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Building 2KULT WEALTH MANAGEMENT GROUP, LLC

Map pinBROOKFIELD, WI
Phone(262) 787-0704
NotebookSEC #801-123427
Total AUM
$135.1M
Employees
2
Clients
69

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
17100 W NORTH AVE SUITE 202
BROOKFIELD
WI 53005
United States
Operating Hours
8:00-5:00 CST
Monday - Friday
Phone
(262) 787-0704

ReceiptFinancials

Total AUM
$135.1M
Accounts
69
Discretionary
$132.7M
Accounts
68
Non-Discretionary
$2.3M
Accounts
1

ContactClients

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Individual Clients
29
AUM
$13.6M
HNW Individual Clients
40
AUM
$121.5M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementOther Services
Other Services
INCOME TAX RETURN PREPARATION
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
TAX RETURN PREP FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
WI

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

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