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Building 2BZ WEALTH ADVISORS, LLC

Map pinLITTLETON, CO
Phone2085084070
NotebookSEC #801-132953
Total AUM
$26M
Employees
7
Clients
34

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10288 WEST CHATFIELD AVENUE
SUITE 300
LITTLETON
CO 80127
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
2085084070
Other Offices
1

ReceiptFinancials

Total AUM
$26M
Accounts
108
Discretionary
$26M
Accounts
108
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
18
AUM
$1.9M
HNW Individual Clients
16
AUM
$24.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOID

HandshakeAffiliates

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

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