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Building 2YHB WEALTH ADVISORS, LLC

Map pinWINCHESTER, VA
Phone540-545-8702
NotebookSEC #801-120661
Total AUM
$109.7M
Employees
2
Clients
259

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
50 SOUTH CAMERON STREET
WINCHESTER
VA 22601
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
540-545-8702
Other Offices
2

ReceiptFinancials

Total AUM
$109.7M
Accounts
259
Discretionary
$109.7M
Accounts
259
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
230
AUM
$52.9M
HNW Individual Clients
29
AUM
$56.8M

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
VAWV

HandshakeAffiliates

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

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