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Yuma & Imperial Valley Wealth Management Employee Directory

Financial ServicesArizona, United States11-50 Employees

Yuma & Imperial Valley Wealth Management operates in the financial services sector, offering wealth planning and investment advisory services. Its aim is to help clients establish financial security, build and protect wealth, and pursue financial independence, supported by education, clear communication, and attentive service. Investment advisory services are provided through CWM, LLC, an SEC-registered investment adviser. Headquartered in Yuma, Arizona, the firm serves individuals, businesses, corporations, trusts and retirement accounts. It is a small to midsized practice, reflecting a localized footprint within the wealth management field.

Find Yuma & Imperial Valley Wealth Management employees' phone numbers or email addresses

Yuma & Imperial Valley Wealth Management Global Highlights

Location
Employees

North America
49

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  • United States Of America
    49

Europe
2

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  • Moldova
    1
  • United Kingdom Of Great Britain And Northern Ireland
    1

Oceania
1

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  • Australia
    1

Yuma & Imperial Valley Wealth Management's Leadership

  • Stylized image of a person
    K. M.
    Chief Operating Officer
    Mobile Phone
  • Stylized image of a person
    S. A.
    Managing Director
    Mobile Phone

Yuma & Imperial Valley Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Finance
  • Accounting
  • Administrative
  • Other

Contact profiles from Yuma & Imperial Valley Wealth Management

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    K. M.
    Chief Operating Officer
    Mobile Phone
    Jul 09, 2024
  • Stylized image of a person
    S. A.
    Managing Director
    Mobile Phone
    AustraliaNew South Wales
    Apr 15, 2026

Frequently Asked Questions

What is Yuma & Imperial Valley Wealth Management known for?

Minus sign iconPlus sign iconYuma & Imperial Valley Wealth Management was founded in 2001 operates in the Financial Services industry. Explore Yuma & Imperial Valley Wealth Management's company overview page for more information.

What is Yuma & Imperial Valley Wealth Management's most common email format?

Minus sign iconPlus sign iconYuma & Imperial Valley Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Yuma & Imperial Valley Wealth Management email formats with LeadIQ.

How many employees does Yuma & Imperial Valley Wealth Management have currently?

Minus sign iconPlus sign iconYuma & Imperial Valley Wealth Management has approximately 16 employees as of August 2026. These team members are located across 3 continents, including North AmericaEuropeOceania.

Who are Yuma & Imperial Valley Wealth Management's key employees and leadership?

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As of August 2026, Yuma & Imperial Valley Wealth Management's key employees include:

  • Chief Operating Officer: K. M.
  • Managing Director: S. A.

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