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KWB Wealth Employee Directory

Financial ServicesCalifornia, United States11-50 Employees

KWB Wealth has about 17 employees, all of them in North America. Banking and Community & Social Services make up over half of the profiles with a known department. KWB Wealth's workforce spans 5 departments.

Find KWB Wealth employees' phone numbers or email addresses

KWB Wealth Global Highlights

Location
Employees

North America
28

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  • United States Of America
    28

KWB Wealth's Leadership

  • Chief Wealth Manager at KWB Wealth
    R. B.
    Chief Wealth Manager
    Mobile Phone
  • Head Of People & Culture (fractional) at KWB Wealth
    C. C.
    Head Of People & Culture (fractional)
    Mobile Phone
  • Client Service Manager at KWB Wealth
    J. V.
    Client Service Manager
    Mobile Phone
  • Marketing Specialist at KWB Wealth
    B. F.
    Marketing Specialist
    Mobile Phone
  • Marketing Specialist at KWB Wealth
    B. F.
    Marketing Specialist
    Mobile Phone

KWB Wealth Employee Metrics

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

Banking is the largest department at 71% of profiles with a known department, followed by Community & Social Services (7%) and Finance (7%).

Contact profiles from KWB Wealth

Name
Title
Contact
Location
Last Update
  • Head Of People & Culture (fractional) at KWB Wealth
    C. C.
    Head Of People & Culture (fractional)
    Mobile Phone
    Oct 17, 2026
  • Chief Wealth Manager at KWB Wealth
    R. B.
    Chief Wealth Manager
    Mobile Phone
    Feb 27, 2024
  • Client Service Manager at KWB Wealth
    J. V.
    Client Service Manager
    Mobile Phone
    Oct 22, 2024
  • Marketing Specialist at KWB Wealth
    B. F.
    Marketing Specialist
    Mobile Phone
    Oct 24, 2024
  • Marketing Specialist at KWB Wealth
    B. F.
    Marketing Specialist
    Mobile Phone
    Oct 24, 2024

Frequently Asked Questions

What are the largest departments at KWB Wealth?

Minus sign iconPlus sign iconBanking is the largest department at 71% of profiles with a known department, followed by Community & Social Services (7%) and Finance (7%). KWB Wealth's workforce spans 5 departments.

How many employees does KWB Wealth have currently?

Minus sign iconPlus sign iconKWB Wealth has approximately 17 employees as of October 2026. These team members are located across 1 continents, including North America.

Who are KWB Wealth's key employees and leadership?

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As of October 2026, KWB Wealth's key employees include:

  • Chief Wealth Manager: R. B.
  • Head Of People & Culture (fractional): C. C.
  • Client Service Manager: J. V.
  • Marketing Specialist: B. F.
  • Marketing Specialist: B. F.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

What is KWB Wealth's most common email format?

Minus sign iconPlus sign iconKWB Wealth employees' email format typically follows the pattern of First@kwbwealth.com. Trying to find reliable and up-to-date employee contact data? Find more KWB Wealth email formats with LeadIQ.

What is KWB Wealth known for?

Minus sign iconPlus sign iconKWB Wealth was founded in 1996 and operates in the Financial Services industry. Explore KWB Wealth's company overview page for more information.

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