Where are SB Wealth employees located globally?

SB Wealth has employees across 2 continents and 2 countries including United States Of America, Australia.

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 operates as an independent investment advisory firm that offers comprehensive wealth management services. It is locally owned and based in San Clemente, Southern California, serving families and businesses with prudent investment approaches, clear guidance, and professional expertise during periods of market volatility. With a history spanning more than 25 years, the firm emphasizes objective advice and attentive personal service, centering its work on clients' needs. It operates with a small team of professionals.

Securities are offered through Girard Securities, Inc., a member of FINRA/SIPC.

SB Wealth Global Highlights

North America
4

United States Of America
4

Oceania
1

Australia
1

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

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; 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 July 2026. These team members are located across 2 continents, including North AmericaOceania.

Who are SB Wealth's key employees and leadership?

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

Director Of Wealth Management: L. M.

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

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

SB Wealth Employee Directory

Find SB Wealth employees' phone numbers or email addresses

Name search is limited — try advanced search instead