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Muirwood Private Wealth Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

Muirwood Private Wealth is a financial services firm located in Walnut Creek, California, that provides wealth management through a comprehensive planning process. The firm begins by listening to clients to understand their goals and, based on that understanding, develops a tailored financial plan. Its approach addresses both sides of the balance sheet and emphasizes education, clear communication, and an awareness of behavioral finance as it informs investment decisions. 

The company operates as an independent firm and is a partner in the Sanctuary Wealth network. In its client service, it emphasizes personal attention, responsive communication, and tax-efficient solutions, with sensitivity to family dynamics. A February 2022 development notes the appointment of Trevor Christiansen as Wealth Management Associate, indicating expansion of the advisory team.

Find Muirwood Private Wealth employees' phone numbers or email addresses

Muirwood Private Wealth Global Highlights

Location
Employees

North America
11

Minus sign iconPlus sign icon
  • United States Of America
    11

Muirwood Private Wealth's Leadership

  • Stylized image of a person
    E. C.
    Managing Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    E. C.
    Managing Partner
    Phone icon
    Mobile Phone

Muirwood Private Wealth Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Muirwood Private Wealth

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    E. C.
    Managing Partner
    Phone icon
    Mobile Phone
    Jun 25, 2026
  • Stylized image of a person
    E. C.
    Managing Partner
    Phone icon
    Mobile Phone
    Jun 12, 2025

Frequently Asked Questions

What is Muirwood Private Wealth known for?

Minus sign iconPlus sign iconMuirwood Private Wealth was founded in 2020 operates in the Financial Services industry. The company's main headquarters is located in 2185 North California Boulevard Suite 575 Walnut Creek, California 94596 United States. Explore Muirwood Private Wealth's company overview page for more information.

What is Muirwood Private Wealth's most common email format?

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

How many employees does Muirwood Private Wealth have currently?

Minus sign iconPlus sign iconMuirwood Private Wealth has approximately 8 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are Muirwood Private Wealth's key employees and leadership?

Minus sign iconPlus sign icon

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

  • Managing Partner: E. C.
  • Managing Partner: E. C.

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