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Building 2WEALTHPRO, LLC

Map pin
Phone518-725-6111
NotebookSEC #801-63064
Total AUM
$52.4M
Employees
2
Clients
95

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:30AM-4:00PM
Monday - Friday
Phone
518-725-6111
Other Offices
1

ReceiptFinancials

Total AUM
$52.4M
Accounts
315
Discretionary
$0
Accounts
0
Non-Discretionary
$52.4M
Accounts
315

ContactClients

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Individual Clients
92
AUM
$50M
Pension/Profit Sharing Plan Clients
3
AUM
$2.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
INVESTMENT CONSULTING + REGULAR CLIENT UPDATE LETTERS
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNHNY

HandshakeAffiliates

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

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