Zandlo Wealth Advisors Employee Directory

Financial ServicesMinnesota, United States2-10 Employees

Zandlo Wealth Advisors operates in the financial services sector, providing objective and customized financial guidance to a focused group of individual clients and small business pension plans. The firm emphasizes a structured approach to advising, continuing the DIME process established by its predecessor to tailor recommendations to each client’s evolving economic environment. Located in Minneapolis, Minnesota, the company has evolved from North East Asset Management, with a transition completed in January 2023 as part of its ongoing client-focused service model. The business environment positions ZWA among specialized asset management and advisory practices that serve individual and small-plan clients seeking personalized financial strategies with an emphasis on independent, unbiased advice.

Find Zandlo Wealth Advisors employees' phone numbers or email addresses

Zandlo Wealth Advisors Global Highlights

Location
Employees

Europe
1

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  • United Kingdom Of Great Britain And Northern Ireland
    1

Zandlo Wealth Advisors's Leadership

  • Stylized image of a person
    R. B.
    Director
    Phone icon

Contact profiles from Zandlo Wealth Advisors

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    R. B.
    Director
    Phone icon
    UNITED KINGDOMCOUNTY DURHAM
    Apr 22, 2024

Frequently Asked Questions

What is Zandlo Wealth Advisors known for?

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Zandlo Wealth Advisors was founded in 1987 operates in the Financial Services industry. The company's main headquarters is located in 9298 Central Avenue Northeast Suite 407 Minneapolis, Minnesota 55434 United States; you can contact the main corporate office by phone at . Explore Zandlo Wealth Advisors's company overview page for more information.

What is Zandlo Wealth Advisors's most common email format?

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Zandlo Wealth Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Zandlo Wealth Advisors email formats with LeadIQ.

How many employees does Zandlo Wealth Advisors have currently?

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Zandlo Wealth Advisors has approximately 2 employees as of February 2026. These team members are located across 1 continents, including Europe.

Who are Zandlo Wealth Advisors's key employees and leadership?

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As of February 2026, Zandlo Wealth Advisors's key employees include:

  • Director: R. B.

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