LeadIQ logo
Learn more at LeadIQ.com

WatersEdge Wealth Management Employee Directory

Financial ServicesMinnesota, United States2-10 Employees

WatersEdge Wealth Management operates in the financial services sector, offering wealth management services to a community of intelligent, capable women, makers, and innovators. The firm aims to foster trust, connection, control, and investment knowledge so clients can grow wealth in alignment with their values and goals, contributing to wellbeing and peace of mind.

Securities are offered through Kestra Investment Services, LLC (Kestra IS), a FINRA/SIPC member, and investment advisory services are provided through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. WatersEdge Wealth Management is not affiliated with Kestra IS or Kestra AS. The company is based in Minneapolis, Minnesota.

Find WatersEdge Wealth Management employees' phone numbers or email addresses

WatersEdge Wealth Management Global Highlights

Location
Employees

North America
4

Minus sign iconPlus sign icon
  • United States Of America
    4

WatersEdge Wealth Management's Leadership

  • Stylized image of a person
    S. C.
    Wealth Advisor/Founder/Ceo
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. N.
    Director
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. K.
    Director, Client Services
    Phone icon
    Mobile Phone

WatersEdge Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from WatersEdge Wealth Management

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    S. C.
    Wealth Advisor/Founder/Ceo
    Phone icon
    Mobile Phone
    United StatesMinnesota
    Jun 29, 2026
  • Stylized image of a person
    B. N.
    Director
    Phone icon
    Mobile Phone
    UNITED STATES
    Jul 13, 2023
  • Stylized image of a person
    K. K.
    Director, Client Services
    Phone icon
    Mobile Phone
    United StatesMinnesota
    Oct 17, 2024

Frequently Asked Questions

What is WatersEdge Wealth Management known for?

Minus sign iconPlus sign iconWatersEdge Wealth Management was founded in 2018 operates in the Financial Services industry. The company's main headquarters is located in 2124 Dupont Avenue South Suite 103 Minneapolis, Minnesota 55405 United States. Explore WatersEdge Wealth Management's company overview page for more information.

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

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

How many employees does WatersEdge Wealth Management have currently?

Minus sign iconPlus sign iconWatersEdge Wealth Management has approximately 2 employees as of June 2026. These team members are located across 1 continents, including North America.

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

Minus sign iconPlus sign icon

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

  • Wealth Advisor/Founder/Ceo: S. C.
  • Director: B. N.
  • Director, Client Services: K. K.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.