LeadIQ logo
Learn more at LeadIQ.com

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
45

Minus sign iconPlus sign icon
  • United States Of America
    45

Europe
2

Minus sign iconPlus sign icon
  • Moldova
    1
  • United Kingdom Of Great Britain And Northern Ireland
    1

Oceania
1

Minus sign iconPlus sign icon
  • Australia
    1

Yuma & Imperial Valley Wealth Management's Leadership

  • Stylized image of a person
    K. M.
    Chief Operating Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. R.
    Founder/Wealth Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. E. C. A.
    Managing Partner/Wealth Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. A.
    Managing Director
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. D.
    Wealth Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    G. D.
    Senior Wealth Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. I.
    Marketing Coordinator
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. W.
    Private Wealth Advisor
    Phone icon
    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 Info
Location
Last Update
  • Stylized image of a person
    T. R.
    Founder/Wealth Advisor
    Phone icon
    Mobile Phone
    United StatesArizona
    Jun 04, 2026
  • Stylized image of a person
    A. E. C. A.
    Managing Partner/Wealth Advisor
    Phone icon
    Mobile Phone
    United StatesArizona
    May 31, 2026
  • Stylized image of a person
    K. M.
    Chief Operating Officer
    Phone icon
    Mobile Phone
    Jul 09, 2024
  • Stylized image of a person
    S. A.
    Managing Director
    Phone icon
    Mobile Phone
    AustraliaNew South Wales
    Apr 15, 2026
  • Stylized image of a person
    T. D.
    Wealth Manager
    Phone icon
    Mobile Phone
    United StatesNorth Carolina
    Apr 25, 2025
  • Stylized image of a person
    G. D.
    Senior Wealth Advisor
    Phone icon
    Mobile Phone
    United StatesArizona
    May 30, 2026
  • Stylized image of a person
    K. I.
    Marketing Coordinator
    Phone icon
    Mobile Phone
    United StatesArizona
    Jun 29, 2026
  • Stylized image of a person
    R. W.
    Private Wealth Advisor
    Phone icon
    Mobile Phone
    United StatesTennessee
    Jun 01, 2026
  • Stylized image of a person
    J. D.
    Client Services Associate
    Phone icon
    Mobile Phone
    United StatesMinnesota
    Jun 29, 2026
  • Stylized image of a person
    T. A.
    Wealth Advisor
    Phone icon
    Mobile Phone
    United StatesArizona
    Jun 24, 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. 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?

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 17 employees as of May 2026. These team members are located across 3 continents, including North AmericaEuropeOceania.

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

Minus sign iconPlus sign icon

As of May 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.
  • Managing Director: S. A.
  • Wealth Manager: T. D.

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

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

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.