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Ward & Associates (Private Wealth Management) Employee Directory

Investment ManagementCalifornia, United States11-50 Employees

Ward & Associates operates as an independent investment advisory firm serving individuals, families, and their related entities, including trusts, estates, charitable foundations, and pension and profit-sharing plans. It provides sophisticated financial planning and investment management that are tailored to each client's circumstances. The firm avoids commissions and other third-party compensation, selecting products and services solely on suitability to align its interests with those of clients. Based in San Diego, California, the company sits within the investment management industry as an independent advisor. It emphasizes building long-standing relationships with quality clients as a core growth strategy.

Find Ward & Associates (Private Wealth Management) employees' phone numbers or email addresses

Ward & Associates (Private Wealth Management) Global Highlights

Location
Employees

North America
14

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  • United States Of America
    10
  • Canada
    4

Europe
3

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  • United Kingdom Of Great Britain And Northern Ireland
    3

Ward & Associates (Private Wealth Management)'s Leadership

  • Vice President Commercial Sales at Ward & Associates (Private Wealth Management)
    C. W.
    Vice President Commercial Sales
    Mobile Phone
  • President & Wealth Management Advisor at Ward & Associates (Private Wealth Management)
    L. M.
    President & Wealth Management Advisor
    Mobile Phone
  • Partner at Ward & Associates (Private Wealth Management)
    B. W.
    Partner
    Mobile Phone
  • Principal at Ward & Associates (Private Wealth Management)
    B. W.
    Principal
    Mobile Phone
  • Financial Planner at Ward & Associates (Private Wealth Management)
    T. C.
    Financial Planner
    Mobile Phone
  • Administrative Assistant at Ward & Associates (Private Wealth Management)
    A. C.
    Administrative Assistant
    Mobile Phone

Ward & Associates (Private Wealth Management) Employee Metrics

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

Contact profiles from Ward & Associates (Private Wealth Management)

Name
Title
Contact
Location
Last Update
  • President & Wealth Management Advisor at Ward & Associates (Private Wealth Management)
    L. M.
    President & Wealth Management Advisor
    Mobile Phone
    Canada, Ontario
    Mar 25, 2026
  • Partner at Ward & Associates (Private Wealth Management)
    B. W.
    Partner
    Mobile Phone
    Jun 08, 2026
  • Vice President Commercial Sales at Ward & Associates (Private Wealth Management)
    C. W.
    Vice President Commercial Sales
    Mobile Phone
    Sep 12, 2026
  • Principal at Ward & Associates (Private Wealth Management)
    B. W.
    Principal
    Mobile Phone
    May 05, 2024
  • Financial Planner at Ward & Associates (Private Wealth Management)
    T. C.
    Financial Planner
    Mobile Phone
    Canada, Ontario
    Jun 24, 2026
  • Administrative Assistant at Ward & Associates (Private Wealth Management)
    A. C.
    Administrative Assistant
    Mobile Phone
    Sep 13, 2026

Frequently Asked Questions

What is Ward & Associates (Private Wealth Management) known for?

Minus sign iconPlus sign iconWard & Associates (Private Wealth Management) operates in the Investment Management industry. Explore Ward & Associates (Private Wealth Management)'s company overview page for more information.

What is Ward & Associates (Private Wealth Management)'s most common email format?

Minus sign iconPlus sign iconWard & Associates (Private Wealth Management) employees' email format typically follows the pattern of FLast@wardinvest.com. Trying to find reliable and up-to-date employee contact data? Find more Ward & Associates (Private Wealth Management) email formats with LeadIQ.

How many employees does Ward & Associates (Private Wealth Management) have currently?

Minus sign iconPlus sign iconWard & Associates (Private Wealth Management) has approximately 37 employees as of August 2026. These team members are located across 2 continents, including North America and Europe.

Who are Ward & Associates (Private Wealth Management)'s key employees and leadership?

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As of August 2026, Ward & Associates (Private Wealth Management)'s key employees include:

  • Vice President Commercial Sales: C. W.
  • President & Wealth Management Advisor: L. M.
  • Partner: B. W.
  • Principal: B. W.
  • Financial Planner: T. C.

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