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Building 25T WEALTH, LLC

Map pinNAPA, CA
Phone(707) 224-1340
NotebookSEC #801-58183
Total AUM
$331.4M
Employees
4
Clients
297

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
595 COOMBS STREET
NAPA
CA 94559
United States
Operating Hours
MON TO FRI 8:00 - 4:30
Monday - Friday
Phone
(707) 224-1340

ReceiptFinancials

Total AUM
$331.4M
Accounts
533
Discretionary
$330.8M
Accounts
532
Non-Discretionary
$601.6K
Accounts
1

ContactClients

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Individual Clients
206
AUM
$62.4M
HNW Individual Clients
64
AUM
$231.7M
Pension/Profit Sharing Plan Clients
18
AUM
$7.4M
Charitable Organization Clients
4
AUM
$27.3M
Other Clients
5
AUM
$2.5M
Description of Other Clients
UA, PARTNERSHIP, CONSERVATOR, EXECUTOR

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SOLICITOR FEES FROM OTHER INVESTMENT ADVISORY FIRMS

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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