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Building 2KW WEALTH MANAGEMENT LLC

Map pin
Phone916-758-9218
NotebookSEC #801-131526
Total AUM
$121.9M
Employees
1
Clients
80

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:00AM - 6:00 PM
Monday - Friday
Phone
916-758-9218
Other Offices
1

ReceiptFinancials

Total AUM
$121.9M
Accounts
211
Discretionary
$121.9M
Accounts
211
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
50
AUM
$98.7M
HNW Individual Clients
30
AUM
$23.2M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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

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