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Building 2WEALTH MANAGEMENT GROUP

Map pinDOVER, DE
Phone(302) 734-5826
NotebookSEC #801-64413
Total AUM
$312.6M
Employees
6
Clients
324

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
220 BEISER BLVD
DOVER
DE 19904
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Phone
(302) 734-5826
Other Offices
2

ReceiptFinancials

Total AUM
$312.6M
Accounts
824
Discretionary
$312.6M
Accounts
824
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
222
AUM
$77.5M
HNW Individual Clients
88
AUM
$218.7M
Pension/Profit Sharing Plan Clients
7
AUM
$4.7M
Charitable Organization Clients
2
AUM
$9.2M
Corporation or Business Clients
5
AUM
$2.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
DEFLMDNCNHPATXVA

HandshakeAffiliates

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

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