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Building 2WEALTHBRIDGE CAPITAL MANAGEMENT, LLC

Map pinWESTERVILLE, OH
Phone(614) 591-4515
NotebookSEC #801-113924
Total AUM
$709.7M
Employees
7
Clients
457

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
550 POLARIS PARKWAY
SUITE 560
WESTERVILLE
OH 43082
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
(614) 591-4515
Other Offices
1

ReceiptFinancials

Total AUM
$709.7M
Accounts
1,890
Discretionary
$709.7M
Accounts
1,890
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
309
AUM
$218.8M
HNW Individual Clients
148
AUM
$491M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLGAILLAMINYOHPATX

HandshakeAffiliates

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

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