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Building 2WMS WEALTH PLANNERS

Map pinPITTSBURGH, PA
Phone412-781-7100
NotebookSEC #801-117711
Total AUM
$314.7M
Employees
6
Clients
296

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
17 BRILLIANT AVENUE
SUITE 302
PITTSBURGH
PA 15215
United States
Operating Hours
8:30-5:00
CLOSED FRIDAY AFTERNOONS
Phone
412-781-7100
Other Offices
1

ReceiptFinancials

Total AUM
$314.7M
Accounts
732
Discretionary
$313.9M
Accounts
729
Non-Discretionary
$736.6K
Accounts
3

ContactClients

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Individual Clients
212
AUM
$60.9M
HNW Individual Clients
80
AUM
$234.2M
Pension/Profit Sharing Plan Clients
1
AUM
$4.7M
Charitable Organization Clients
1
AUM
$7.7M
Government Entity Clients
1
AUM
$7M
Corporation or Business Clients
1
AUM
$131.1K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGALANYOHPATXWV

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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