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Building 2LBA WEALTH MANAGEMENT, LLC

Map pinJACKSONVILLE, FL
Phone904.396.4015
NotebookSEC #801-70003
Total AUM
$349.7M
Employees
6
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
501 RIVERSIDE AVENUE
SUITE 800
JACKSONVILLE
FL 32202
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
904.396.4015

ReceiptFinancials

Total AUM
$349.7M
Accounts
829
Discretionary
$349.7M
Accounts
829
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
PERCENTAGE OF ASSETS UNDER ADVISEMENT

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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

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