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Constellation Wealth Advisors Employee Directory

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.

Find Constellation Wealth Advisors employees' phone numbers or email addresses

Constellation Wealth Advisors Global Highlights

Location
Employees

North America
7

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  • United States Of America
    7

Constellation Wealth Advisors's Leadership

  • Stylized image of a person
    M. T.
    Cio
    Phone icon
    Mobile Phone

Constellation Wealth Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Community & Social Services
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Constellation Wealth Advisors

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    M. T.
    Cio
    Phone icon
    Mobile Phone
    United StatesNew York
    Jul 31, 2025

Frequently Asked Questions

What is Constellation Wealth Advisors known for?

Minus sign iconPlus sign iconConstellation Wealth Advisors operates in the Financial Services industry. The company's main headquarters is located in 3000 Sand Hill Road Suite 2-160 Menlo Park, California 94025 United States; you can contact the main corporate office by phone at
+1-212-697-****
. Explore Constellation Wealth Advisors's company overview page for more information.

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

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

How many employees does Constellation Wealth Advisors have currently?

Minus sign iconPlus sign iconConstellation Wealth Advisors has approximately 11 employees as of February 2026. These team members are located across 1 continents, including North America.

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

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As of February 2026, Constellation Wealth Advisors's key employees include:

  • Cio: M. T.

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