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Building 2WEALTH ENHANCEMENT & PRESERVATION

Map pinALPHARETTA, GA
Phone678-739-0175
NotebookSEC #801-115264
Total AUM
$185M
Employees
15
Clients
562

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5755 NORTH POINT PKWY
SUITE 232
ALPHARETTA
GA 30022
United States
Operating Hours
8-5
Monday - Friday
Phone
678-739-0175
Other Offices
2

ReceiptFinancials

Total AUM
$185M
Accounts
1,368
Discretionary
$185M
Accounts
1,368
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
262
AUM
$45M
HNW Individual Clients
300
AUM
$140M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
ALFLGALAMSNCNJPASCTNTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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