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Building 2WACKER WEALTH PARTNERS, LLC

Map pinSAN LUIS OBISPO, CA
Phone805-541-1308
NotebookSEC #801-68752
Total AUM
$1.1B
Employees
22
Clients
723

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

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HotelBusiness

Principal Address
892 AEROVISTA PLACE
SUITE 220
SAN LUIS OBISPO
CA 93401
United States
Operating Hours
8:00 A.M TO 5:00 P.M.
Monday - Friday
Phone
805-541-1308
Other Offices
1

ReceiptFinancials

Total AUM
$1.1B
Accounts
723
Discretionary
$1.1B
Accounts
721
Non-Discretionary
$2.5M
Accounts
2

ContactClients

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Individual Clients
393
AUM
$231.7M
HNW Individual Clients
303
AUM
$824.5M
Pooled Vehicle Clients
3
AUM
$34.7M
Pension/Profit Sharing Plan Clients
5
AUM
$3.3M
Charitable Organization Clients
8
AUM
$30.2M
Corporation or Business Clients
7
AUM
$13.9M
Other Clients
4
AUM
$3.6M
Description of Other Clients
TRUSTS

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAORWA

HandshakeAffiliates

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

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