1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2DWR WEALTH MANAGEMENT, LLC

Map pinSAN JOSE, CA
Phone(408) 260-9600
NotebookSEC #801-122140
Total AUM
$221.2M
Employees
4
Clients
191

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1884 THE ALAMEDA
SAN JOSE
CA 95126
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
(408) 260-9600

ReceiptFinancials

Total AUM
$221.2M
Accounts
647
Discretionary
$219.4M
Accounts
632
Non-Discretionary
$1.7M
Accounts
15

ContactClients

View more in analytics →

Individual Clients
89
AUM
$23.4M
HNW Individual Clients
82
AUM
$176.2M
Pension/Profit Sharing Plan Clients
18
AUM
$19M
Charitable Organization Clients
1
AUM
$2.3M
Corporation or Business Clients
1
AUM
$270.3K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCATX

HandshakeAffiliates

View all affiliates →

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

Feature requires an account