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Building 2STRUCTURE WEALTH PARTNERS LLC

Map pinORLANDO, FL
Phone407-739-5094
NotebookSEC #801-134736
Total AUM
$68.2M
Employees
1
Clients
45

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
450 S ORANGE AVE
3RD FLOOR
ORLANDO
FL 32801
United States
Operating Hours
9AM - 5:00PM ET M-F
BY APPOINTMENT ONLY
Phone
407-739-5094

ReceiptFinancials

Total AUM
$68.2M
Accounts
131
Discretionary
$68.2M
Accounts
131
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
23
AUM
$10.8M
HNW Individual Clients
19
AUM
$48.5M
Pension/Profit Sharing Plan Clients
1
AUM
$2M
Charitable Organization Clients
1
AUM
$5.2M
Corporation or Business Clients
1
AUM
$1.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges 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 0 other businesses.

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