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Building 2WEALTHCARE ASSET MANAGEMENT, LLC

Map pinSPRINGFIELD, MO
Phone417-865-0936
NotebookSEC #801-129104
Total AUM
$210.8M
Employees
6
Clients
603

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2847 S. INGRAM MILL ROAD
SUITE B102
SPRINGFIELD
MO 65804
United States
Operating Hours
BY APPOINTMENT ONLY
M-F
Phone
417-865-0936

ReceiptFinancials

Total AUM
$210.8M
Accounts
1,103
Discretionary
$210.8M
Accounts
1,103
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
544
AUM
$108.4M
HNW Individual Clients
42
AUM
$92.4M
Pension/Profit Sharing Plan Clients
11
AUM
$8.3M
Charitable Organization Clients
4
AUM
$163.4K
Corporation or Business Clients
2
AUM
$1.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementOther Services
Other Services
SUB-ADVISORY SERVICES
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ARCAILKSMOTX

HandshakeAffiliates

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

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