Strategic Wealth Employee Directory

Financial ServicesTexas, United States11-50 Employees

Strategic Wealth was founded with the goal of being your trusted advisors. We are dedicated to enhancing the financial lives and enriching the family legacies of our clients by offering a full range of services tailored to each client's needs. Through our "Team Approach", you have access to over 100 + years of combined experience who are passionately committed to your success.


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Find Strategic Wealth employees' phone numbers or email addresses

Strategic Wealth Global Highlights

Location
Employees

North America
40

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  • United States Of America
    39
  • Canada
    1

Africa
1

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  • Botswana
    1

Asia
1

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  • India
    1

Strategic Wealth's Leadership

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    M. P.
    Chief Compliance Officer
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    B. B. C.
    Partner And Director Of Risk Management, Insurance & Estate Planning
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    C. D. L. R.
    Partner / Wealth Manager
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    H. G. C.
    Managing Partner And Director Of Investment Management
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    A. L. P.
    Partner - Lpl Financial Advisor
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    C. D.
    Partner
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    H. C.
    Managing Partner And Director Of Investment Management
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    H. G.
    Founding Partner And Director Of Investment Management
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Strategic Wealth Employee Metrics

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

Contact profiles from Strategic Wealth

Name
Title
Contact Info
Location
Last Update
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    N. A.
    Director Of Client Services
    Phone icon
    Oct 10, 2025
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    A. A.
    Financial Analyst
    Phone icon
    United StatesTexas
    Oct 17, 2025
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    T. G.
    Financial Advisor
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    United StatesArizona
    Mar 25, 2026
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    J. C.
    Paraplanner
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    Nov 17, 2025
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    S. A. M.
    Certified Financial Planner
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    United StatesKansas
    Oct 21, 2025
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    L. G.
    Client Relations Executive
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    United StatesTexas
    Aug 02, 2024
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    M. N.
    Insurance Agent
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    UNITED STATES
    Oct 16, 2024
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    A. A.
    Client Liaison
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    Mar 25, 2026
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    J. F.
    Registered Client Liaison
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    United StatesTexas
    Oct 21, 2025
  • Stylized image of a person
    J. J.
    Phone icon
    UNITED STATES
    Mar 08, 2023

Frequently Asked Questions

What is Strategic Wealth known for?

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Strategic Wealth was founded in 2008 operates in the Financial Services industry. The company's main headquarters is located in 123 West Mills Avenue Suite 200 el Paso, Texas 79901 United States; you can contact the main corporate office by phone at . Explore Strategic Wealth's company overview page for more information.

What is Strategic Wealth's most common email format?

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

How many employees does Strategic Wealth have currently?

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Strategic Wealth has approximately 34 employees as of April 2026. These team members are located across 3 continents, including North AmericaAfricaAsia.

Who are Strategic Wealth's key employees and leadership?

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

  • Chief Compliance Officer: M. P.
  • Partner And Director Of Risk Management, Insurance & Estate Planning: B. B. C.
  • Partner / Wealth Manager: C. D. L. R.
  • Managing Partner And Director Of Investment Management: H. G. C.
  • Partner - Lpl Financial Advisor: A. L. P.

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