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Building 2WEALTHSIMPLE US, LTD.

Map pinTORONTO
Phone855-510-8948
NotebookSEC #801-108377
Total AUM
$196.2M
Employees
22
Clients
17,056

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
860 RICHMOND STREET WEST
UNIT 300
TORONTO
M6J 1C9
Canada
Operating Hours
9 AM - 5 PM
Monday - Friday
Phone
855-510-8948
Other Offices
1

ReceiptFinancials

Total AUM
$196.2M
Accounts
22,371
Discretionary
$196.2M
Accounts
22,371
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
16,870
AUM
$178.6M
HNW Individual Clients
184
AUM
$17.5M
Pension/Profit Sharing Plan Clients
1
AUM
$358
Corporation or Business Clients
1
AUM
$96.7K

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPublications
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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