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Building 2WTM WEALTH MANAGEMENT CORPORATION

Map pinLAKE RONKONKOMA, NY
Phone877-275-4986 EXT. 55
NotebookSEC #801-69902
Total AUM
$33.4M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
500 PORTION ROAD
SUITE 2
LAKE RONKONKOMA
NY 11779
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
877-275-4986 EXT. 55

ReceiptFinancials

Total AUM
$33.4M
Accounts
725
Discretionary
$33.4M
Accounts
725
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementSecurities Ratings
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLMDMINCNJNVNYOHPA

HandshakeAffiliates

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

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