What departments does Strategic Wealth have?

Strategic Wealth has employees across 2 departments including Finance, Customer Success.

What is the largest department at Strategic Wealth?

The largest department at Strategic Wealth is Finance with 2 employees.

Where are Strategic Wealth employees located globally?

Strategic Wealth has employees across 3 continents and 4 countries including Botswana, India, United States Of America, Canada.

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

Strategic Wealth's team has grown from approximately 15 to 17 employees based on available data.

Strategic Wealth Employee Directory

Financial ServicesTexas, United States11-50 Employees

Strategic Wealth is a financial services firm that provides a full range of advisory and related services tailored to each client's needs. Founded to act as trusted advisors, the firm focuses on improving clients' financial lives and helping to preserve family legacies. Its team-based model taps more than a century of combined experience to address clients' objectives. 

The firm is based in El Paso, Texas, and serves clients within the financial services industry. By tailoring its offerings and leveraging collaborative expertise, Strategic Wealth aims to support individuals and families in achieving their financial goals.

Strategic Wealth Global Highlights

North America
44

United States Of America
43
Canada
1

Africa
1

Botswana
1

Asia
1

India
1

Strategic Wealth's Leadership

C. D.
Partner
Mobile Phone
Email
H. C.
Managing Partner And Director Of Investment Management
Mobile Phone
Email
H. G.
Founding Partner And Director Of Investment Management
Mobile Phone
Email
A. V.
Director Of Case Management
Mobile Phone
Email
N. A.
Director Of Client Services
Mobile Phone
Email
J. C.
Paraplanner
Mobile Phone
Email
A. A.
Client Liaison
Mobile Phone
Email

Strategic Wealth Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Community & Social Services
Finance
Legal
Other

Contact profiles from Strategic Wealth

Name

Title

Contact

Location

Last Update

C. D.
Partner
Mobile Phone
Email
Jun 26, 2026
H. C.
Managing Partner And Director Of Investment Management
Mobile Phone
Email
Nov 21, 2024
H. G.
Founding Partner And Director Of Investment Management
Mobile Phone
Email
Jun 08, 2026
A. V.
Director Of Case Management
Mobile Phone
Email
Oct 23, 2024
N. A.
Director Of Client Services
Mobile Phone
Email
Oct 10, 2025
J. C.
Paraplanner
Mobile Phone
Email
Nov 17, 2025
A. A.
Client Liaison
Mobile Phone
Email
Aug 02, 2026

Frequently Asked Questions

What is Strategic Wealth known for?

Strategic Wealth was founded in 2008 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-915-532-****

. Explore Strategic Wealth's company overview page for more information.

What is Strategic Wealth's most common email format?

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

How many employees does Strategic Wealth have currently?

Strategic Wealth has approximately 31 employees as of August 2026. These team members are located across 3 continents, including North AmericaAfricaAsia.

Who are Strategic Wealth's key employees and leadership?

As of August 2026, Strategic Wealth's key employees include:

Partner: C. D.
Managing Partner And Director Of Investment Management: H. C.
Founding Partner And Director Of Investment Management: H. G.
Director Of Case Management: A. V.
Director Of Client Services: N. A.

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Strategic Wealth Employee Directory

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