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Building 2THE WEALTH GROUP, LTD

Map pinRALEIGH, NC
Phone919-865-1924
NotebookSEC #801-128145
Total AUM
$160.2M
Employees
8
Clients
150

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
100 E. SIX FORKS ROAD
SUITE 200
RALEIGH
NC 27609
United States
Operating Hours
9-5
BY APPOINTMENT
Phone
919-865-1924
Other Offices
3

ReceiptFinancials

Total AUM
$160.2M
Accounts
293
Discretionary
$156.3M
Accounts
292
Non-Discretionary
$3.9M
Accounts
1

ContactClients

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Individual Clients
107
AUM
$23.5M
HNW Individual Clients
41
AUM
$131.5M
Pension/Profit Sharing Plan Clients
1
AUM
$3.9M
Corporation or Business Clients
1
AUM
$1.3M

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
FLNCVA

HandshakeAffiliates

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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