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Building 2WEALTH RESOURCES GROUP

Map pinWESTLAKE VILLAGE, CA
Phone818-889-6700
NotebookSEC #801-112876
Total AUM
$126.2M
Employees
3
Clients
227

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2945 TOWNSGATE ROAD
SUITE 200
WESTLAKE VILLAGE
CA 91361
United States
Operating Hours
8:00 A.M. - 4:00 P.M.
Monday - Friday
Phone
818-889-6700
Other Offices
1

ReceiptFinancials

Total AUM
$126.2M
Accounts
480
Discretionary
$101.4M
Accounts
420
Non-Discretionary
$24.8M
Accounts
60

ContactClients

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Individual Clients
179
AUM
$34.4M
HNW Individual Clients
42
AUM
$90M
Pension/Profit Sharing Plan Clients
5
AUM
$1.5M
Charitable Organization Clients
1
AUM
$260K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
GENERAL CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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