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Building 2REH WEALTH ADVISORS LLC

Map pinRALEIGH, NC
Phone909-518-2134
NotebookSEC #801-131406
Total AUM
$110.5M
Employees
1
Clients
70

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8384 SIX FORKS
SUITE 102
RALEIGH
NC 27615
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
909-518-2134

ReceiptFinancials

Total AUM
$110.5M
Accounts
200
Discretionary
$106.1M
Accounts
179
Non-Discretionary
$4.4M
Accounts
21

ContactClients

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Individual Clients
30
AUM
$10.9M
HNW Individual Clients
39
AUM
$96.6M
Pension/Profit Sharing Plan Clients
1
AUM
$3M

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CANCTX

HandshakeAffiliates

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

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