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Building 2CODE WAECHTER LLC

Map pinTAMPA, FL
Phone813-287-8775
NotebookSEC #801-119308
Total AUM
$409M
Employees
9
Clients
324

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4890 W. KENNEDY BLVD.
SUITE 680
TAMPA
FL 33609
United States
Operating Hours
8 AM - 5 PM
Monday - Friday
Phone
813-287-8775

ReceiptFinancials

Total AUM
$409M
Accounts
1,168
Discretionary
$409M
Accounts
1,168
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
189
AUM
$56.8M
HNW Individual Clients
133
AUM
$349.6M
Charitable Organization Clients
1
AUM
$2.5M
Corporation or Business Clients
1
AUM
$220.3K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGANHTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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