Strategic Wealth Management
Private wealth management to high net worth individuals, corporate executives, and family owned businesses.
7-day free trial · no credit card
Verified contacts
33
available on Kipplo
LinkedIn employees
56
11 to 50 range
Open roles
—
no listings
Distinct roles
23
indexed titles
Tech stack
1
tools in use
Monthly traffic
125
organic / mo
Sign up free to see all 33 verified contacts at Strategic Wealth Management
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Decision-makers and verified team members
33 contacts with verified email or phone · masked until revealed.
- MR
Mel Rokeach
Owner · General Business & Management
EmailPhone - LA
Lisa Asencio
Office Mgr · Operations
EmailPhone - AK
Aarthi K.L
-- · Other
EmailPhone - RC
Russell Clack
Registered Principal · Finance & Accounting
EmailPhone - GH
Gavin Hearn
Senior Accountant · Finance & Accounting
EmailPhone - KH
Kelly Huang
Client Services Manager · Customer/Client Service
EmailPhone - SH
Stephani Hinners
New Business Supervisor · Sales & Business Development
EmailPhone - ST
Scott Teter
Wealth Management Advisor · Finance & Accounting
EmailPhone - ST
Scott Teter
Wealth Management Advisor · Finance & Accounting
EmailPhone
Showing 9 of 33 verified contacts
Top roles at Strategic Wealth Management
23 distinct titles indexed · top 10 shown.
- 5accountant
- 2director
- 2owner
- 2president
- 2wealth management advisor
- 1--
- 1admin
- 1adviser
- 1cio
- 1client services manager
- +13more titles
Sign up to unlock all 33 contacts at Strategic Wealth Management
Free for 7 days · 50 credits · no card · only pay for verified records.
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