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Building 2WEALTHVALUES, LLC

Map pinREDWOOD CITY, CA
Phone650-941-5530
NotebookSEC #801-66449
Total AUM
$466.5M
Employees
5
Clients
26

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
303 TWIN DOLPHIN DR.
SUITE 600
REDWOOD CITY
CA 94065
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
650-941-5530

ReceiptFinancials

Total AUM
$466.5M
Accounts
151
Discretionary
$466.5M
Accounts
151
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1
AUM
$3.7M
HNW Individual Clients
25
AUM
$462.8M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

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

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