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Building 2WEALTHONE, LLC

Map pinALBANY, NY
Phone(518) 867-4000
NotebookSEC #801-108219
Total AUM
$382.2M
Employees
12
Clients
818

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6 TOWER PLACE
ALBANY
NY 12203
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
(518) 867-4000
Other Offices
1

ReceiptFinancials

Total AUM
$382.2M
Accounts
1,265
Discretionary
$365.6M
Accounts
1,259
Non-Discretionary
$16.5M
Accounts
6

ContactClients

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Individual Clients
555
AUM
$121.3M
HNW Individual Clients
244
AUM
$231.5M
Pension/Profit Sharing Plan Clients
11
AUM
$18.6M
Charitable Organization Clients
1
AUM
$2.1M
Corporation or Business Clients
7
AUM
$8.6M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLMANCNJNYTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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