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

Building 2WEALTHETIC LLC

Map pinSAN DIEGO, CA
Phone(858) 750-1618
NotebookSEC #801-132281
Total AUM
$13.2M
Employees
1
Clients
24

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5755 OBERLIN DR
#301
SAN DIEGO
CA 92121
United States
Operating Hours
8 AM - 5 PM
Monday - Friday
Phone
(858) 750-1618

ReceiptFinancials

Total AUM
$13.2M
Accounts
61
Discretionary
$13.2M
Accounts
61
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
10
AUM
$3.8M
HNW Individual Clients
14
AUM
$9.4M

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

View all affiliates →

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

Feature requires an account