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Building 2WEALTH MANAGEMENT LLC

Map pinAPPLETON, WI
Phone920-731-3525
NotebookSEC #801-54769
Total AUM
$131.5M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
W6272 COMMUNICATION COURT
APPLETON
WI 54914
United States
Operating Hours
8:00 AM - 4:30 PM
Monday - Friday
Phone
920-731-3525

ReceiptFinancials

Total AUM
$131.5M
Accounts
447
Discretionary
$131.5M
Accounts
447
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures
Court Injunction (Past 10 Years)
State Registrations

None reported

HandshakeAffiliates

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

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