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Building 2WPM WEALTH ADVISORS LLC

Map pinSARATOGA SPRINGS, NY
Phone518-369-5232
NotebookSEC #801-122458
Total AUM
$72.4M
Employees
3
Clients
353

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
63 PUTNAM STREET
SUITE 202
SARATOGA SPRINGS
NY 12866
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
518-369-5232

ReceiptFinancials

Total AUM
$72.4M
Accounts
353
Discretionary
$72.4M
Accounts
353
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
345
AUM
$52.5M
HNW Individual Clients
8
AUM
$19.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Denial/Suspension/RevocationOther Regulator Violation Finding
State Registrations
CAFLMANHNYTX

HandshakeAffiliates

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

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