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Building 2WEALTH ARCHITECTS, LLC

Map pinMOUNTAIN VIEW, CA
Phone650-325-9044
NotebookSEC #801-64313
Total AUM
$2.4B
Employees
23
Clients
437

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
800 WEST EL CAMINO REAL
SUITE 201
MOUNTAIN VIEW
CA 94040
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
650-325-9044

ReceiptFinancials

Total AUM
$2.4B
Accounts
3,047
Discretionary
$2.2B
Accounts
2,750
Non-Discretionary
$233.4M
Accounts
297

ContactClients

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Individual Clients
77
AUM
$19M
HNW Individual Clients
356
AUM
$2.4B
Charitable Organization Clients
3
AUM
$43.2M
Corporation or Business Clients
1
AUM
$448.4K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
INVESTMENT CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLORTXWA

HandshakeAffiliates

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

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