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Building 2THE WEALTH COLLECTIVE, LLC

Map pinLOS ANGELES, CA
Phone310-927-6025
NotebookSEC #801-119434
Total AUM
$19.4M
Employees
1
Clients
35

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
360 E 2ND STREET
8TH FLOOR
LOS ANGELES
CA 90012
United States
Operating Hours
BY APPOINTMENT
BY APPOINTMENT
Phone
310-927-6025

ReceiptFinancials

Total AUM
$19.4M
Accounts
106
Discretionary
$18.8M
Accounts
104
Non-Discretionary
$597.3K
Accounts
2

ContactClients

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Individual Clients
18
AUM
$3.4M
HNW Individual Clients
8
AUM
$13.3M
Pension/Profit Sharing Plan Clients
9
AUM
$2.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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