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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 filings submitted to the SEC

ADV Part 1ADV Part 2ADV Part 3ADV-W
ADV Part 3 is a Client Relationship Summary (Form CRS) – a short form, plain-english description of advisory services for investment clients.

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