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Schneider Wealth Management Employee Directory

Financial ServicesTexas, United States2-10 Employees

Schneider Wealth Management is a financial services firm located at 3100 West Southlake Boulevard Suite 110, Southlake, Texas 76092, United States, offering investment advisory services through Golden State Equity Partners, LLC dba Schneider Wealth Management, an SEC-registered investment adviser. The company serves successful professionals, business owners and retirees who seek to build and maintain financial security, with an emphasis on comprehensive retirement planning. Its planning approach encompasses retirement income strategies, insurance considerations, estate planning, and portfolio distribution planning designed to maximize income, reduce taxes and expenses, and hedge inflation. Schneider Wealth Management is a small firm with 2 to 10 employees. Reported revenue is in the range of $1 million to $10 million.

Find Schneider Wealth Management employees' phone numbers or email addresses

Schneider Wealth Management Global Highlights

Location
Employees

North America
10

Minus sign iconPlus sign icon
  • United States Of America
    8
  • Canada
    2

Schneider Wealth Management's Leadership

  • Stylized image of a person
    R. K.
    Office Manager
    Mobile Phone
  • Stylized image of a person
    B. S.
    Principal, Registered Investment Advisor, Wealth Manager
    Mobile Phone

Schneider Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Business
  • Banking
  • Entrepreneurship
  • Accounting
  • Administrative
  • Other
  • Analytics

Contact profiles from Schneider Wealth Management

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    R. K.
    Office Manager
    Mobile Phone
    Sep 11, 2025
  • Stylized image of a person
    B. S.
    Principal, Registered Investment Advisor, Wealth Manager
    Mobile Phone
    Oct 16, 2024

Frequently Asked Questions

What is Schneider Wealth Management known for?

Minus sign iconPlus sign iconSchneider Wealth Management was founded in 2002 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-817-482-****
. Explore Schneider Wealth Management's company overview page for more information.

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

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

How many employees does Schneider Wealth Management have currently?

Minus sign iconPlus sign iconSchneider Wealth Management has approximately 5 employees as of July 2026. These team members are located across 1 continents, including North America.

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

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

  • Office Manager: R. K.
  • Principal, Registered Investment Advisor, Wealth Manager: B. S.

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