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Building 2WWK WEALTH ADVISORS

Map pin
Phone817-336-6300
NotebookSEC #801-69953
Total AUM
$252.6M
Employees
3
Clients
529

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
817-336-6300

ReceiptFinancials

Total AUM
$252.6M
Accounts
529
Discretionary
$252.6M
Accounts
529
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
450
AUM
$116.7M
HNW Individual Clients
63
AUM
$130.5M
Pension/Profit Sharing Plan Clients
3
AUM
$3.8M
Charitable Organization Clients
13
AUM
$1.6M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Subscription Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
GALANENHOKTX

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

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