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Building 2CPK WEALTH MANAGEMENT LLC

Map pinFORT MYERS, FL
Phone(641) 328-3050
NotebookSEC #801-113299
Total AUM
$34.1M
Employees
1
Clients
58

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

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HotelBusiness

Principal Address
12381 SOUTH CLEVELAND AVENUE
SUITE 102
FORT MYERS
FL 33907
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
(641) 328-3050

ReceiptFinancials

Total AUM
$34.1M
Accounts
146
Discretionary
$34.1M
Accounts
146
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
49
AUM
$22.6M
HNW Individual Clients
7
AUM
$10.3M
Pension/Profit Sharing Plan Clients
1
AUM
$930.8K
Corporation or Business Clients
1
AUM
$242.3K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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

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