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Building 2PRIVATE WEALTH MANAGEMENT LLC

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Phone(702) 734-1475
NotebookSEC #801-134813
Total AUM
$126.2M
Employees
1
Clients
12

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT
BY APPOINTMENT
Phone
(702) 734-1475

ReceiptFinancials

Total AUM
$126.2M
Accounts
26
Discretionary
$126.2M
Accounts
26
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
4
AUM
$1.5M
HNW Individual Clients
8
AUM
$124.7M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NV

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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