Insights

Expansion Opportunity Growth into Nashville highlighted by the hire of Brad Bowlin suggests an active regional expansion strategy. This indicates potential sales opportunities with high-net-worth families in Tennessee and surrounding markets seeking independent multi-family office services.

Midmarket Focus Revenue range and employee count place Constellation Wealth Advisors in the mid-market segment, presenting a target profile for consulting or family office services that appeal to affluent families seeking bespoke investment/offshore structuring, risk management, and legacy planning.

Privacy & Compliance Tech stack includes Osano and Cloudflare with privacy tools, signaling a prioritization of data protection and regulatory compliance—areas where enterprise-grade due diligence, cybersecurity audits, and compliance consulting could add value.

TechnologyDriven Adoption of modern web technologies and monitoring tools (New Relic, Lodash, Modernizr) indicates a tech-forward culture. This opens doors for technology-enabled advisory solutions, performance analytics, and digital client experience enhancements.

Competitive Positioning As an independent multi-family office with a client-centric mission, there is an opportunity to position as a flexible, personalized alternative to large incumbents, appealing to families evaluating service quality, fee structures, and long-term relationship orientation.

Similar companies to Constellation Wealth Advisors

Constellation Wealth Advisors Tech Stack

Constellation Wealth Advisors uses 8 technology products and services including Cloudflare, Osano, Google Fonts API, and more. Explore Constellation Wealth Advisors's tech stack below.

Cloudflare
Content Management System
Osano
Cookie Compliance
Google Fonts API
Font Scripts
jQuery UI
Javascript Libraries
Modernizr
Javascript Libraries
Lodash
Javascript Libraries
Hammer.js
Javascript Libraries
New Relic
Real User Monitoring

Media & News

Constellation Wealth Advisors, LLC hires Brad Bowlin.
Constellation Wealth Advisors has hired Brad Bowlin to lead its expansion into Nashville, according to a news release.
Jul 12, 2022 | www.bizjournals.com

Constellation Wealth Advisors's Email Address Formats

Constellation Wealth Advisors uses at least 2 format(s):

Constellation Wealth Advisors Email Formats	Example	Percentage
First@constellationwa.com	John@constellationwa.com	50%
FirstLast@constellationwa.com	JohnDoe@constellationwa.com	25%
First_Last@constellationwa.com	John_Doe@constellationwa.com	25%
Last@cwallc.com	Doe@cwallc.com	67%
First@cwallc.com	John@cwallc.com	33%

Frequently Asked Questions

What is Constellation Wealth Advisors's phone number?

You can contact Constellation Wealth Advisors's main corporate office by phone at

+1-212-697-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Constellation Wealth Advisors's official website and social media links?

Constellation Wealth Advisors's official website is constellationwa.com and has social profiles on LinkedIn.

How much revenue does Constellation Wealth Advisors generate?

As of July 2026, Constellation Wealth Advisors's annual revenue is estimated to be $1M - $10M.

What is Constellation Wealth Advisors's NAICS code?

Constellation Wealth Advisors's NAICS code is 52 - Finance and Insurance.

How many employees does Constellation Wealth Advisors have currently?

As of July 2026, Constellation Wealth Advisors has approximately 11 employees across 1 continents, including North America. Key team members include Cio: M. T.. Explore Constellation Wealth Advisors's employee directory with LeadIQ.

What industry does Constellation Wealth Advisors belong to?

Constellation Wealth Advisors operates in the Financial Services industry.

What technology does Constellation Wealth Advisors use?

Constellation Wealth Advisors's tech stack includes CloudflareOsanoGoogle Fonts APIjQuery UIModernizrLodashHammer.jsNew Relic.

What is Constellation Wealth Advisors's email format?

Constellation Wealth Advisors's email format typically follows the pattern of First@constellationwa.com. Find more Constellation Wealth Advisors email formats with LeadIQ.

Constellation Wealth Advisors

Q: What technology does Constellation Wealth Advisors use?

Constellation Wealth Advisors's tech stack includes jQuery UI, Google Fonts API, Cloudflare, Highcharts, Font Awesome.

Q: What is Constellation Wealth Advisors's NAICS code?

Constellation Wealth Advisors's NAICS code is 52 (Finance and Insurance).

Financial ServicesCalifornia, United States11-50 Employees

Constellation Wealth Advisors, LLC functions as an independent investment office serving multiple families within the financial services sector. The firm emphasizes long-term relationships to help client families pursue life goals while simplifying the wealth-related complexities they encounter. Based in Menlo Park, California, it operates as a smaller, specialized team.

In July 2022, the firm announced the hire of Brad Bowlin to lead its expansion into Nashville, signaling targeted geographic growth. The client base comprises family groups seeking wealth guidance within an independent, private advisory framework, with services designed to address long-term objectives and the challenges of wealth. The firm is positioned as an independent multi-family investment office within the financial services industry.