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Building 2BALANCED WEALTH MANAGEMENT, LLC.

Map pinEAST GREENWICH, RI
Phone(401) 398-2000
NotebookSEC #801-135800
Total AUM
$102M
Employees
4
Clients
248

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
378 MAIN STREET
SUITE 105
EAST GREENWICH
RI 02818
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
(401) 398-2000

ReceiptFinancials

Total AUM
$102M
Accounts
503
Discretionary
$102M
Accounts
503
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
225
AUM
$74.1M
HNW Individual Clients
18
AUM
$22.6M
Pension/Profit Sharing Plan Clients
5
AUM
$5.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MARI

HandshakeAffiliates

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

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