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Building 2MWM WEALTH ADVISORY, LLC

Map pinPLYMOUTH, MN
Phone763-478-9934
NotebookSEC #801-132301
Total AUM
$140.3M
Employees
1
Clients
202

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
18200 45TH AVE NORTH
SUITE 100A
PLYMOUTH
MN 55446
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
763-478-9934

ReceiptFinancials

Total AUM
$140.3M
Accounts
364
Discretionary
$0
Accounts
0
Non-Discretionary
$140.3M
Accounts
364

ContactClients

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Individual Clients
162
AUM
$43.6M
HNW Individual Clients
40
AUM
$96.7M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MNTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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