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Building 2WEALTH MANAGEMENT, L.L.C.

Map pinNEWPORT BEACH, CA
Phone(949) 720-9980
NotebookSEC #801-60410
Total AUM
$28M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
610 NEWPORT CENTER DRIVE
SUITE 600
NEWPORT BEACH
CA 92660
USA
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
(949) 720-9980

ReceiptFinancials

Total AUM
$28M
Accounts
100
Discretionary
$28M
Accounts
100
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 AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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