Pension & Wealth Management Advisors Employee Directory

Pension & Wealth Management Advisors Global Highlights

Location

Employees

North America

17

• United States Of America
  17

Europe

1

• United Kingdom Of Great Britain And Northern Ireland
  1

Oceania

1

• Australia
  1

North America accounts for 89% of Pension & Wealth Management Advisors's workforce, followed by Europe (5%) and Oceania (5%).

Pension & Wealth Management Advisors's Leadership

• 
  M. M.

  Chief Investment Officer

  Mobile Phone

  Email
• 
  A. S.

  Managing Partner

  Mobile Phone

  Email
• 
  B. G.

  Managing Partner

  Mobile Phone

  Email
• 
  H. B.

  Director Of Strategy And Research

  Mobile Phone

  Email

Pension & Wealth Management Advisors Employee Metrics

• Banking
• Business
• Finance
• Other

Banking is the largest department at 85% of profiles with a known department, up from 82% in January 2026, followed by Business (8%, down from 9%) and Finance (8%, down from 9%).

Contact profiles from Pension & Wealth Management Advisors

• 
  A. S.

  Managing Partner

  Mobile Phone

  Email

  Oct 17, 2024
• 
  B. G.

  Managing Partner

  Mobile Phone

  Email

  Jun 08, 2026
• 
  M. M.

  Chief Investment Officer

  Mobile Phone

  Email

  Sep 10, 2026
• 
  H. B.

  Director Of Strategy And Research

  Mobile Phone

  Email

  United Kingdom, England

  Oct 11, 2026

• 1

Frequently Asked Questions

What are the largest departments at Pension & Wealth Management Advisors?

Banking is the largest department at 85% of profiles with a known department, up from 82% in January 2026, followed by Business (8%, down from 9%) and Finance (8%, down from 9%).

Where are Pension & Wealth Management Advisors's employees located?

Pension & Wealth Management Advisors has about 15 employees across 3 continents, most of them in North America. North America accounts for 89% of Pension & Wealth Management Advisors's workforce, followed by Europe (5%) and Oceania (5%). By country, the largest groups are United States Of America (89%), United Kingdom Of Great Britain And Northern Ireland (5%) and Australia (5%).

How has Pension & Wealth Management Advisors's workforce changed over the past year?

Pension & Wealth Management Advisors's workforce fell 7% between January 2026 and November 2026. Banking's share of profiles with a known department rose from 82% to 85%.

How many employees does Pension & Wealth Management Advisors have currently?

Pension & Wealth Management Advisors has approximately 15 employees as of November 2026. These team members are located across 3 continents, including North America, Europe and Oceania.

Who are Pension & Wealth Management Advisors's key employees and leadership?

As of November 2026, Pension & Wealth Management Advisors's key employees include:

• Chief Investment Officer: M. M.
• Managing Partner: A. S.
• Managing Partner: B. G.
• Director Of Strategy And Research: H. B.

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What is Pension & Wealth Management Advisors's most common email format?

Pension & Wealth Management Advisors employees' email format typically follows the pattern of First@pensionwealth.com. Trying to find reliable and up-to-date employee contact data? Find more Pension & Wealth Management Advisors email formats with LeadIQ.

What is Pension & Wealth Management Advisors known for?

Pension & Wealth Management Advisors was founded in 2019 and operates in the Financial Services industry. Explore Pension & Wealth Management Advisors's company overview page for more information.