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Building 2RIGHTWEALTH ADVISORS, LLC

Map pinMIAMISBURG, OH
Phone937-859-9800
NotebookSEC #801-114853
Total AUM
$229.3M
Employees
4
Clients
249

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10050 INNOVATION DRIVE, SUITE 130
MIAMISBURG
OH 45342
United States
Operating Hours
8:30-5
Monday - Friday
Phone
937-859-9800

ReceiptFinancials

Total AUM
$229.3M
Accounts
950
Discretionary
$229.3M
Accounts
950
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
176
AUM
$32.8M
HNW Individual Clients
58
AUM
$165.9M
Pension/Profit Sharing Plan Clients
3
AUM
$11.6M
Corporation or Business Clients
12
AUM
$19.1M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLLANCNHOHPA

HandshakeAffiliates

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

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