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Building 2WEALTH MANAGEMENT CONSULTANTS LLC

Map pinSANTA ROSA, CA
Phone707-542-3600
NotebookSEC #801-50093
Total AUM
$199.4M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3550 ROUND BARN BLVD, STE 212
SANTA ROSA
CA 95403
USA
Operating Hours
8:30AM-5:30PM
Monday - Friday
Phone
707-542-3600

ReceiptFinancials

Total AUM
$199.4M
Accounts
369
Discretionary
$183.1M
Accounts
342
Non-Discretionary
$16.3M
Accounts
27

ContactClients

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None reported

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
CAVT

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.

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