Brad Wheeler - Email & Phone Number

President at Assetmark

Brad Wheeler is based out of Cave Creek, Arizona, United States and works at Assetmark as President.

Brad Wheeler's Contact Information

Brad Wheeler's Work email

b*****@assetm***.com

Valid

Latest update

October 17, 2025

Location

Cave Creek, Arizona, United States

Brad's current employer

Assetmark

Description

AssetMark is a turnkey asset management platform for financial advisors specifically tailored to help investors achieve their life goals.

Website

assetmark.com

HQ Location

Concord, California, United States

Number of employees

501-1000

Industry

Financial Services

Latest update

April 30, 2024

Read about Assetmark

Frequent questions about Brad Wheeler

What company is Brad Wheeler working for?

Brad Wheeler works for Assetmark.

What is Brad Wheeler's function at Assetmark?

Brad Wheeler is President at Assetmark.

Where is Brad Wheeler based?

Brad Wheeler is based out of Cave Creek, Arizona, United States.

What is Brad Wheeler's work email address?

Brad Wheeler's professional email address is b*****@assetm***.com

Who are Brad Wheeler's co-workers?

Brad Wheeler's colleagues are Marisa Carreira, Natalie Wolfsen, Adrienne Belmont, Michael Kim, Bonnie Ha, Shasta Hague, Rico Casares, Gibbins Davin, Gary Cox, Jen Gloss, Colin Kremer, Cruz Lagunas, Joe Farasat, Derek Zachmann, Yi-Ching Wu, Briana Lamb, Natalia Alves, Zoe Brunson, Jennifer Foss, Eileen Kaur Alden, Diana Luhmann, SPHR, SHRM-SCP, Matthew Goff, Nikki Khraizat, Frank Roe, Karen McCracken, Gary Zyla, Adam Smith, Courtney Richars, Andrew Hart, Lisa Martin, John Hahn, James Yen, David McNatt.

Brad's co-workers

Marisa Carreira

Execuive Assistant to CEO

Natalie Wolfsen

Chief Executive Officer

Adrienne Belmont

Executive Assistant to the President and CEO

Michael Kim

Chief Executive Officer and President

Bonnie Ha

L&D Talent Development Program Coordinator

Shasta Hague

VP, Business Consultant

Rico Casares

VP - Business Consultant

Gibbins Davin

Deputy CIO and SVP, Investments

Gary Cox

Savos VP Investment Strategist

Jen Gloss

Vice President, Business Consultant

Colin Kremer

Retirement Sales Coordinator

Cruz Lagunas

Sales Coordinator

Joe Farasat

Head of Business Consulting and Practice Management, Vice President

Derek Zachmann

Vice President, Strategic Accounts

Social Media Coordinator

Zoe Brunson

Senior Vice President, Investment Strategies

Jennifer Foss

Vice President, Strategic Sales Initiatives

Eileen Kaur Alden

SVP Digital Product

Diana Luhmann, SPHR, SHRM-SCP

VP of Human Resources

Matthew Goff

VP, Head of Portfolio Management

Nikki Khraizat

VP, Human Resources

Frank Roe

Vice President, Sales and Consulting

Karen McCracken

Human Resources Coordinator

Gary Zyla

EVP, Chief Financial Officer

Adam Smith

Senior Manager, Cloud Systems

Courtney Richars

Sales Coordinator Team Lead

Andrew Hart

Vice President , Regional Consultant

Lisa Martin

Advisor Service Coordinator

John Hahn

Senior Vice President Finance

James Yen

VP, Controller

David McNatt

EVP, Investment Solutions

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