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Building 2PLUS GROUP WEALTH ADVISORS, LLC

Map pinBELGIUM, WI
Phone262-285-7654
NotebookSEC #801-132046
Total AUM
$158.9M
Employees
4
Clients
516

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
680 MAIN STREET
BELGIUM
WI 53004
United States
Operating Hours
9:00 AM - 5:00 PM (CLOSE AT 4 PM ON FRIDAYS)
Monday - Friday
Phone
262-285-7654

ReceiptFinancials

Total AUM
$158.9M
Accounts
1,050
Discretionary
$158.9M
Accounts
1,050
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
486
AUM
$109.4M
HNW Individual Clients
28
AUM
$44.9M
Charitable Organization Clients
1
AUM
$2.7M
Corporation or Business Clients
1
AUM
$1.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
PENSION CONSULTING FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
TXWI

HandshakeAffiliates

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

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