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Building 2WEALTHPLANS, LLC

Map pinFREDERICK, MD
Phone301-695-2800
NotebookSEC #801-119949
Total AUM
$219.6M
Employees
1
Clients
178

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5970 FREDERICK CROSSING LANE
SUITE 201
FREDERICK
MD 21704
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
301-695-2800

ReceiptFinancials

Total AUM
$219.6M
Accounts
179
Discretionary
$219.6M
Accounts
179
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
101
AUM
$33.1M
HNW Individual Clients
70
AUM
$177M
Pension/Profit Sharing Plan Clients
1
AUM
$3.3M
Charitable Organization Clients
1
AUM
$1.2M
Corporation or Business Clients
5
AUM
$4.9M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMDTXVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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