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Building 2YELLOWWOOD WEALTH SOLUTIONS, LLC

Map pinCHARLOTTE, NC
Phone971-371-3450
NotebookSEC #801-114252
Total AUM
$71.1M
Employees
3
Clients
155

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
525 NORTH TRYON STREET, SUITE 1611A
CHARLOTTE
NC 28202
United States
Operating Hours
9-5
Monday - Friday
Phone
971-371-3450

ReceiptFinancials

Total AUM
$71.1M
Accounts
147
Discretionary
$71.1M
Accounts
147
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
130
AUM
$44.7M
HNW Individual Clients
17
AUM
$26.3M
Banking Clients
1
AUM
$0
Pension/Profit Sharing Plan Clients
1
AUM
$0
Charitable Organization Clients
1
AUM
$0
Government Entity Clients
1
AUM
$0
Investment Advisor Clients
1
AUM
$0
Insurance Company Clients
1
AUM
$0
Sovereign Wealth Fund Clients
1
AUM
$0
Corporation or Business Clients
1
AUM
$0

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges CommissionCharges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNCNYOHSCTXVA

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

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