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Building 2WEALTH ADVISORS, INC.

Map pinHENDERSON, NV
Phone702-994-7039
NotebookSEC #801-113020
Total AUM
$224.2M
Employees
4
Clients
185

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
170 S. GREEN VALLEY PARKWAY
SUITE 300
HENDERSON
NV 89012
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
702-994-7039
Other Offices
1

ReceiptFinancials

Total AUM
$224.2M
Accounts
422
Discretionary
$212.1M
Accounts
328
Non-Discretionary
$12.1M
Accounts
94

ContactClients

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Individual Clients
104
AUM
$19.6M
HNW Individual Clients
48
AUM
$156.2M
Pension/Profit Sharing Plan Clients
21
AUM
$28.4M
Charitable Organization Clients
5
AUM
$11.6M
Insurance Company Clients
7
AUM
$8.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Court Violation Finding
State Registrations
CANVTX

HandshakeAffiliates

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

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