Wealth Management Associates Employee Directory

Q: What is Wealth Management Associates known for?

Wealth Management Associates was founded in 1989. Wealth Management Associates operates in the Investment Management industry.

Q: How many employees does Wealth Management Associates have currently?

Wealth Management Associates has approximately 41 employees.

Investment ManagementCalifornia, United States11-50 Employees

Wealth Management Associates (WMA) was founded in 1989  and over the years the business has grown into an organization focused on helping families and individuals to meet their financial goals.  Our representatives offer personalized and comprehensive financial planning.

Wealth Management Associates operates two offices in Northern California. Our headquarters is based in Pleasanton and we have a satellite offices in Folsom, California and in Denver, Colorado .

Our representatives serve over 300 families with comprehensive financial planning services on an on-going basis. We also work with  over 500 clients through other means including: financial planning, retirement planning, asset management, estate planning, and insurance analysis. As a company we strive to provide our clients with professional service on a personal level by using a variety of insurance and investment vehicles.

Securities offered through Triad Advisors Member FINRA/SIPC; Investment  Advisory Services offered through Continuum Advisory, LLC., 868 E. Riverside Drive, Suite 200, Eagle, ID, an Independent Registered Investment Advisor. Continuum Advisory, LLC and Wealth Management Associates are not affiliated with Triad Advisors.

Find Wealth Management Associates employees' phone numbers or email addresses

Wealth Management Associates Global Highlights

North America
68

United States Of America
68

Europe
9

United Kingdom Of Great Britain And Northern Ireland
9

Wealth Management Associates's Leadership

G. F. C. C.
Ceo & Wealth Advisor
Mobile Phone
Email
M. T.
Chief Compliance Officer
Mobile Phone
Email
N. S.
President
Mobile Phone
Email
A. E.
Chfc And Registered Representative With Osaic Wealth, Inc
Mobile Phone
Email
C. P.
Owner
Mobile Phone
Email
H. T.
Senior Partner And Financial Advisor
Mobile Phone
Email
A. S.
Vice President
Mobile Phone
Email
C. M.
Senior Vice President At Sullivan & Associates Wealth Management, Llc
Mobile Phone
Email

Contact profiles from Wealth Management Associates

Name

Title

Contact Info

Location

Last Update

W. C.
Financial Advisor
Mobile Phone
Email
Oct 21, 2024
E. S.
Bookkeeper
Mobile Phone
Email
United StatesTexas
Nov 19, 2025
L. W.
Mobile Phone
Email
Oct 17, 2024
M. G.
Monami Accountant
Mobile Phone
Email
UNITED STATES
Jul 14, 2025

Frequently Asked Questions

What is Wealth Management Associates known for?

Wealth Management Associates was founded in 1989 operates in the Investment Management industry. The company's main headquarters is located in 6600 Koll Center Parkway, Suite 110; 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 41 employees as of December 2025. These team members are located across 2 continents, including North AmericaEurope.

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

As of December 2025, Wealth Management Associates's key employees include:

Ceo & Wealth Advisor: G. F. C. C.
Chief Compliance Officer: M. T.
President: N. S.
Chfc And Registered Representative With Osaic Wealth, Inc: A. E.
Owner: C. P.

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