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Building 2FINANCIAL WEALTH MANAGEMENT, LLC

Map pinMADISON, WI
Phone608-276-9691
NotebookSEC #801-67249
Total AUM
$236M
Employees
3
Clients
340

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
440 SCIENCE DRIVE
SUITE 302
MADISON
WI 53711
United States
Operating Hours
8 AM - 5 PM MON-THURS; 8AM-4:30PM FRIDAY
Monday - Friday
Phone
608-276-9691

ReceiptFinancials

Total AUM
$236M
Accounts
1,250
Discretionary
$236M
Accounts
1,250
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
271
AUM
$104M
HNW Individual Clients
69
AUM
$132M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLILLATXWI

HandshakeAffiliates

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

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