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Building 2SHONE WEALTH MANAGEMENT

Map pinWALNUT CREEK, CA
Phone925-472-0874
NotebookSEC #801-101521
Total AUM
$356.4M
Employees
5
Clients
349

Firm filings submitted to the SEC

ADV Part 1ADV Part 2ADV Part 3ADV-W
ADV Part 2 is a narrative brochure and supplemental material detailing firm operations, services, and fees.

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