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Building 2WEALTH CARE LLC

Map pin
Phone321-543-1099
NotebookSEC #801-67132
Total AUM
$668.6M
Employees
3
Clients
236

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00 A.M. - 5:00 P.M.
BY APPOINTMENT ONLY
Phone
321-543-1099
Other Offices
2

ReceiptFinancials

Total AUM
$668.6M
Accounts
821
Discretionary
$668.6M
Accounts
821
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
86
AUM
$73.5M
HNW Individual Clients
125
AUM
$562.5M
Pension/Profit Sharing Plan Clients
25
AUM
$32.5M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNETX

HandshakeAffiliates

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

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