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Building 2NOLET WEALTH MANAGEMENT, LLC

Map pinFORT WORTH, TX
Phone817-350-4342
NotebookSEC #801-129319
Total AUM
$272.6M
Employees
4
Clients
3

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
306 W 7TH STREET
STE 640
FORT WORTH
TX 76109
United States
Operating Hours
8A-5P
Monday - Friday
Phone
817-350-4342

ReceiptFinancials

Total AUM
$272.6M
Accounts
40
Discretionary
$272.6M
Accounts
40
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
3
AUM
$272.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

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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