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Building 2WEALTH MANAGEMENT CORPORATION

Map pinTALLAHASSEE, FL
Phone850-894-7526
NotebookSEC #801-118733
Total AUM
$241.5M
Employees
6
Clients
1,641

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2941 KERRY FOREST PARKWAY
TALLAHASSEE
FL 32309-6825
United States
Operating Hours
9:00A.M.-5:00 P.M.
Monday - Friday
Phone
850-894-7526

ReceiptFinancials

Total AUM
$241.5M
Accounts
1,641
Discretionary
$240.7M
Accounts
1,610
Non-Discretionary
$820.7K
Accounts
31

ContactClients

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Individual Clients
1,602
AUM
$169.8M
HNW Individual Clients
39
AUM
$71.7M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
ALFLGALANCNYPASCTNTXVA

HandshakeAffiliates

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

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