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Building 2MD WEALTH MANAGEMENT, LLC

Map pinCHELSEA, MI
Phone734-433-9600
NotebookSEC #801-134946
Total AUM
$109.9M
Employees
2
Clients
78

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
109 W MIDDLE ST
CHELSEA
MI 48118
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
734-433-9600

ReceiptFinancials

Total AUM
$109.9M
Accounts
394
Discretionary
$109.9M
Accounts
394
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
44
AUM
$21M
HNW Individual Clients
33
AUM
$88.1M
Charitable Organization Clients
1
AUM
$843.8K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ILMINHOHTX

HandshakeAffiliates

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

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