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Building 2MALONE WEALTH VENTURES LLC

Map pin
Phone530-519-7540
NotebookSEC #801-120414
Total AUM
$16.5M
Employees
1
Clients
30

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8 AM - 5 PM
Monday - Friday
Phone
530-519-7540

ReceiptFinancials

Total AUM
$16.5M
Accounts
60
Discretionary
$14.5M
Accounts
55
Non-Discretionary
$2M
Accounts
5

ContactClients

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Individual Clients
26
AUM
$9.7M
HNW Individual Clients
4
AUM
$6.8M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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

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