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Building 2PRIVATE WEALTH MANAGEMENT, INC.

Map pinMEMPHIS, TN
Phone901-322-4212
NotebookSEC #801-61214
Total AUM
$832.5M
Employees
4
Clients
133

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3725 CHAMPION HILLS DR.
SUITE 1400
MEMPHIS
TN 38125
United States
Operating Hours
8:30 - 5:00
Monday - Friday
Phone
901-322-4212

ReceiptFinancials

Total AUM
$832.5M
Accounts
571
Discretionary
$0
Accounts
0
Non-Discretionary
$832.5M
Accounts
571

ContactClients

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Individual Clients
46
AUM
$15.8M
HNW Individual Clients
85
AUM
$807.6M
Charitable Organization Clients
1
AUM
$8.6M
Corporation or Business Clients
1
AUM
$505.8K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLTNTX

HandshakeAffiliates

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

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