What departments does Strategic Wealth have?

Strategic Wealth has employees across 3 departments including Real Estate, Finance, Analytics.

What is the largest department at Strategic Wealth?

The largest department at Strategic Wealth is Finance with 6 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 16 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
39

United States Of America
38
Canada
1

Africa
1

Botswana
1

Asia
1

India
1

Strategic Wealth's Leadership

M. P.
Chief Compliance Officer
Mobile Phone
Email
B. B. C.
Partner And Director Of Risk Management, Insurance & Estate Planning
Mobile Phone
Email
C. D. L. R.
Partner / Wealth Manager
Mobile Phone
Email
H. G. C.
Managing Partner And Director Of Investment Management
Mobile Phone
Email
A. L. P.
Partner - Lpl Financial Advisor
Mobile Phone
Email
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

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 Info

Location

Last Update

A. A.
Financial Analyst
Mobile Phone
Email
United StatesTexas
Oct 17, 2025
T. G.
Financial Advisor
Mobile Phone
Email
United StatesArizona
Apr 16, 2026
J. C.
Paraplanner
Mobile Phone
Email
Nov 17, 2025
S. A. M.
Certified Financial Planner
Mobile Phone
Email
United StatesKansas
Apr 16, 2026
L. G.
Client Relations Executive
Mobile Phone
Email
United StatesTexas
Aug 02, 2024
M. N.
Insurance Agent
Mobile Phone
Email
UNITED STATES
Oct 16, 2024
A. A.
Client Liaison
Mobile Phone
Email
May 29, 2026
J. F.
Registered Client Liaison
Mobile Phone
Email
United StatesTexas
Apr 14, 2026
J. J.
Mobile Phone
Email
UNITED STATES
Mar 08, 2023

Frequently Asked Questions

What is Strategic Wealth known for?

Strategic Wealth was founded in 2008 operates in the Financial Services industry. The company's main headquarters is located in 123 West Mills Avenue Suite 200 el Paso, Texas 79901 United States; 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 34 employees as of May 2026. These team members are located across 3 continents, including North AmericaAfricaAsia.

Who are Strategic Wealth's key employees and leadership?

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

Chief Compliance Officer: M. P.
Partner And Director Of Risk Management, Insurance & Estate Planning: B. B. C.
Partner / Wealth Manager: C. D. L. R.
Managing Partner And Director Of Investment Management: H. G. C.
Partner - Lpl Financial Advisor: A. L. P.

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Strategic Wealth Employee Directory

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