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Building 2ICAPITAL WEALTH LLC

Map pinCLAYTON, CA
Phone(925) 276-0427
NotebookSEC #801-119696
Total AUM
$296.9M
Employees
3
Clients
45

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1026 OAK STREET
SUITE 201
CLAYTON
CA 94517
United States
Operating Hours
BY APPOINTMENT
BY APPOINTMENT
Phone
(925) 276-0427
Other Offices
3

ReceiptFinancials

Total AUM
$296.9M
Accounts
162
Discretionary
$186.7M
Accounts
89
Non-Discretionary
$110.2M
Accounts
73

ContactClients

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Individual Clients
1
AUM
$46.1K
HNW Individual Clients
43
AUM
$284.2M
Corporation or Business Clients
1
AUM
$12.7M

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CAGAOKTX

HandshakeAffiliates

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

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