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Building 2WEALTH PRO ADVISORS, INC.

Map pinSARASOTA, FL
Phone941-907-2203
NotebookSEC #801-117862
Total AUM
$317.5M
Employees
6
Clients
212

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2381 FRUITVILLE ROAD
SARASOTA
FL 34237
United States
Operating Hours
8:30 AM - 4:30 PM
Monday - Friday
Phone
941-907-2203

ReceiptFinancials

Total AUM
$317.5M
Accounts
407
Discretionary
$262.5M
Accounts
325
Non-Discretionary
$54.9M
Accounts
82

ContactClients

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Individual Clients
80
AUM
$111.8M
HNW Individual Clients
132
AUM
$205.7M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNCNH

HandshakeAffiliates

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

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