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Building 2WEALTH ENGINEERING, LLC

Map pinSCOTTSDALE, AZ
Phone480-296-2042
NotebookSEC #801-118948
Total AUM
$171M
Employees
1
Clients
56

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7373 E. DOUBLETREE RANCH RD.
SUITE 200
SCOTTSDALE
AZ 85258
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
480-296-2042
Other Offices
1

ReceiptFinancials

Total AUM
$171M
Accounts
219
Discretionary
$171M
Accounts
219
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
20
AUM
$12.4M
HNW Individual Clients
36
AUM
$158.5M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCATX

HandshakeAffiliates

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

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