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Building 2RETIREMENT WEALTH SOLUTIONS LLC

Map pinMARSHFIELD, WI
Phone715-384-5481
NotebookSEC #801-129528
Total AUM
$227M
Employees
4
Clients
190

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
110 EAST 2ND STREET
MARSHFIELD
WI 54449
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
715-384-5481

ReceiptFinancials

Total AUM
$227M
Accounts
589
Discretionary
$227M
Accounts
589
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
113
AUM
$33.3M
HNW Individual Clients
75
AUM
$193M
Charitable Organization Clients
1
AUM
$30.8K
Corporation or Business Clients
1
AUM
$599.4K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NHTXWI

HandshakeAffiliates

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

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