Ward & Associates (Private Wealth Management) Employee Directory

Investment ManagementCalifornia, United States11-50 Employees

Ward & Associates is an independent Registered Investment Advisor serving individuals and families and their related business entities, trusts, estates, charitable foundations and pension and profit sharing plans.
 
We strive to improve people's lives by providing them with sophisticated financial planning and investment management advice that is customized to their unique situation. 

We have aligned our interests with that of our clients by refusing to accept any commissions or other third party compensation. We only recommend products and services based on our belief that they are the best available given the specific situation. 

We are committed to growing our firm through the development of long-standing relationships with quality individuals and families.

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

Ward & Associates (Private Wealth Management) Global Highlights

North America
10

United States Of America
7
Canada
3

Europe
3

United Kingdom Of Great Britain And Northern Ireland
3

Ward & Associates (Private Wealth Management)'s Leadership

C. W.
Vp Commercial Sales
Mobile Phone
Email
L. M.
President & Wealth Management Advisor
Mobile Phone
Email
B. W.
Partner
Mobile Phone
Email
W. W.
Partner
Mobile Phone
Email
B. W.
Principal
Mobile Phone
Email
T. C.
Financial Planner
Mobile Phone
Email
A. C.
Administrative Assistant
Mobile Phone
Email

Contact profiles from Ward & Associates (Private Wealth Management)

Name

Title

Contact Info

Location

Last Update

L. M.
President & Wealth Management Advisor
Mobile Phone
Email
CanadaOntario
Nov 18, 2025
B. W.
Partner
Mobile Phone
Email
Oct 17, 2024
W. W.
Partner
Mobile Phone
Email
UNITED STATES
Sep 20, 2024
C. W.
Vp Commercial Sales
Mobile Phone
Email
Sep 11, 2025
B. W.
Principal
Mobile Phone
Email
May 05, 2024
T. C.
Financial Planner
Mobile Phone
Email
CanadaOntario
Aug 09, 2025
A. C.
Administrative Assistant
Mobile Phone
Email
Nov 17, 2025

Frequently Asked Questions

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

Ward & Associates (Private Wealth Management) operates in the Investment Management industry. The company's main headquarters is located in 3525 Del Mar Heights Road, #333. 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?

Ward & Associates (Private Wealth Management) employees' email format typically follows the pattern of . 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?

Ward & Associates (Private Wealth Management) has approximately 36 employees as of December 2025. These team members are located across 2 continents, including North AmericaEurope.

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

As of December 2025, Ward & Associates (Private Wealth Management)'s key employees include:

Vp Commercial Sales: C. W.
President & Wealth Management Advisor: L. M.
Partner: B. W.
Partner: W. W.
Principal: B. W.

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