Wealth Managing Partners Employee Directory

Financial ServicesHawaii, United States11-50 Employees

Wealth Managing Partners, Inc. is an independent firm. We believe independence promotes a more trusting client/advisor relationship. We have no proprietary investment products to recommend and no vested interest in promoting a particular product or service. Our primary interest is that your portfolio meets your financial objectives. You can be assured of our unbiased recommendations and advice.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc, a Broker/Dealer, Member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Wealth Managing Partners, Inc., are not affiliated. Content provided via links to third party sites should not be considered an endorsement of content, for which we cannot verify completeness or accuracy.

Find Wealth Managing Partners employees' phone numbers or email addresses

Wealth Managing Partners Global Highlights

Location
Employees

North America
9

Minus sign iconPlus sign icon
  • United States Of America
    9

Wealth Managing Partners's Leadership

  • Stylized image of a person
    N. L.
    President / Financial Advisor
    Phone icon
  • Stylized image of a person
    K. A. R.
    Associate Partner & Financial Advisor
    Phone icon
  • Stylized image of a person
    J. C.
    Director Of Compliance
    Phone icon
  • Stylized image of a person
    L. S.
    Marketing Director
    Phone icon
  • Stylized image of a person
    S. L.
    Marketing Director
    Phone icon
  • Stylized image of a person
    C. J.
    Operations Manager
    Phone icon
  • Stylized image of a person
    J. H.
    Registered Assistant
    Phone icon
  • Stylized image of a person
    R. H.
    Financial Advisor
    Phone icon

Contact profiles from Wealth Managing Partners

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    N. L.
    President / Financial Advisor
    Phone icon
    United StatesHawaii
    Oct 24, 2025
  • Stylized image of a person
    K. A. R.
    Associate Partner & Financial Advisor
    Phone icon
    United StatesHawaii
    Aug 01, 2025
  • Stylized image of a person
    J. C.
    Director Of Compliance
    Phone icon
    United StatesHawaii
    Aug 28, 2024
  • Stylized image of a person
    L. S.
    Marketing Director
    Phone icon
    Oct 22, 2024
  • Stylized image of a person
    S. L.
    Marketing Director
    Phone icon
    Apr 23, 2025
  • Stylized image of a person
    C. J.
    Operations Manager
    Phone icon
    United StatesHawaii
    Nov 11, 2025
  • Stylized image of a person
    J. H.
    Registered Assistant
    Phone icon
    United StatesHawaii
    Oct 16, 2024
  • Stylized image of a person
    R. H.
    Financial Advisor
    Phone icon
    United StatesArizona
    Oct 17, 2024

Frequently Asked Questions

What is Wealth Managing Partners known for?

Minus sign iconPlus sign icon
Wealth Managing Partners was founded in 2007 operates in the Financial Services industry. The company's main headquarters is located in 1003 Bishop Street, Suite 1240; you can contact the main corporate office by phone at . Explore Wealth Managing Partners's company overview page for more information.

What is Wealth Managing Partners's most common email format?

Minus sign iconPlus sign icon
Wealth Managing Partners employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Wealth Managing Partners email formats with LeadIQ.

How many employees does Wealth Managing Partners have currently?

Minus sign iconPlus sign icon
Wealth Managing Partners has approximately 11 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Wealth Managing Partners's key employees and leadership?

Minus sign iconPlus sign icon

As of December 2025, Wealth Managing Partners's key employees include:

  • President / Financial Advisor: N. L.
  • Associate Partner & Financial Advisor: K. A. R.
  • Director Of Compliance: J. C.
  • Marketing Director: L. S.
  • Marketing Director: S. L.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.