What departments does US Wealth Management have?

US Wealth Management has employees across 8 departments including Human Resources, Operations, Finance, Administrative, Accounting.

What is the largest department at US Wealth Management?

The largest department at US Wealth Management is Operations with 4 employees.

Where are US Wealth Management employees located globally?

US Wealth Management has employees across 3 continents and 5 countries including Philippines, Bangladesh, India, United Kingdom Of Great Britain And Northern Ireland, United States Of America.

How has US Wealth Management's team size changed over time?

US Wealth Management's team has decreased from approximately 23 to 22 employees based on available data.

US Wealth Management Employee Directory

Financial ServicesMassachusetts, United States11-50 Employees

US Wealth Management operates as a decentralized group of seasoned wealth managers within the financial services sector, delivering holistic guidance and customized strategies to help clients shape their financial futures. The organization provides its advisors with a broad toolkit, including asset management through U.S. Financial Advisors (a registered investment advisor), research resources, technology, and a wide product platform. Securities are distributed through LPL Financial, while investment advice is supplied by U.S. Financial Advisors; both entities operate independently from LPL Financial. Headquartered in Braintree, Massachusetts, the firm emphasizes practitioner support through practice management, growth coaching, marketing assistance, and succession planning to sustain advisor practices over the long term. A notable development in 2022 involved appointing a Chief Marketing Officer, indicating ongoing leadership evolution.

US Wealth Management Global Highlights

North America
52

United States Of America
52

Asia
4

Philippines
2
Bangladesh
1
India
1

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

US Wealth Management's Leadership

J. N.
Chief Executive Officer
Mobile Phone
Email
M. V.
President & Manager, Wealth
Mobile Phone
Email
R. F.
Wealth Manager And Owner
Mobile Phone
Email
J. N.
Human Resources Director
Mobile Phone
Email
D. G.
Director Of Operations
Mobile Phone
Email
E. S.
Director
Mobile Phone
Email
R. M.
Director - Wealth Advisor
Mobile Phone
Email
G. V. H.
Wealth Manager
Mobile Phone
Email

US Wealth Management Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Human Resources
Accounting
Administrative
Other

Contact profiles from US Wealth Management

Name

Title

Contact Info

Location

Last Update

A. A. R.
Wealth Manager
Mobile Phone
Email
United StatesMassachusetts
Apr 15, 2026
G. O.
Wealth Manager
Mobile Phone
Email
United StatesMassachusetts
Apr 16, 2026
E. Q.
Wealth Manager
Mobile Phone
Email
United StatesMassachusetts
Apr 14, 2026
A. W.
Wealth Manager
Mobile Phone
Email
UNITED STATES
May 09, 2025
B. G.
Office Manager
Mobile Phone
Email
United StatesConnecticut
Apr 24, 2025
C. M.
Wealth Manager Client Associate
Mobile Phone
Email
United StatesMassachusetts
Apr 23, 2025
L. M.
Account Service Manager
Mobile Phone
Email
United StatesFlorida
Mar 05, 2024
M. D.
Office Manager
Mobile Phone
Email
United StatesMassachusetts
Apr 20, 2026
R. C.
Retirement Manager
Mobile Phone
Email
UNITED STATES
Aug 25, 2025
P. V.
Senior Analyst Service Management
Mobile Phone
Email
United StatesConnecticut
Oct 17, 2024

Frequently Asked Questions

What is US Wealth Management known for?

US Wealth Management was founded in 1997 operates in the Financial Services industry. The company's main headquarters is located in Braintree, Massachusetts 02184 United States; you can contact the main corporate office by phone at

+1-781-884-****

. Explore US Wealth Management's company overview page for more information.

What is US Wealth Management's most common email format?

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

How many employees does US Wealth Management have currently?

US Wealth Management has approximately 20 employees as of June 2026. These team members are located across 3 continents, including North AmericaAsiaEurope.

Who are US Wealth Management's key employees and leadership?

As of June 2026, US Wealth Management's key employees include:

Chief Executive Officer: J. N.
President & Manager, Wealth: M. V.
Wealth Manager And Owner: R. F.
Human Resources Director: J. N.
Director Of Operations: D. G.

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US Wealth Management Employee Directory

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