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Building 2WEALTH MANAGEMENT PARTNERS, LLC

Map pinTUCSON, AZ
Phone520-297-7999
NotebookSEC #801-119566
Total AUM
$793.5M
Employees
8
Clients
799

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1980 E RIVER ROAD
SUITE 120
TUCSON
AZ 85718
United States
Operating Hours
6:30 AM - 4 PM
Monday - Friday
Phone
520-297-7999

ReceiptFinancials

Total AUM
$793.5M
Accounts
2,270
Discretionary
$764.1M
Accounts
2,258
Non-Discretionary
$29.4M
Accounts
12

ContactClients

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Individual Clients
594
AUM
$158.2M
HNW Individual Clients
193
AUM
$605.9M
Pension/Profit Sharing Plan Clients
12
AUM
$29.4M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLNENJNVNYORPATXUTVAWA

HandshakeAffiliates

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

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