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Building 2WEALTH HEALTH, LLC

Map pinROSELAND, NJ
Phone973-535-9577
NotebookSEC #801-64171
Total AUM
$399.2M
Employees
7
Clients
217

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5 BECKER FARM ROAD
ROSELAND
NJ 07068
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
973-535-9577

ReceiptFinancials

Total AUM
$399.2M
Accounts
917
Discretionary
$391.3M
Accounts
902
Non-Discretionary
$8M
Accounts
15

ContactClients

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Individual Clients
113
AUM
$49.4M
HNW Individual Clients
103
AUM
$348.6M
Pension/Profit Sharing Plan Clients
1
AUM
$1.2M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLNJNYPATXVA

HandshakeAffiliates

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

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