What departments does KWB Wealth have?

KWB Wealth has employees across 3 departments including Finance, Human Resources, Marketing.

What is the largest department at KWB Wealth?

The largest department at KWB Wealth is Marketing with 2 employees.

Where are KWB Wealth employees located globally?

KWB Wealth has employees across 1 continents and 1 countries including United States Of America.

How has KWB Wealth's team size changed over time?

KWB Wealth's team has grown from approximately 14 to 15 employees based on available data.

KWB Wealth Employee Directory

Financial ServicesCalifornia, United States11-50 Employees

KWB Wealth is a financial services firm that provides long-term wealth management services for serious investors. Based in Redlands, California, the company has operated since 1996 and emphasizes a client approach that supports wealth accumulation over time without minimum or maximum program requirements. As an SEC-registered investment adviser, it positions itself within the advisory sector of the financial services industry and focuses on helping clients turn earnings into enduring assets for their lifetimes and for future generations. The firm communicates a broad, relationship-oriented service model aimed at a diverse client base, with contact information available for inquiries and a website for additional information.

KWB Wealth Global Highlights

North America
29

United States Of America
29

KWB Wealth's Leadership

J. M.
Chief Financial Officer
Mobile Phone
Email
R. B.
Chief Wealth Manager
Mobile Phone
Email
C. C.
Head Of People & Culture (fractional)
Mobile Phone
Email
E. T.
Partner
Mobile Phone
Email
J. V.
Client Service Manager
Mobile Phone
Email
B. F.
Marketing Specialist
Mobile Phone
Email
B. F.
Marketing Specialist
Mobile Phone
Email
I. N.
Associate Wealth Planner
Mobile Phone
Email

KWB Wealth Employee Metrics

100%

50%

0%

2026

2025

Banking
Finance
Support
Accounting
Administrative
Other
Community & Social Services

Contact profiles from KWB Wealth

Name

Title

Contact Info

Location

Last Update

E. T.
Partner
Mobile Phone
Email
Oct 01, 2024
J. M.
Chief Financial Officer
Mobile Phone
Email
Oct 16, 2024
C. C.
Head Of People & Culture (fractional)
Mobile Phone
Email
Apr 12, 2026
R. B.
Chief Wealth Manager
Mobile Phone
Email
Feb 27, 2024
J. V.
Client Service Manager
Mobile Phone
Email
Oct 22, 2024
B. F.
Marketing Specialist
Mobile Phone
Email
Oct 24, 2024
B. F.
Marketing Specialist
Mobile Phone
Email
Oct 24, 2024
I. N.
Associate Wealth Planner
Mobile Phone
Email
United StatesMaine
Aug 01, 2025

Frequently Asked Questions

What is KWB Wealth known for?

KWB Wealth was founded in 1996 operates in the Financial Services industry. The company's main headquarters is located in 1782 Orange Tree Lane Redlands, California 92374 United States. Explore KWB Wealth's company overview page for more information.

What is KWB Wealth's most common email format?

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

How many employees does KWB Wealth have currently?

KWB Wealth has approximately 18 employees as of May 2026. These team members are located across 1 continents, including North America.

Who are KWB Wealth's key employees and leadership?

As of May 2026, KWB Wealth's key employees include:

Chief Financial Officer: J. M.
Chief Wealth Manager: R. B.
Head Of People & Culture (fractional): C. C.
Partner: E. T.
Client Service Manager: J. V.

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KWB Wealth Employee Directory

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