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Building 2180 WEALTH ADVISORS, LLC

Map pinFEDERAL WAY, WA
Phone(253) 394-0720
NotebookSEC #801-110219
Total AUM
$1.4B
Employees
11
Clients
1,350

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
32125 32ND AVENUE SOUTH, SUITE 100
FEDERAL WAY
WA 98001
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
(253) 394-0720

ReceiptFinancials

Total AUM
$1.4B
Accounts
3,480
Discretionary
$1.3B
Accounts
3,401
Non-Discretionary
$27.7M
Accounts
79

ContactClients

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Individual Clients
780
AUM
$482.9M
HNW Individual Clients
540
AUM
$801.1M
Pension/Profit Sharing Plan Clients
30
AUM
$75M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOFLGAHIIDILLAMDNCNHNJNMNVNYORSCTNTXVAWA

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

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