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Building 2WEALTH BENEFIT ADVISORS, LLC

Map pinHOUSTON, TX
Phone713-980-9100
NotebookSEC #801-123705
Total AUM
$380.9M
Employees
5
Clients
188

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1225 NORTH LOOP WEST
SUITE 815
HOUSTON
TX 77008
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
713-980-9100

ReceiptFinancials

Total AUM
$380.9M
Accounts
487
Discretionary
$334.5M
Accounts
374
Non-Discretionary
$46.4M
Accounts
113

ContactClients

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Individual Clients
88
AUM
$30.7M
HNW Individual Clients
62
AUM
$246.3M
Charitable Organization Clients
1
AUM
$676.3K
Corporation or Business Clients
18
AUM
$81.3M
Other Clients
19
AUM
$21.9M
Description of Other Clients
TRUSTS

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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

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