Western Wealth Management Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

Western Wealth Management operates in the financial services sector, offering professional guidance and management of financial matters for clients. Based in Fair Oaks, California, the firm presents itself as a local advisory presence aimed at helping individuals navigate financial decisions and wealth-related concerns. With a small team, the company positions itself to provide personalized service to its clientele within a broader industry dominated by larger, well-known financial institutions.

The company’s primary focus appears to be delivering financial services to residents in its region, addressing everyday financial needs and planning considerations. Its location in northern California situates it among a competitive landscape of established national and regional firms, and the organization seems to operate as a boutique option within this market. The available information indicates a concise corporate footprint and a specialized service scope targeted at clients seeking hands-on, regionally integrated financial management.

Find Western Wealth Management employees' phone numbers or email addresses

Western Wealth Management Global Highlights

Location
Employees

North America
19

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  • United States Of America
    16
  • Canada
    3

Europe
1

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  • Portugal
    1

Western Wealth Management's Leadership

  • Stylized image of a person
    T. M.
    Vp, Investor Relations
    Phone icon
  • Stylized image of a person
    L. C.
    Director Of Research And Strategy
    Phone icon
  • Stylized image of a person
    D. H.
    Independent Certified Financial Planner Professional®
    Phone icon
  • Stylized image of a person
    C. R.
    Branch Administrator
    Phone icon

Western Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other
  • Finance

Contact profiles from Western Wealth Management

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    T. M.
    Vp, Investor Relations
    Phone icon
    United StatesArizona
    Mar 24, 2026
  • Stylized image of a person
    L. C.
    Director Of Research And Strategy
    Phone icon
    Canada
    May 24, 2026
  • Stylized image of a person
    D. H.
    Independent Certified Financial Planner Professional®
    Phone icon
    United StatesMissouri
    Apr 16, 2026
  • Stylized image of a person
    C. R.
    Branch Administrator
    Phone icon
    PortugalCoimbra
    Oct 23, 2024

Frequently Asked Questions

What is Western Wealth Management known for?

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Western Wealth Management operates in the Financial Services industry. The company's main headquarters is located in 9801 Fair Oaks Boulevard Fair Oaks, California 95628 United States; you can contact the main corporate office by phone at . Explore Western Wealth Management's company overview page for more information.

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

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

How many employees does Western Wealth Management have currently?

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Western Wealth Management has approximately 10 employees as of May 2026. These team members are located across 2 continents, including North AmericaEurope.

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

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

  • Vp, Investor Relations: T. M.
  • Director Of Research And Strategy: L. C.
  • Independent Certified Financial Planner Professional®: D. H.
  • Branch Administrator: C. R.

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