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Building 2NEWE WEALTH MANAGEMENT LLC

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Phone(408) 966-2807
NotebookSEC #801-110488
Total AUM
$13.1K
Employees
1
Clients
3

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
NOT APPLICABLE - OFFICE VISITS BY APPOINTMENT ONLY
NOT APPLICABLE - OFFICE VISITS BY APPOINTMENT ONLY
Phone
(408) 966-2807

ReceiptFinancials

Total AUM
$13.1K
Accounts
3
Discretionary
$13.1K
Accounts
3
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
2
AUM
$4.1K
Investment Advisor Clients
1
AUM
$9.1K

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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

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