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Building 2THE WEALTHPLAN LLC

Map pinMIAMI, FL
Phone516-400-7111
NotebookSEC #801-117919
Total AUM
$63.7M
Employees
1
Clients
107

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2875 NE 191ST
SUITE 500
MIAMI
FL 33180
United States
Operating Hours
10 AM - 6 PM
Monday - Friday
Phone
516-400-7111

ReceiptFinancials

Total AUM
$63.7M
Accounts
303
Discretionary
$63.7M
Accounts
303
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
81
AUM
$20.2M
HNW Individual Clients
26
AUM
$43.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
PORTFOLIO GUIDANCE
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNJNYTX

HandshakeAffiliates

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

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