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Building 2MEDICUS WEALTH PLANNING, INC.

Map pinDRAPER, UT
Phone801-994-4777
NotebookSEC #801-130385
Total AUM
$160.8M
Employees
5
Clients
196

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11681 S 700 E
SUITE 200
DRAPER
UT 84020
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
801-994-4777
Other Offices
2

ReceiptFinancials

Total AUM
$160.8M
Accounts
558
Discretionary
$159.3M
Accounts
556
Non-Discretionary
$1.5M
Accounts
2

ContactClients

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Individual Clients
154
AUM
$45.3M
HNW Individual Clients
40
AUM
$114M
Pension/Profit Sharing Plan Clients
2
AUM
$1.5M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZNVTXUT

HandshakeAffiliates

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

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