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Building 2MODEL WEALTH

Map pin
Phone(630) 381-1170
NotebookSEC #801-117301
Total AUM
$318.2M
Employees
5
Clients
159

Firm filings submitted to the SEC

ADV Part 1ADV Part 2ADV Part 3ADV-W
ADV Part 2 is a narrative brochure and supplemental material detailing firm operations, services, and fees.

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