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Myles Wealth Management Employee Directory

Financial ServicesNew York, United States2-10 Employees

Myles Wealth Management is an independent, SEC-registered investment advisory firm operating in the financial services sector. Based in Florida, New York, it concentrates on strategies intended to help clients accumulate and grow wealth, preserve and protect assets, and plan for wealth distribution, reflecting a holistic approach to financial planning. The firm positions itself as serving clients with a long-standing dedication to those it serves, emphasizing personalized guidance within a small-scale operation. With a focus on client-centered service, the company serves as a localized advisor for individuals seeking comprehensive wealth management solutions rather than large-scale financial services, leveraging its independent status to tailor strategies to each client’s goals.

Find Myles Wealth Management employees' phone numbers or email addresses

Myles Wealth Management Global Highlights

Location
Employees

North America
7

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  • United States Of America
    7

Europe
1

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  • United Kingdom Of Great Britain And Northern Ireland
    1

Myles Wealth Management's Leadership

  • President Of Myles Wealth Management at Myles Wealth Management
    V. M.
    President Of Myles Wealth Management
    Mobile Phone
  • President at Myles Wealth Management
    J. M.
    President
    Mobile Phone
  • Investment Advisor Representative at Myles Wealth Management
    L. N. R.
    Investment Advisor Representative
    Mobile Phone
  • Account Coordinator at Myles Wealth Management
    S. B.
    Account Coordinator
    Mobile Phone
  • Investment Advisor at Myles Wealth Management
    L. N.
    Investment Advisor
    Mobile Phone
  • Administrative Assistant at Myles Wealth Management
    M. W.
    Administrative Assistant
    Mobile Phone

Myles Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Other

Contact profiles from Myles Wealth Management

Name
Title
Contact
Location
Last Update
  • President Of Myles Wealth Management at Myles Wealth Management
    V. M.
    President Of Myles Wealth Management
    Mobile Phone
    United States, New York
    Sep 10, 2025
  • President at Myles Wealth Management
    J. M.
    President
    Mobile Phone
    United States, Florida
    Apr 14, 2026
  • Investment Advisor Representative at Myles Wealth Management
    L. N. R.
    Investment Advisor Representative
    Mobile Phone
    United States, Florida
    Apr 15, 2026
  • Account Coordinator at Myles Wealth Management
    S. B.
    Account Coordinator
    Mobile Phone
    United States, New York
    Feb 19, 2026
  • Investment Advisor at Myles Wealth Management
    L. N.
    Investment Advisor
    Mobile Phone
    United States, New York
    Oct 23, 2024
  • Administrative Assistant at Myles Wealth Management
    M. W.
    Administrative Assistant
    Mobile Phone
    United States, New York
    Jan 30, 2024

Frequently Asked Questions

What is Myles Wealth Management known for?

Minus sign iconPlus sign iconMyles Wealth Management was founded in 1976 and operates in the Financial Services industry. You can contact Myles Wealth Management's main corporate office by phone at
+1-845-651-****
. Explore Myles Wealth Management's company overview page for more information.

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

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

How many employees does Myles Wealth Management have currently?

Minus sign iconPlus sign iconMyles Wealth Management has approximately 8 employees as of October 2026. These team members are located across 2 continents, including North America and Europe.

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

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

  • President Of Myles Wealth Management: V. M.
  • President: J. M.
  • Investment Advisor Representative: L. N. R.
  • Account Coordinator: S. B.
  • Investment Advisor: L. N.

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