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Building 2WMS ADVISORS, LLC

Map pinCHARLOTTE, NC
Phone301-294-7804
NotebookSEC #801-109946
Total AUM
$280.9M
Employees
7
Clients
133

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6135 PARK SOUTH DRIVE
SUITE 510
CHARLOTTE
NC 28210
United States
Operating Hours
9-5
Monday - Friday
Phone
301-294-7804
Other Offices
3

ReceiptFinancials

Total AUM
$280.9M
Accounts
411
Discretionary
$249.2M
Accounts
374
Non-Discretionary
$31.7M
Accounts
37

ContactClients

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Individual Clients
76
AUM
$27.9M
HNW Individual Clients
55
AUM
$248.9M
Pension/Profit Sharing Plan Clients
1
AUM
$687.7K
Charitable Organization Clients
1
AUM
$3.4M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
DCFLMDNCSCTXVA

HandshakeAffiliates

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

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