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Building 2DMLO WEALTH PLANNING, LLC

Map pinLOUISVILLE, KY
Phone(502) 813-2100
NotebookSEC #801-128291
Total AUM
$30.4M
Employees
9
Clients
45

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2020 HIGH WICKHAM PLACE
SUITE 200
LOUISVILLE
KY 40245
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
(502) 813-2100
Other Offices
2

ReceiptFinancials

Total AUM
$30.4M
Accounts
45
Discretionary
$30.4M
Accounts
45
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
33
AUM
$8.8M
HNW Individual Clients
10
AUM
$21.5M
Corporation or Business Clients
2
AUM
$60.9K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
INKY

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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