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

Building 2WEALTHCOLLAB

Map pinBELLEVUE, WA
Phone206-456-6171
NotebookSEC #801-122488
Total AUM
$316.2M
Employees
1
Clients
68

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1400 112TH AVE SE
SUITE 100
BELLEVUE
WA 98004
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
206-456-6171
Other Offices
1

ReceiptFinancials

Total AUM
$316.2M
Accounts
414
Discretionary
$316.2M
Accounts
414
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
20
AUM
$10.3M
HNW Individual Clients
48
AUM
$305.9M

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CATXWA

HandshakeAffiliates

View all affiliates →

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

Feature requires an account