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Building 2PILLAR WEALTH MANAGEMENT, LLC

Map pin
Phone925-407-0320
NotebookSEC #801-69558
Total AUM
$221.1M
Employees
2
Clients
133

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8AM TO 5PM
APPOINTMENT ONLY
Phone
925-407-0320
Other Offices
3

ReceiptFinancials

Total AUM
$221.1M
Accounts
367
Discretionary
$221.1M
Accounts
367
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
63
AUM
$187.9M
HNW Individual Clients
70
AUM
$33.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
AZCACOFLNVTX

HandshakeAffiliates

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

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