Clavius Wealth Management
We are a boutique wealth management firm located in the heart of Silicon Valley. We are an independent firm affiliated with Northwestern Mutual. Let us ensure that you have a comprehensive financial plan in place with integrated defensive and offensive strategies.
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Verified contacts
7
available on Kipplo
LinkedIn employees
6
1 to 10 range
Open roles
—
no listings
Distinct roles
5
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
7 contacts with verified email or phone · masked until revealed.
- CW
Chris Welton
Wealth Management Advisor & Founder Principal · Other
EmailPhone - SC
Stephanie Chen
Director, Financial Education Advocacy · Finance & Accounting
EmailPhone - BO
Beniam Osterloh
Associate Wealth Management Advisor · Finance & Accounting
EmailPhone - NT
Natalie Tam
Associate Financial Advisor · Finance & Accounting
EmailPhone
Showing 4 of 7 verified contacts
Top roles at Clavius Wealth Management
5 distinct titles indexed · top 5 shown.
- 2associate wealth management advisor
- 2wealth management advisor & founder principal
- 1associate financial advisor
- 1associate financial representative
- 1director, financial education advocacy
Sign up to unlock all 7 contacts at Clavius Wealth Management
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