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Building 2CENTURY WEALTH MANAGEMENT, LLC

Map pinMEMPHIS, TN
Phone901-850-5532
NotebookSEC #801-68474
Total AUM
$392.2M
Employees
4
Clients
84

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1770 KIRBY PKWY
STE 117
MEMPHIS
TN 38138-7436
United States
Operating Hours
8:00AM - 4:30PM
Monday - Friday
Phone
901-850-5532

ReceiptFinancials

Total AUM
$392.2M
Accounts
403
Discretionary
$306.5M
Accounts
379
Non-Discretionary
$85.7M
Accounts
24

ContactClients

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Individual Clients
24
AUM
$10.4M
HNW Individual Clients
51
AUM
$348.7M
Pension/Profit Sharing Plan Clients
1
AUM
$3.9M
Charitable Organization Clients
7
AUM
$22M
Corporation or Business Clients
1
AUM
$7.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
FAMILY OFFICE SERVICES
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TNTX

HandshakeAffiliates

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

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