Where are SB Wealth employees located globally?

SB Wealth has employees across 1 continents and 1 countries including United States Of America.

How has SB Wealth's team size changed over time?

SB Wealth's team has remained stable from approximately 2 to 2 employees based on available data.

SB Wealth Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

SB Wealth Strategies is a client focused, independent investment advisory firm providing total wealth management services to our clients. We are locally owned and specialize in providing Southern California families and businesses with sensible investment strategies, clear investment direction, and professional expertise during periods of market volatility.

SB Wealth Strategies has a legacy of serving individuals and institutions dating back more than 25 years. We believe that the real value of our services is derived from our ability to offer objective advice and ample personal service.  Our clients needs drive our business and we strive to exceed their expectations.

Securities Offered by Girard Securities, Inc., member FINRA/SIPC.  

Third party posts do not reflect the view of Girard Securities, Inc.  and have not been reviewed by Girard for completeness or accuracy.

Find SB Wealth employees' phone numbers or email addresses

SB Wealth Global Highlights

North America
4

United States Of America
4

SB Wealth's Leadership

L. M.
Director Of Wealth Management
Mobile Phone
Email

SB Wealth Employee Metrics

100%

50%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from SB Wealth

Name

Title

Contact Info

Location

Last Update

L. M.
Director Of Wealth Management
Mobile Phone
Email
UNITED STATES
Apr 22, 2024

Frequently Asked Questions

What is SB Wealth known for?

SB Wealth operates in the Financial Services industry. The company's main headquarters is located in 109 East Escalones San Clemente, California 92672 United States; you can contact the main corporate office by phone at

+1-866-825-****

. Explore SB Wealth's company overview page for more information.

What is SB Wealth's most common email format?

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

How many employees does SB Wealth have currently?

SB Wealth has approximately 2 employees as of January 2026. These team members are located across 1 continents, including North America.

Who are SB Wealth's key employees and leadership?

As of January 2026, SB Wealth's key employees include:

Director Of Wealth Management: L. M.

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