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Building 2FBL WEALTH MANAGEMENT, LLC

Map pinWEST DES MOINES, IA
Phone515-225-5400
NotebookSEC #801-113458
Total AUM
$9.2M
Employees
207
Clients
1

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5400 UNIVERSITY AVENUE
WEST DES MOINES
IA 50266
United States
Operating Hours
8:00AM - 4:30PM
Monday - Friday
Phone
515-225-5400
Other Offices
191

ReceiptFinancials

Total AUM
$9.2M
Accounts
1
Discretionary
$0
Accounts
0
Non-Discretionary
$9.2M
Accounts
1

ContactClients

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HNW Individual Clients
1
AUM
$9.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
THIRD-PARTY MANAGEMENT FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCODCDEFLGAHIIAIDILINKSKYLAMDMIMNMOMSMTNCNDNENMNVOHOKORPASCSDTXUTVAVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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