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Building 2UWC WEALTH MANAGEMENT

Map pin
Phone480-678-0411
NotebookSEC #801-133695
Total AUM
$75M
Employees
5
Clients
369

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00AM-5:00PM
Monday - Friday
Phone
480-678-0411
Other Offices
3

ReceiptFinancials

Total AUM
$75M
Accounts
877
Discretionary
$75M
Accounts
877
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
346
AUM
$32.2M
HNW Individual Clients
23
AUM
$42.8M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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