e3 Wealth Employee Directory

Financial ServicesTexas, United States11-50 Employees

e3 Wealth is a financial services firm based in the Buda, Texas area that provides a family office model to clients regardless of their net worth. The firm coordinates an Integrated Resource Network offering services across cash flow planning, tax strategies, investments, insurance, debt management, employee benefits, Social Security and Medicare planning, estate planning, asset protection, and privatized banking concepts. With assets overseen totaling more than $500 million, e3 Wealth emphasizes tailored solutions informed by clients’ varied backgrounds and aims to match a shared mindset about money and financial decision-making. The company operates alongside affiliated registered entities, including securities and advisory services through licensed partners, and positions itself as a professional, relationship-driven advisory within the broader financial services industry.

Find e3 Wealth employees' phone numbers or email addresses

e3 Wealth Global Highlights

Location
Employees

North America
31

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  • United States Of America
    31

e3 Wealth's Leadership

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    R. S.
    Owner
    Phone icon
  • Stylized image of a person
    D. M.
    Director Of Training And Development
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  • Stylized image of a person
    B. W.
    Cash Flow Strategist
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  • Stylized image of a person
    A. C.
    Associate Advisor
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    L. L.
    Private Wealth Advisor
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  • Stylized image of a person
    J. K.
    Private Wealth Advisor
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  • Stylized image of a person
    K. W.
    Private Wealth Advisor
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  • Stylized image of a person
    P. E.
    Cash Flow Strategist
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e3 Wealth Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Community & Social Services
  • Accounting
  • Business Development
  • Other
  • Finance

Contact profiles from e3 Wealth

Name
Title
Contact Info
Location
Last Update
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    R. S.
    Owner
    Phone icon
    United StatesMissouri
    Aug 02, 2025
  • Stylized image of a person
    D. M.
    Director Of Training And Development
    Phone icon
    United StatesMissouri
    Jun 06, 2025
  • Stylized image of a person
    B. W.
    Cash Flow Strategist
    Phone icon
    United StatesMissouri
    Jun 25, 2026
  • Stylized image of a person
    A. C.
    Associate Advisor
    Phone icon
    United StatesMissouri
    Apr 17, 2026
  • Stylized image of a person
    L. L.
    Private Wealth Advisor
    Phone icon
    United StatesGeorgia
    Mar 24, 2026
  • Stylized image of a person
    J. K.
    Private Wealth Advisor
    Phone icon
    United StatesMissouri
    Feb 16, 2026
  • Stylized image of a person
    K. W.
    Private Wealth Advisor
    Phone icon
    Mar 24, 2026
  • Stylized image of a person
    P. E.
    Cash Flow Strategist
    Phone icon
    United StatesMissouri
    May 30, 2026
  • Stylized image of a person
    J. M.
    Assistant
    Phone icon
    United StatesMissouri
    Aug 05, 2024
  • Stylized image of a person
    S. S.
    Tax Accountant
    Phone icon
    United StatesMissouri
    Oct 23, 2024

Frequently Asked Questions

What is e3 Wealth known for?

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e3 Wealth operates in the Financial Services industry. The company's main headquarters is located in 835 Main Street Building 200 Buda, Texas United States. Explore e3 Wealth's company overview page for more information.

What is e3 Wealth's most common email format?

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e3 Wealth employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more e3 Wealth email formats with LeadIQ.

How many employees does e3 Wealth have currently?

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e3 Wealth has approximately 33 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are e3 Wealth's key employees and leadership?

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As of June 2026, e3 Wealth's key employees include:

  • Owner: R. S.
  • Director Of Training And Development: D. M.
  • Cash Flow Strategist: B. W.
  • Associate Advisor: A. C.
  • Private Wealth Advisor: L. L.

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