1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2WEALTHKARE.COM, INC.

Map pinMOUNT UNION, PA
Phone814-542-5433
NotebookSEC #801-131322
Total AUM
$125.7M
Employees
7
Clients
738

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11898 ARROWHEAD WAY
MOUNT UNION
PA 17066
United States
Operating Hours
8:30 A.M. - 4:30 P.M.
Monday - Friday
Phone
814-542-5433
Other Offices
4

ReceiptFinancials

Total AUM
$125.7M
Accounts
738
Discretionary
$98.1M
Accounts
462
Non-Discretionary
$27.7M
Accounts
276

ContactClients

View more in analytics →

Individual Clients
499
AUM
$44M
HNW Individual Clients
234
AUM
$81.7M
Corporation or Business Clients
5
AUM
$69.7K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUMCharges Subscription Fee
Other Compensation
REFERRAL FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMDPAWA

HandshakeAffiliates

View all affiliates →

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

Feature requires an account