1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2NRG WEALTH MANAGEMENT

Map pinORO VALLEY, AZ
Phone(520) 818-7822
NotebookSEC #801-116690
Total AUM
$242M
Employees
5
Clients
155

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
12115 NORTH ORACLE ROAD
SUITE 151
ORO VALLEY
AZ 85737
United States
Operating Hours
9:00 AM-5:00 PM
Monday - Friday
Phone
(520) 818-7822

ReceiptFinancials

Total AUM
$242M
Accounts
418
Discretionary
$241.4M
Accounts
415
Non-Discretionary
$576.5K
Accounts
3

ContactClients

View more in analytics →

Individual Clients
83
AUM
$36M
HNW Individual Clients
72
AUM
$206M

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACONETXWA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account