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Building 2TUMWATER WEALTH MANAGEMENT, LLC

Map pinBOISE, ID
Phone(208) 314-2114
NotebookSEC #801-118103
Total AUM
$406.6M
Employees
4
Clients
310

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
110 W MAIN ST
BOISE
ID 83702
United States
Operating Hours
7:00AM - 4:00PM
Monday - Friday
Phone
(208) 314-2114

ReceiptFinancials

Total AUM
$406.6M
Accounts
877
Discretionary
$349.2M
Accounts
861
Non-Discretionary
$57.4M
Accounts
16

ContactClients

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Individual Clients
171
AUM
$48M
HNW Individual Clients
113
AUM
$271.8M
Pension/Profit Sharing Plan Clients
21
AUM
$80.9M
Insurance Company Clients
1
AUM
$578
Corporation or Business Clients
4
AUM
$5.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAIDORTXWA

HandshakeAffiliates

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

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