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Building 2WEALTH MANAGEMENT CONSULTANTS COLORADO, LLC

Map pinTHE WOODLANDS, TX
Phone720-938-6436
NotebookSEC #801-107347
Total AUM
$302.5M
Employees
2
Clients
42

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
21 WATERWAY AVENUE
SUITE 300
THE WOODLANDS
TX 77380
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
720-938-6436

ReceiptFinancials

Total AUM
$302.5M
Accounts
167
Discretionary
$266.2M
Accounts
149
Non-Discretionary
$36.3M
Accounts
18

ContactClients

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Individual Clients
6
AUM
$1.9M
HNW Individual Clients
36
AUM
$300.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOMOTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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