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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.

Find Executive Wealth Management employees' phone numbers or email addresses

Executive Wealth Management Global Highlights

Location
Employees

North America
34

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  • United States Of America
    34

Africa
6

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  • South Africa
    6

Europe
2

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  • Switzerland
    1
  • Denmark
    1

Executive Wealth Management's Leadership

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

Executive Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Human Resources
  • Other
  • Accounting
  • Community & Social Services
  • Finance

Contact profiles from Executive Wealth Management

Name
Title
Contact
Location
Last Update
  • Office Manager/Licensing Coordinator at Executive Wealth Management
    L. H. H.
    Office Manager/Licensing Coordinator
    Mobile Phone
    Sep 18, 2026
  • Os Manager at Executive Wealth Management
    K. W.
    Os Manager
    Mobile Phone
    Oct 18, 2024
  • New Accounts Manager at Executive Wealth Management
    K. A.
    New Accounts Manager
    Mobile Phone
    Oct 23, 2024
  • Client Relationship Manager at Executive Wealth Management
    K. M.
    Client Relationship Manager
    Mobile Phone
    Switzerland, Zurich
    Sep 11, 2026
  • Registered Client Associate at Executive Wealth Management
    C. S.
    Registered Client Associate
    Mobile Phone
    Sep 18, 2026
  • Registered Client Associate at Executive Wealth Management
    A. P.
    Registered Client Associate
    Mobile Phone
    Oct 21, 2024
  • Private Wealth Advisor at Executive Wealth Management
    C. K.
    Private Wealth Advisor
    Mobile Phone
    Oct 23, 2024
  • Private Wealth Advisor at Executive Wealth Management
    D. W.
    Private Wealth Advisor
    Mobile Phone
    Oct 21, 2024
  • Private Wealth Advisor At Executive Wealth Management at Executive Wealth Management
    J. B.
    Private Wealth Advisor At Executive Wealth Management
    Mobile Phone
    Oct 22, 2024
  • Private Wealth Advisor at Executive Wealth Management
    K. C.
    Private Wealth Advisor
    Mobile Phone
    Oct 22, 2024

Frequently Asked Questions

What is Executive Wealth Management known for?

Minus sign iconPlus sign iconExecutive Wealth Management was founded in 1981 and 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?

Minus sign iconPlus sign iconExecutive Wealth Management employees' email format typically follows the pattern of FLast@ewmadvisors.com. 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?

Minus sign iconPlus sign iconExecutive Wealth Management has approximately 24 employees as of September 2026. These team members are located across 3 continents, including North America, Africa and Europe.

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

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As of September 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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