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Building 2MAR WEALTH MANAGEMENT SERVICES, LLC

Map pinWEST PALM BEACH, FL
Phone800-708-6285
NotebookSEC #801-136289
Total AUM
$125.1M
Employees
3
Clients
53

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
500 AUSTRALIAN AVENUE SOUTH
SUITE 600
WEST PALM BEACH
FL 33401
United States
Operating Hours
OFFICE VISITS BY APPOINTMENT
OFFICE VISITS BY APPOINTMENT
Phone
800-708-6285
Other Offices
3

ReceiptFinancials

Total AUM
$125.1M
Accounts
133
Discretionary
$75.7M
Accounts
90
Non-Discretionary
$49.4M
Accounts
43

ContactClients

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Individual Clients
22
AUM
$7.9M
HNW Individual Clients
24
AUM
$106M
Charitable Organization Clients
5
AUM
$6.1M
Corporation or Business Clients
2
AUM
$5.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

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

HandshakeAffiliates

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

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