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Building 2M WEALTH MANAGEMENT, LLC

Map pinSAN DIEGO, CA
Phone855-635-2763
NotebookSEC #801-112774
Total AUM
$177.6M
Employees
3
Clients
358

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
13520 EVENING CREEK DR. NORTH
SUITE 130
SAN DIEGO
CA 92128
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Phone
855-635-2763

ReceiptFinancials

Total AUM
$177.6M
Accounts
831
Discretionary
$177.6M
Accounts
831
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
317
AUM
$86.1M
HNW Individual Clients
41
AUM
$91.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCATX

HandshakeAffiliates

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

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