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Building 2WEALTH MANAGEMENT CONSULTANTS, LLC

Map pinSANTA ROSA, CA
Phone707-542-3600
NotebookSEC #801-63105
Total AUM
$393.4M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3550 ROUND BARN BLVD
SUITE 212
SANTA ROSA
CA 95403-0921
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
707-542-3600

ReceiptFinancials

Total AUM
$393.4M
Accounts
891
Discretionary
$371.2M
Accounts
851
Non-Discretionary
$22.2M
Accounts
40

ContactClients

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None reported

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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