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Building 2WEALTH MANAGEMENT SOLUTIONS, LLC

Map pinNEWPORT BEACH, CA
Phone949-475-9700
NotebookSEC #801-123519
Total AUM
$37.2M
Employees
1
Clients
29

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4000 MACARTHUR BLVD
SUITE 600 EAST TOWER
NEWPORT BEACH
CA 92660
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
949-475-9700

ReceiptFinancials

Total AUM
$37.2M
Accounts
72
Discretionary
$34M
Accounts
64
Non-Discretionary
$3.2M
Accounts
8

ContactClients

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Individual Clients
16
AUM
$5.6M
HNW Individual Clients
10
AUM
$31.3M
Charitable Organization Clients
1
AUM
$0
Corporation or Business Clients
2
AUM
$306.8K

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
CA

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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