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Building 2EQ WEALTH MANAGEMENT

Map pin
Phone425-434-1000
NotebookSEC #801-112224
Total AUM
$941.7M
Employees
15
Clients
544

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8 A.M. - 5 P.M.
Monday - Friday
Phone
425-434-1000
Other Offices
11

ReceiptFinancials

Total AUM
$941.7M
Accounts
2,476
Discretionary
$716.7M
Accounts
1,615
Non-Discretionary
$225M
Accounts
861

ContactClients

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Individual Clients
156
AUM
$42.3M
HNW Individual Clients
369
AUM
$897.5M
Charitable Organization Clients
19
AUM
$1.9M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLIDMAMONYORTXWA

HandshakeAffiliates

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

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