What departments does Executive Wealth Management have?

Executive Wealth Management has employees across 2 departments including Administrative, Customer Success.

What is the largest department at Executive Wealth Management?

The largest department at Executive Wealth Management is Customer Success with 2 employees.

Where are Executive Wealth Management employees located globally?

Executive Wealth Management has employees across 3 continents and 4 countries including South Africa, Switzerland, Denmark, United States Of America.

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

Executive Wealth Management's team has grown from approximately 20 to 22 employees based on available data.

Executive Wealth Management Employee Directory

Financial ServicesCalifornia, United States11-50 Employees

Executive Wealth Management is a financial services firm that provides comprehensive wealth management, including financial and retirement planning, investment, tax, and legal solutions, to help clients manage and simplify complex financial needs. Based in Torrance, California, the company serves individuals and families seeking structured guidance to pursue financial confidence, with a focus on integrating multiple facets of wealth care into a cohesive plan. Positioned within the financial services industry, it emphasizes an advisory approach to help clients address long-term goals and risk management. In recent developments, the firm has expanded its East Coast presence through the acquisition of Divergent Planning, reflecting its growth strategy and geographic reach.

Executive Wealth Management Global Highlights

North America
34

United States Of America
34

Africa
5

South Africa
5

Europe
2

Switzerland
1
Denmark
1

Executive Wealth Management's Leadership

L. H. H.
Office Manager/Licensing Coordinator
Mobile Phone
Email
K. W.
Os Manager
Mobile Phone
Email
K. A.
New Accounts Manager
Mobile Phone
Email
K. M.
Client Relationship Manager
Mobile Phone
Email
C. S.
Registered Client Associate
Mobile Phone
Email
A. P.
Registered Client Associate
Mobile Phone
Email
C. K.
Private Wealth Advisor
Mobile Phone
Email
D. W.
Private Wealth Advisor
Mobile Phone
Email

Executive Wealth Management Employee Metrics

100%

50%

0%

2026

2025

Banking
Human Resources
Accounting
Administrative
Analytics
Other
Community & Social Services

Contact profiles from Executive Wealth Management

Name

Title

Contact

Location

Last Update

L. H. H.
Office Manager/Licensing Coordinator
Mobile Phone
Email
Jun 25, 2026
K. W.
Os Manager
Mobile Phone
Email
Oct 18, 2024
K. A.
New Accounts Manager
Mobile Phone
Email
Oct 23, 2024
K. M.
Client Relationship Manager
Mobile Phone
Email
SwitzerlandZurich
Aug 05, 2026
C. S.
Registered Client Associate
Mobile Phone
Email
Jun 25, 2026
A. P.
Registered Client Associate
Mobile Phone
Email
Oct 21, 2024
C. K.
Private Wealth Advisor
Mobile Phone
Email
Oct 23, 2024
D. W.
Private Wealth Advisor
Mobile Phone
Email
Oct 21, 2024
J. B.
Private Wealth Advisor At Executive Wealth Management
Mobile Phone
Email
Oct 22, 2024
K. C.
Private Wealth Advisor
Mobile Phone
Email
Oct 22, 2024

Frequently Asked Questions

What is Executive Wealth Management known for?

Executive Wealth Management was founded in 1981 operates in the Financial Services industry. Explore Executive Wealth Management's company overview page for more information.

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

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

How many employees does Executive Wealth Management have currently?

Executive Wealth Management has approximately 25 employees as of July 2026. These team members are located across 3 continents, including North AmericaAfricaEurope.

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

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

Office Manager/Licensing Coordinator: L. H. H.
Os Manager: K. W.
New Accounts Manager: K. A.
Client Relationship Manager: K. M.
Registered Client Associate: C. S.

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Executive Wealth Management Employee Directory

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