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Building 2WT WEALTH MANAGEMENT, LLC

Map pinSCOTTSDALE, AZ
Phone800-825-0616
NotebookSEC #801-112701
Total AUM
$419.1M
Employees
16
Clients
1,141

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
20865 NORTH 90TH PLACE
SUITE 105
SCOTTSDALE
AZ 85255
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
800-825-0616
Other Offices
3

ReceiptFinancials

Total AUM
$419.1M
Accounts
2,734
Discretionary
$405.9M
Accounts
2,682
Non-Discretionary
$13.1M
Accounts
52

ContactClients

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Individual Clients
1,028
AUM
$182.7M
HNW Individual Clients
105
AUM
$230.4M
Charitable Organization Clients
2
AUM
$5.1M
Government Entity Clients
2
AUM
$261.7K
Corporation or Business Clients
4
AUM
$533.8K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
THIRD PARTY ADVISER FEE

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLGAIDNCNENHNVNYORTXUTWA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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