What departments does Wealth Management Associates have?

Wealth Management Associates has employees across 8 departments including Entrepreneurship, Operations, Administrative, Accounting, Finance.

What is the largest department at Wealth Management Associates?

The largest department at Wealth Management Associates is Administrative with 3 employees.

Where are Wealth Management Associates employees located globally?

Wealth Management Associates has employees across 3 continents and 4 countries including India, United Kingdom Of Great Britain And Northern Ireland, United States Of America, Canada.

How has Wealth Management Associates's team size changed over time?

Wealth Management Associates's team has remained stable from approximately 32 to 32 employees based on available data.

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Wealth Management Associates Employee Directory

Investment ManagementCalifornia, United States11-50 Employees

Wealth Management Associates (WMA) is an investment management firm that focuses on providing personalized financial planning and comprehensive wealth services to individuals and families. The organization supports ongoing financial planning across areas including retirement planning, asset management, estate planning, and insurance analysis, aiming to address clients’ financial goals with a range of investment and insurance solutions. Based in Pleasanton, California, WMA operates two Northern California offices and serves hundreds of clients through direct planning engagements as well as broader advisory services. The firm was established in 1989 and employs professionals who work with clients to deliver professional, personal service in a holistic financial planning context.

Wealth Management Associates Global Highlights

North America
111

United States Of America
104
Canada
7

Europe
16

United Kingdom Of Great Britain And Northern Ireland
16

Asia
2

India
2

Wealth Management Associates's Leadership

G. F. C. C.
Ceo & Wealth Advisor
Mobile Phone
Email
J. A.
President
Mobile Phone
Email
N. S.
President
Mobile Phone
Email
C. P.
Owner
Mobile Phone
Email
A. S.
Vice President
Mobile Phone
Email
G. B.
Director
Mobile Phone
Email
R. R.
Director
Mobile Phone
Email
S. H.
Director
Mobile Phone
Email

Wealth Management Associates Employee Metrics

100%

50%

2026

2025

Banking
Accounting
Business
Community & Social Services
Sales
Other

Contact profiles from Wealth Management Associates

Name

Title

Contact Info

Location

Last Update

B. M.
Sales Assistant
Mobile Phone
Email
Oct 23, 2024
H. M.
Administrative Assistant
Mobile Phone
Email
Jan 01, 2024
J. O.
Registered Representative
Mobile Phone
Email
Jun 08, 2026
R. T.
Supervising Engineer
Mobile Phone
Email
Oct 21, 2024
S. C.
Operations Specialist
Mobile Phone
Email
Jun 08, 2026
W. C.
Financial Advisor
Mobile Phone
Email
Oct 21, 2024
L. W.
Mobile Phone
Email
Oct 17, 2024

Frequently Asked Questions

What is Wealth Management Associates known for?

Wealth Management Associates was founded in 1989 operates in the Investment Management industry; you can contact the main corporate office by phone at

+1-925-462-****

. Explore Wealth Management Associates's company overview page for more information.

What is Wealth Management Associates's most common email format?

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

How many employees does Wealth Management Associates have currently?

Wealth Management Associates has approximately 40 employees as of July 2026. These team members are located across 3 continents, including North AmericaEuropeAsia.

Who are Wealth Management Associates's key employees and leadership?

As of July 2026, Wealth Management Associates's key employees include:

Ceo & Wealth Advisor: G. F. C. C.
President: J. A.
President: N. S.
Owner: C. P.
Vice President: A. S.

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Wealth Management Associates Employee Directory

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