1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2MTX WEALTH MANAGEMENT, LLC

Map pinRESTON, VA
Phone571-665-5270
NotebookSEC #801-67357
Total AUM
$427.8M
Employees
9
Clients
81

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11710 PLAZA AMERICA DRIVE
SUITE 1010
RESTON
VA 20190
United States
Operating Hours
8:30AM TO 5:30PM
Monday - Friday
Phone
571-665-5270

ReceiptFinancials

Total AUM
$427.8M
Accounts
969
Discretionary
$427.8M
Accounts
969
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
31
AUM
$12.5M
HNW Individual Clients
48
AUM
$407.4M
Charitable Organization Clients
1
AUM
$445.3K
Corporation or Business Clients
1
AUM
$7.4M

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLLATXVA

HandshakeAffiliates

View all affiliates →

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

Feature requires an account