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Building 2FALLS WEALTH MANAGEMENT, INC.

Map pinSAN ANTONIO, TX
Phone210-732-6181
NotebookSEC #801-57788
Total AUM
$15.9M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4801 N.W. LOOP 410
SUITE 500
SAN ANTONIO
TX 78229
USA
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
210-732-6181

ReceiptFinancials

Total AUM
$15.9M
Accounts
43
Discretionary
$1.9M
Accounts
9
Non-Discretionary
$14M
Accounts
34

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

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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