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Building 2WEALTHGEN ADVISORS, LLC

Map pinSARASOTA, FL
Phone(941) 706-4151
NotebookSEC #801-135441
Total AUM
$146.6M
Employees
2
Clients
106

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
650 CENTRAL AVE.
SUITE 1
SARASOTA
FL 34236
United States
Operating Hours
9-5
Monday - Friday
Phone
(941) 706-4151
Other Offices
1

ReceiptFinancials

Total AUM
$146.6M
Accounts
621
Discretionary
$136.2M
Accounts
398
Non-Discretionary
$10.4M
Accounts
223

ContactClients

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Individual Clients
66
AUM
$30.7M
HNW Individual Clients
29
AUM
$100.6M
Pooled Vehicle Clients
2
AUM
$2.6M
Pension/Profit Sharing Plan Clients
3
AUM
$9.7M
Corporation or Business Clients
6
AUM
$3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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