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Building 2WEALTH ANALYTICS PARTNERS, LLC

Map pinSAN DIEGO, CA
Phone858-794-2100
NotebookSEC #801-66566
Total AUM
$316M
Employees
6
Clients
184

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
12730 HIGH BLUFF DR
SUITE 260
SAN DIEGO
CA 92130
United States
Operating Hours
7:00 A.M. - 4:00 P.M.
Monday - Friday
Phone
858-794-2100
Other Offices
5

ReceiptFinancials

Total AUM
$316M
Accounts
494
Discretionary
$316M
Accounts
494
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
93
AUM
$33.9M
HNW Individual Clients
88
AUM
$272.4M
Pension/Profit Sharing Plan Clients
1
AUM
$5.2M
Charitable Organization Clients
2
AUM
$4.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAHITX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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