' phone numbers or email addresses

CONA Wealth LLC Global Highlights

Location
Employees

North America
6

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  • United States Of America
    6

CONA Wealth LLC's Leadership

  • Stylized image of a person
    C. G.
    Broker Of Record Chief Compliance Officer
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  • Stylized image of a person
    K. L.
    Director Of Financial Planning
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  • Stylized image of a person
    K. I.
    Financial Advisor
    Phone icon

Contact profiles from CONA Wealth LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    C. G.
    Broker Of Record Chief Compliance Officer
    Phone icon
    Oct 18, 2024
  • Stylized image of a person
    K. L.
    Director Of Financial Planning
    Phone icon
    United StatesMissouri
    Oct 21, 2025
  • Stylized image of a person
    K. I.
    Financial Advisor
    Phone icon
    UNITED STATES
    Jul 07, 2024

Frequently Asked Questions

What is CONA Wealth LLC known for?

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CONA Wealth LLC was founded in 2010 operates in the Financial Services industry. The company's main headquarters is located in 177 E Colorado Blvd, 200 Pasadena, California 91105, US; you can contact the main corporate office by phone at . Explore CONA Wealth LLC's company overview page for more information.

What is CONA Wealth LLC's most common email format?

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

How many employees does CONA Wealth LLC have currently?

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CONA Wealth LLC has approximately 2 employees as of October 2025. These team members are located across 1 continents, including North America.

Who are CONA Wealth LLC's key employees and leadership?

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As of October 2025, CONA Wealth LLC's key employees include:

  • Broker Of Record Chief Compliance Officer: C. G.
  • Director Of Financial Planning: K. L.
  • Financial Advisor: K. I.

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