LeadIQ logo
Learn more at LeadIQ.com
Southern Wealth Management, LLP logo

Southern Wealth Management, LLP Employee Directory

Financial ServicesTexas, United States51-200 Employees

Southern Wealth Management, LLP has about 52 employees across 2 continents, most of them in North America. By country, the largest groups are United States Of America (98%) and New Zealand (2%). Banking and Community & Social Services make up over half of the profiles with a known department.

Find Southern Wealth Management, LLP employees' phone numbers or email addresses

Southern Wealth Management, LLP Global Highlights

Location
Employees

North America
56

Minus sign iconPlus sign icon
  • United States Of America
    56

Oceania
1

Minus sign iconPlus sign icon
  • New Zealand
    1

North America accounts for 98% of Southern Wealth Management, LLP's workforce, followed by Oceania (2%).

Southern Wealth Management, LLP's Leadership

  • Owner at Southern Wealth Management, LLP
    J. H.
    Owner
    Mobile Phone
  • Partner at Southern Wealth Management, LLP
    K. M.
    Partner
    Mobile Phone
  • Director, Client Advisory Team at Southern Wealth Management, LLP
    C. A.
    Director, Client Advisory Team
    Mobile Phone
  • Manager, Investment Advisory Services at Southern Wealth Management, LLP
    J. H.
    Manager, Investment Advisory Services
    Mobile Phone
  • Information Technology Manager at Southern Wealth Management, LLP
    M. W.
    Information Technology Manager
    Mobile Phone
  • Senior Associate at Southern Wealth Management, LLP
    J. M.
    Senior Associate
    Mobile Phone
  • Principal at Southern Wealth Management, LLP
    S. H.
    Principal
    Mobile Phone
  • Client Services Associate at Southern Wealth Management, LLP
    A. M.
    Client Services Associate
    Mobile Phone

Southern Wealth Management, LLP Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Other

Banking is the largest department at 88% of profiles with a known department, followed by Community & Social Services (13%).

Contact profiles from Southern Wealth Management, LLP

Name
Title
Contact
Location
Last Update
  • Owner at Southern Wealth Management, LLP
    J. H.
    Owner
    Mobile Phone
    Oct 22, 2024
  • Partner at Southern Wealth Management, LLP
    K. M.
    Partner
    Mobile Phone
    Jun 25, 2025
  • Director, Client Advisory Team at Southern Wealth Management, LLP
    C. A.
    Director, Client Advisory Team
    Mobile Phone
    Oct 21, 2024
  • Manager, Investment Advisory Services at Southern Wealth Management, LLP
    J. H.
    Manager, Investment Advisory Services
    Mobile Phone
    Oct 17, 2024
  • Information Technology Manager at Southern Wealth Management, LLP
    M. W.
    Information Technology Manager
    Mobile Phone
    Oct 23, 2024
  • Senior Associate at Southern Wealth Management, LLP
    J. M.
    Senior Associate
    Mobile Phone
    Oct 22, 2024
  • Principal at Southern Wealth Management, LLP
    S. H.
    Principal
    Mobile Phone
    Oct 16, 2024
  • Client Services Associate at Southern Wealth Management, LLP
    A. M.
    Client Services Associate
    Mobile Phone
    Oct 21, 2024
  • Financial Advisor at Southern Wealth Management, LLP
    D. D.
    Financial Advisor
    Mobile Phone
    Oct 17, 2024
  • Personal Financial Advisor at Southern Wealth Management, LLP
    D. R.
    Personal Financial Advisor
    Mobile Phone
    Sep 18, 2026

Frequently Asked Questions

What are the largest departments at Southern Wealth Management, LLP?

Minus sign iconPlus sign iconBanking is the largest department at 88% of profiles with a known department, followed by Community & Social Services (13%).

Where are Southern Wealth Management, LLP's employees located?

Minus sign iconPlus sign iconSouthern Wealth Management, LLP has about 52 employees across 2 continents, most of them in North America. North America accounts for 98% of Southern Wealth Management, LLP's workforce, followed by Oceania (2%). By country, the largest groups are United States Of America (98%) and New Zealand (2%).

How many employees does Southern Wealth Management, LLP have currently?

Minus sign iconPlus sign iconSouthern Wealth Management, LLP has approximately 52 employees as of July 2026. These team members are located across 2 continents, including North America and Oceania.

Who are Southern Wealth Management, LLP's key employees and leadership?

Minus sign iconPlus sign icon

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

  • Owner: J. H.
  • Partner: K. M.
  • Director, Client Advisory Team: C. A.
  • Manager, Investment Advisory Services: J. H.
  • Information Technology Manager: M. W.

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

What is Southern Wealth Management, LLP's most common email format?

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

What is Southern Wealth Management, LLP known for?

Minus sign iconPlus sign iconSouthern Wealth Management, LLP was founded in 2005 and operates in the Financial Services industry. Explore Southern Wealth Management, LLP's company overview page for more information.

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.

© LeadIQ, Inc. All rights reserved.