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Building 2INVESTABLE WEALTH, LLC

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Phone801-317-8222
NotebookSEC #801-119754
Total AUM
$110M
Employees
2
Clients
146

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
10:00AM-3:00PM
Monday - Friday
Phone
801-317-8222

ReceiptFinancials

Total AUM
$110M
Accounts
435
Discretionary
$110M
Accounts
435
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
61
AUM
$17.6M
HNW Individual Clients
82
AUM
$91.4M
Corporation or Business Clients
3
AUM
$1M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALARAZCACOFLGAIAIDILINKYLAMAMDMIMNMOMSMTNCNENHNVNYOHOKORPARISCSDTNTXUTVAWA

HandshakeAffiliates

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

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