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Building 2DST WEALTH MANAGEMENT LLC

Map pinINDIAN WELLS, CA
Phone760-340-1448
NotebookSEC #801-118242
Total AUM
$532.1M
Employees
10
Clients
197

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
45110 CLUB DRIVE
SUITE B
INDIAN WELLS
CA 92210
United States
Operating Hours
9 AM - 5 PM
Monday - Friday
Phone
760-340-1448

ReceiptFinancials

Total AUM
$532.1M
Accounts
703
Discretionary
$0
Accounts
0
Non-Discretionary
$532.1M
Accounts
703

ContactClients

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Individual Clients
148
AUM
$129.4M
HNW Individual Clients
49
AUM
$402.7M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLMEMNNVNYORTX

HandshakeAffiliates

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

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