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Building 2BELL WEALTH MANAGEMENT INC.

Map pinAUSTIN, TX
Phone512-347-9500
NotebookSEC #801-66079
Total AUM
$76.4M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2901 BEE CAVE ROAD SUITE F
AUSTIN
TX 78746
United States
Operating Hours
9 AM TO 5 PM
Monday - Friday
Phone
512-347-9500

ReceiptFinancials

Total AUM
$76.4M
Accounts
102
Discretionary
$74M
Accounts
99
Non-Discretionary
$2.4M
Accounts
3

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
WEALTH MANAGEMENT
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

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

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