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Building 2WEALTH MANAGEMENT CPAS, LLC

Map pinSALT LAKE CITY, UT
Phone801-272-4357
NotebookSEC #801-123458
Total AUM
$329.2M
Employees
10
Clients
396

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7084 SOUTH 2300 EAST
SALT LAKE CITY
UT 84121
United States
Operating Hours
9-5
Monday - Friday
Phone
801-272-4357
Other Offices
1

ReceiptFinancials

Total AUM
$329.2M
Accounts
1,002
Discretionary
$329.2M
Accounts
1,002
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
336
AUM
$156.6M
HNW Individual Clients
59
AUM
$172.5M
Charitable Organization Clients
1
AUM
$102.2K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
IDLATXUT

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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