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Building 2WEALTH ADVISORS GROUP, LLC

Map pinCORALVILLE, IA
Phone319-626-3589
NotebookSEC #801-112281
Total AUM
$278.5M
Employees
2
Clients
272

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2771 OAKDALE BOULEVARD,
SUITE 4
CORALVILLE
IA 52241
United States
Operating Hours
8:00 AM - 4:30 PM
Monday - Friday
Phone
319-626-3589

ReceiptFinancials

Total AUM
$278.5M
Accounts
1,201
Discretionary
$278.5M
Accounts
1,201
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
182
AUM
$65.5M
HNW Individual Clients
90
AUM
$213M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
COIALANETX

HandshakeAffiliates

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

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