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Building 2U.S. PRIVATE WEALTH, LLC

Map pinPALM BEACH GARDENS, FL
Phone561.855.4635
NotebookSEC #801-135084
Total AUM
$200.3M
Employees
3
Clients
189

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3001 PGA BOULEVARD
SUITE 103
PALM BEACH GARDENS
FL 33410
United States
Operating Hours
9:00AM - 4:00PM
Monday - Friday
Phone
561.855.4635

ReceiptFinancials

Total AUM
$200.3M
Accounts
489
Discretionary
$200.3M
Accounts
489
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
127
AUM
$49.8M
HNW Individual Clients
62
AUM
$150.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
PERCENTAGE OF PLAN ASSETS

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
ARFLNJPATX

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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