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Building 2MK3 WEALTH LLC

Map pinCHERRY HILL, NJ
Phone856-545-0077
NotebookSEC #801-136283
Total AUM
$113.1M
Employees
3
Clients
88

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1800 CHAPEL AVENUE WEST
SUITE 340
CHERRY HILL
NJ 08002
United States
Operating Hours
9-5
Monday - Friday
Phone
856-545-0077

ReceiptFinancials

Total AUM
$113.1M
Accounts
223
Discretionary
$113.1M
Accounts
223
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
56
AUM
$24.6M
HNW Individual Clients
29
AUM
$78.8M
Pension/Profit Sharing Plan Clients
1
AUM
$7.5M
Charitable Organization Clients
1
AUM
$447.8K
Corporation or Business Clients
1
AUM
$1.8M

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

None reported

HandshakeAffiliates

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

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