e3 Wealth Information
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e3 Wealth
Summary
e3 Wealth oversees $500+ million in assets and provides a family office model to all clients regardless of their level of net worth. We provide clients an Integrated Resource Network where they have a...Show more
Organization Website | e3wealth.com |
Phone Number | 8003145244 |
Industries | |
Headquarters Location | 835 Main Street, Buda, Texas, 78610 US |
Employees Size | 100-200 employees |
Employees Turnover 1 quarter 2026
Number of employees switched from or switched to
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Number of employees by department
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Length of Employment
Employee tenure at e3 Wealth shows a diverse range of experience levels:
10% have been with the company for less than 1 year20% for 1–2 years10% for 3–4 years15% for 5–7 years15% for 8–10 years30% have over 11 years of service at e3 WealthDiscover More
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e3 Wealth
Breeanna Mendiola
Front Desk Coordinator
Mary McWilliams Bates
Vice President of Marketing
Terry Taylor
Co-Owner, Senior Partner, Former Radio Co-Host
Darlene Martin
Director of Training and Development
Becky Bradley
Administrative Professional
Everardo Ever Rabadan
Tax Client Relationship Manager
Brittany Leos
Operations Specialist
Jaxon McFarland
Assistant
Carlos Benitez Tovar
Associate Wealth Advisor Intern
Ryan Vaughn
Cash flow specialist
Ryan Diehl
Wealth Management Intern
Matthew Linn
Private Wealth Advisor
Bruce Wehner
Cash Flow Strategist
Patrick Eddins
Cash Flow Strategist
Chad Benoit
Financial Advisor
Josh Huard
Private Wealth Advisor
Kati Usher
Operations Specialist
Clellan Hyatt
Private Wealth Advisor
Adam Caruso
Associate Advisor
Jennifer Taylor
Senior Partner
Brandi Cotten
Private Wealth Advisor
Larry Lyons
Private Wealth Advisor
Jessica Knutson
Private Wealth Advisor
Andrea Amaya
Tax Manager
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FAQ
e3 Wealth operates in the Finance industries. More details can be found on the official website: e3wealth.com.
The headquarters of e3 Wealth are located in Buda, United States.
You can contact e3 Wealth by phone at 8003145244.
e3 Wealth currently employs 100-200 people.
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