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Building 2MOR WEALTH MANAGEMENT, LLC

Map pinPHILADELPHIA, PA
Phone267-930-8300
NotebookSEC #801-133014
Total AUM
$395.6M
Employees
8
Clients
153

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
100 E PENN SQUARE
SUITE 400
PHILADELPHIA
PA 19107
United States
Operating Hours
9AM - 4PM
Monday - Friday
Phone
267-930-8300

ReceiptFinancials

Total AUM
$395.6M
Accounts
813
Discretionary
$395.6M
Accounts
813
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
57
AUM
$30M
HNW Individual Clients
86
AUM
$359.7M
Charitable Organization Clients
1
AUM
$2M
Corporation or Business Clients
9
AUM
$3.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
FAMILY OFFICE SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLMANHNJNYPATX

HandshakeAffiliates

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

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