Constellation Wealth Advisors LLC

Location:

3000 Sand Hill Road, Suite 2-160Menlo ParkCalifornia94025United States View Map

Revenue:

$6 Million

Employees:

30

Industries:

Phone:

(650) 352-9300
More

Description:

Constellation Wealth Advisors LLC was established in 2007 as an independent multi-family investment office. Prior to forming the company, the managing partners of CWA had built two of the largest wealth management practice groups at Citigroup's Family Office Division. The concept of CWA evolved from the observation that large financial advisory firms had moved away from a truly client focused culture with the flexibility and independent thinking required to address the complex needs of wealthy families.

Read More

Recently Updated profiles at this company

Browse ZoomInfo’s Directories