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Strategic Wealth Employee Directory

Financial ServicesTexas, United States11-50 Employees

Strategic Wealth has about 31 employees across 3 continents, most of them in North America. By country, the largest groups are United States Of America (91%), Botswana (2%) and Singapore (2%). Banking and Business make up over half of the profiles with a known department. Strategic Wealth's workforce spans 5 departments.

Find Strategic Wealth employees' phone numbers or email addresses

Strategic Wealth Global Highlights

Location
Employees

North America
43

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  • United States Of America
    42
  • Canada
    1

Asia
2

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  • Singapore
    1
  • India
    1

Africa
1

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  • Botswana
    1

North America accounts for 93% of Strategic Wealth's workforce, followed by Asia (4%) and Africa (2%).

Strategic Wealth's Leadership

  • Partner at Strategic Wealth
    C. D.
    Partner
    Mobile Phone
  • Managing Partner And Director Of Investment Management at Strategic Wealth
    H. C.
    Managing Partner And Director Of Investment Management
    Mobile Phone
  • Founding Partner And Director Of Investment Management at Strategic Wealth
    H. G.
    Founding Partner And Director Of Investment Management
    Mobile Phone
  • Director Of Case Management at Strategic Wealth
    A. V.
    Director Of Case Management
    Mobile Phone
  • Director Of Client Services at Strategic Wealth
    N. A.
    Director Of Client Services
    Mobile Phone
  • Paraplanner at Strategic Wealth
    J. C.
    Paraplanner
    Mobile Phone
  • Client Liaison at Strategic Wealth
    A. A.
    Client Liaison
    Mobile Phone

Strategic Wealth Employee Metrics

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

Banking is the largest department at 46% of profiles with a known department, followed by Business (23%) and Finance (15%).

Contact profiles from Strategic Wealth

Name
Title
Contact
Location
Last Update
  • Partner at Strategic Wealth
    C. D.
    Partner
    Mobile Phone
    Jun 26, 2026
  • Managing Partner And Director Of Investment Management at Strategic Wealth
    H. C.
    Managing Partner And Director Of Investment Management
    Mobile Phone
    Nov 21, 2024
  • Founding Partner And Director Of Investment Management at Strategic Wealth
    H. G.
    Founding Partner And Director Of Investment Management
    Mobile Phone
    Jun 08, 2026
  • Director Of Case Management at Strategic Wealth
    A. V.
    Director Of Case Management
    Mobile Phone
    Oct 23, 2024
  • Director Of Client Services at Strategic Wealth
    N. A.
    Director Of Client Services
    Mobile Phone
    Oct 10, 2025
  • Paraplanner at Strategic Wealth
    J. C.
    Paraplanner
    Mobile Phone
    Nov 17, 2025
  • Client Liaison at Strategic Wealth
    A. A.
    Client Liaison
    Mobile Phone
    Sep 02, 2026

Frequently Asked Questions

What are the largest departments at Strategic Wealth?

Minus sign iconPlus sign iconBanking is the largest department at 46% of profiles with a known department, followed by Business (23%) and Finance (15%). Strategic Wealth's workforce spans 5 departments.

Where are Strategic Wealth's employees located?

Minus sign iconPlus sign iconStrategic Wealth has about 31 employees across 3 continents, most of them in North America. North America accounts for 93% of Strategic Wealth's workforce, followed by Asia (4%) and Africa (2%). By country, the largest groups are United States Of America (91%), Canada (2%) and Singapore (2%).

How many employees does Strategic Wealth have currently?

Minus sign iconPlus sign iconStrategic Wealth has approximately 31 employees as of September 2026. These team members are located across 3 continents, including North America, Asia and Africa.

Who are Strategic Wealth's key employees and leadership?

Minus sign iconPlus sign icon

As of September 2026, Strategic Wealth's key employees include:

  • Partner: C. D.
  • Managing Partner And Director Of Investment Management: H. C.
  • Founding Partner And Director Of Investment Management: H. G.
  • Director Of Case Management: A. V.
  • Director Of Client Services: N. A.

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

What is Strategic Wealth's most common email format?

Minus sign iconPlus sign iconStrategic Wealth employees' email format typically follows the pattern of FLast@sw-advisors.com. Trying to find reliable and up-to-date employee contact data? Find more Strategic Wealth email formats with LeadIQ.

What is Strategic Wealth known for?

Minus sign iconPlus sign iconStrategic Wealth was founded in 2008 and operates in the Financial Services industry. You can contact Strategic Wealth's main corporate office by phone at
+1-915-532-****
. Explore Strategic Wealth's company overview page for more information.

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