What departments does Yuma & Imperial Valley Wealth Management have?

Yuma & Imperial Valley Wealth Management has employees across 5 departments including Operations, Marketing, Sales, Analytics, Finance.

What is the largest department at Yuma & Imperial Valley Wealth Management?

The largest department at Yuma & Imperial Valley Wealth Management is Operations with 1 employees.

Where are Yuma & Imperial Valley Wealth Management employees located globally?

Yuma & Imperial Valley Wealth Management has employees across 2 continents and 3 countries including United Kingdom Of Great Britain And Northern Ireland, Moldova, United States Of America.

How has Yuma & Imperial Valley Wealth Management's team size changed over time?

Yuma & Imperial Valley Wealth Management's team has decreased from approximately 17 to 16 employees based on available data.

Yuma & Imperial Valley Wealth Management Employee Directory

Financial ServicesArizona, United States11-50 Employees

At Yuma & Imperial Valley Wealth Management, we are committed to helping our clients plan for their financial security. Our goal is to assist our clients in creating and protecting wealth, ultimately striving for financial independence. Our team will assist you in working towards your goals through education, communication and exceptional service. The firm provides wealth planning services for individuals, businesses, corporations, trusts and retirement accounts. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor.

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

Yuma & Imperial Valley Wealth Management Global Highlights

North America
42

United States Of America
42

Europe
2

United Kingdom Of Great Britain And Northern Ireland
1
Moldova
1

Yuma & Imperial Valley Wealth Management's Leadership

K. M.
Chief Operating Officer
Mobile Phone
Email
T. R.
Founder/Wealth Advisor
Mobile Phone
Email
A. E. C. A.
Managing Partner/Wealth Advisor
Mobile Phone
Email
C. D.
Owner/President
Mobile Phone
Email
T. D.
Wealth Manager
Mobile Phone
Email
G. D.
Senior Wealth Advisor
Mobile Phone
Email
K. I.
Marketing Coordinator
Mobile Phone
Email
R. W.
Private Wealth Advisor
Mobile Phone
Email

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 Info

Location

Last Update

T. R.
Founder/Wealth Advisor
Mobile Phone
Email
United StatesArizona
Apr 09, 2026
A. E. C. A.
Managing Partner/Wealth Advisor
Mobile Phone
Email
United StatesArizona
Feb 19, 2026
K. M.
Chief Operating Officer
Mobile Phone
Email
Jul 09, 2024
C. D.
Owner/President
Mobile Phone
Email
United StatesDelaware
Aug 12, 2025
T. D.
Wealth Manager
Mobile Phone
Email
United StatesNorth Carolina
Apr 25, 2025
G. D.
Senior Wealth Advisor
Mobile Phone
Email
United StatesArizona
Mar 24, 2026
K. I.
Marketing Coordinator
Mobile Phone
Email
United StatesArizona
Feb 14, 2026
R. W.
Private Wealth Advisor
Mobile Phone
Email
United StatesTennessee
Jan 29, 2026
T. A.
Wealth Advisor
Mobile Phone
Email
United StatesArizona
Feb 14, 2026
Z. G.
Associate Wealth Advisor
Mobile Phone
Email
United StatesArizona
Nov 16, 2025

Frequently Asked Questions

What is Yuma & Imperial Valley Wealth Management known for?

Yuma & Imperial Valley Wealth Management was founded in 2001 operates in the Financial Services industry. The company's main headquarters is located in 182 East 16th Street Yuma, Arizona 85364 United States. 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?

Yuma & 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?

Yuma & Imperial Valley Wealth Management has approximately 18 employees as of April 2026. These team members are located across 2 continents, including North AmericaEurope.

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

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

Chief Operating Officer: K. M.
Founder/Wealth Advisor: T. R.
Managing Partner/Wealth Advisor: A. E. C. A.
Owner/President: C. D.
Wealth Manager: T. D.

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