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Building 2WEALTHUNITE ADVISORS, LLC

Map pinMANHASSET, NY
Phone(516) 805-2024
NotebookSEC #801-114437
Total AUM
$63.1M
Employees
1
Clients
48

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1129 NORTHERN BLVD
SUITE 404
MANHASSET
NY 11030
United States
Operating Hours
8:00AM - 5:00 PM
Monday - Friday
Phone
(516) 805-2024
Other Offices
1

ReceiptFinancials

Total AUM
$63.1M
Accounts
48
Discretionary
$0
Accounts
0
Non-Discretionary
$63.1M
Accounts
48

ContactClients

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Individual Clients
12
AUM
$12.8M
HNW Individual Clients
36
AUM
$50.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNYTX

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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