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Building 2WEALTH MANAGEMENT ADVISORS INC

Map pinLEAWOOD, KS
Phone913-661-1650
NotebookSEC #801-44115
Total AUM
$504.4M
Employees
6
Clients
339

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4000 W. 114TH ST., STE. 160
LEAWOOD
KS 66211
United States
Operating Hours
8:00AM-5:00 PM
Monday - Friday
Phone
913-661-1650

ReceiptFinancials

Total AUM
$504.4M
Accounts
339
Discretionary
$504.4M
Accounts
339
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
168
AUM
$95.7M
HNW Individual Clients
171
AUM
$408.6M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLKSMOTX

HandshakeAffiliates

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

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