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Ward & Associates (Private Wealth Management) Employee Directory

Investment ManagementCalifornia, United States11-50 Employees

Ward & Associates (Private Wealth Management) has about 36 employees across 2 continents, most of them in North America. By country, the largest groups are United States Of America (59%), Canada (24%) and United Kingdom Of Great Britain And Northern Ireland (18%). Business and Banking make up over half of the profiles with a known department. Ward & Associates (Private Wealth Management)'s workforce spans 6 departments.

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

North America accounts for 82% of Ward & Associates (Private Wealth Management)'s workforce, followed by Europe (18%).

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
  • 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

Business is the largest department at 36% of profiles with a known department, followed by Banking (18%) and Community & Social Services (18%).

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
  • 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
    Oct 24, 2026

Frequently Asked Questions

What are the largest departments at Ward & Associates (Private Wealth Management)?

Minus sign iconPlus sign iconBusiness is the largest department at 36% of profiles with a known department, followed by Banking (18%) and Community & Social Services (18%). Ward & Associates (Private Wealth Management)'s workforce spans 6 departments.

Where are Ward & Associates (Private Wealth Management)'s employees located?

Minus sign iconPlus sign iconWard & Associates (Private Wealth Management) has about 36 employees across 2 continents, most of them in North America. North America accounts for 82% of Ward & Associates (Private Wealth Management)'s workforce, followed by Europe (18%). By country, the largest groups are United States Of America (59%), Canada (24%) and United Kingdom Of Great Britain And Northern Ireland (18%).

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

Minus sign iconPlus sign iconWard & Associates (Private Wealth Management) has approximately 36 employees as of October 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 October 2026, Ward & Associates (Private Wealth Management)'s key employees include:

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

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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.

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

Minus sign iconPlus sign iconWard & Associates (Private Wealth Management) was founded in 1997 and operates in the Investment Management industry. Explore Ward & Associates (Private Wealth Management)'s company overview page for more information.

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