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Building 2PRIVATE WEALTH CONSULTING, LLC

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Phone(816) 888-9888
NotebookSEC #801-135001
Total AUM
$259.3M
Employees
4
Clients
143

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
(816) 888-9888
Other Offices
6

ReceiptFinancials

Total AUM
$259.3M
Accounts
301
Discretionary
$259.3M
Accounts
301
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
95
AUM
$35M
HNW Individual Clients
45
AUM
$169.4M
Charitable Organization Clients
2
AUM
$50.2M
Corporation or Business Clients
1
AUM
$4.7M

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
FLKSMIMOTX

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

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