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Building 2WEALTH ADVISORS NW

Map pinPORTLAND, OR
Phone971-249-9930
NotebookSEC #801-121116
Total AUM
$354.3M
Employees
8
Clients
304

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9400 SW BARNES RD.
SUITE 309
PORTLAND
OR 97225
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
971-249-9930
Other Offices
9

ReceiptFinancials

Total AUM
$354.3M
Accounts
1,154
Discretionary
$352.1M
Accounts
1,153
Non-Discretionary
$2.2M
Accounts
1

ContactClients

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Individual Clients
194
AUM
$82.6M
HNW Individual Clients
105
AUM
$265.4M
Pension/Profit Sharing Plan Clients
2
AUM
$2.7M
Corporation or Business Clients
3
AUM
$3.6M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
REAL ESTATE ANALYSIS SERVICES AND 1031 EXCHANGE CONSULTING SERVICES AND ESTATE PLANNING ASSISTANCE SERVICES
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOORTXWA

HandshakeAffiliates

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

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