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Building 2STRATUM WEALTH MANAGEMENT LLC

Map pinBOCA RATON, FL
Phone561-912-9450
NotebookSEC #801-62142
Total AUM
$54M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2101 NW CORPORATE BLVD.
STE. 211
BOCA RATON
FL 33431
USA
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
561-912-9450

ReceiptFinancials

Total AUM
$54M
Accounts
73
Discretionary
$54M
Accounts
73
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Pending Civil Proceeding
State Registrations
CTFLMDNJNVNY

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

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