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

Building 2CONSTITUTION WEALTH LLC

Map pin
Phone866-463-1776
NotebookSEC #801-122652
Total AUM
$53.5M
Employees
7
Clients
127

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT
BY APPOINTMENT OR VIRTUAL MEETINGS
Phone
866-463-1776
Other Offices
4

ReceiptFinancials

Total AUM
$53.5M
Accounts
277
Discretionary
$53.5M
Accounts
277
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
117
AUM
$23.5M
HNW Individual Clients
9
AUM
$28.8M
Corporation or Business Clients
1
AUM
$1.2M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
SUBADVISER SERVICES
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
NET WORTH PRICING / SUBADVISER FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOGAINKSNENHOHTX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account