What departments does EFC Wealth Management Firm, LLC (RIA) have?

EFC Wealth Management Firm, LLC (RIA) has employees across 4 departments including Operations, Engineering, Finance, Information Technology.

What is the largest department at EFC Wealth Management Firm, LLC (RIA)?

The largest department at EFC Wealth Management Firm, LLC (RIA) is Operations with 2 employees.

Where are EFC Wealth Management Firm, LLC (RIA) employees located globally?

EFC Wealth Management Firm, LLC (RIA) has employees across 2 continents and 2 countries including India, United States Of America.

How has EFC Wealth Management Firm, LLC (RIA)'s team size changed over time?

EFC Wealth Management Firm, LLC (RIA)'s team has grown from approximately 5 to 6 employees based on available data.

EFC Wealth Management Firm, LLC (RIA) Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

EFC Wealth Management Firm, LLC is a financial services firm that shapes a financial blueprint intended to bridge clients from the workforce into retirement. It focuses on four client segments—corporate employees, government employees, business owners, and women investors. The firm designs and implements retirement portfolios and coordinates government benefits within a comprehensive retirement plan to support clients' desired lifestyles.

The firm is based in Los Angeles, California, and comprises a small team. Investment advisory services are provided through EFC Wealth Management Firm, LLC as a registered investment advisor, while insurance products are offered through affiliated agencies. It does not provide tax or legal advice and is not affiliated with the U.S. government; it also holds BBB accreditation.

EFC Wealth Management Firm, LLC (RIA) Global Highlights

North America
24

United States Of America
24

Asia
1

India
1

EFC Wealth Management Firm, LLC (RIA)'s Leadership

R. A.
Managing Director, Senior Wealth Advisor
Mobile Phone
Email
S. M.
Director Of Operations
Mobile Phone
Email
D. S.
Director Of Quantitative Development
Mobile Phone
Email
S. J.
Director Of Operations / Financial Professional
Mobile Phone
Email
T. F.
Manager, Performance Reporting
Mobile Phone
Email
M. C. S.
Financial Advisor
Mobile Phone
Email
C. I.
Systems Administrator
Mobile Phone
Email
C. L.
Compliance Marketing Manager Director
Mobile Phone
Email

EFC Wealth Management Firm, LLC (RIA) Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Accounting
Administrative
Analytics
Other

Contact profiles from EFC Wealth Management Firm, LLC (RIA)

Name

Title

Contact Info

Location

Last Update

R. A.
Managing Director, Senior Wealth Advisor
Mobile Phone
Email
United StatesFlorida
Oct 25, 2025
S. M.
Director Of Operations
Mobile Phone
Email
Jun 27, 2026
D. S.
Director Of Quantitative Development
Mobile Phone
Email
United StatesKentucky
Apr 14, 2026
S. J.
Director Of Operations / Financial Professional
Mobile Phone
Email
Oct 23, 2024
T. F.
Manager, Performance Reporting
Mobile Phone
Email
United StatesNorth Carolina
Nov 26, 2025
M. C. S.
Financial Advisor
Mobile Phone
Email
United StatesTennessee
May 04, 2026
C. I.
Systems Administrator
Mobile Phone
Email
United StatesPennsylvania
Sep 08, 2025
C. L.
Compliance Marketing Manager Director
Mobile Phone
Email
United StatesPennsylvania
Apr 17, 2026

Frequently Asked Questions

What is EFC Wealth Management Firm, LLC (RIA) known for?

EFC Wealth Management Firm, LLC (RIA) was founded in 2021 operates in the Financial Services industry. The company's main headquarters is located in 5777 West Century Boulevard Suite 985 Los Angeles, California United States. Explore EFC Wealth Management Firm, LLC (RIA)'s company overview page for more information.

What is EFC Wealth Management Firm, LLC (RIA)'s most common email format?

EFC Wealth Management Firm, LLC (RIA) employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more EFC Wealth Management Firm, LLC (RIA) email formats with LeadIQ.

How many employees does EFC Wealth Management Firm, LLC (RIA) have currently?

EFC Wealth Management Firm, LLC (RIA) has approximately 5 employees as of June 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are EFC Wealth Management Firm, LLC (RIA)'s key employees and leadership?

As of June 2026, EFC Wealth Management Firm, LLC (RIA)'s key employees include:

Managing Director, Senior Wealth Advisor: R. A.
Director Of Operations: S. M.
Director Of Quantitative Development: D. S.
Director Of Operations / Financial Professional: S. J.
Manager, Performance Reporting: T. F.

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EFC Wealth Management Firm, LLC (RIA) Employee Directory

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