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Building 2DKM WEALTH MANAGEMENT, INC.

Map pin
Phone209-800-5855
NotebookSEC #801-122549
Total AUM
$54.9M
Employees
2
Clients
43

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
209-800-5855

ReceiptFinancials

Total AUM
$54.9M
Accounts
116
Discretionary
$54.9M
Accounts
116
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
15
AUM
$4.4M
HNW Individual Clients
24
AUM
$42M
Pension/Profit Sharing Plan Clients
3
AUM
$8.4M
Corporation or Business Clients
1
AUM
$183.2K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CANETX

HandshakeAffiliates

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

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