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Building 2RMR WEALTH ADVISORS LLC

Map pinMADISON, WI
Phone608-663-7676
NotebookSEC #801-70487
Total AUM
$369.3M
Employees
2
Clients
170

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
400 INTERLAKE DRIVE
SUITE 200
MADISON
WI 53716-3808
United States
Operating Hours
8:30 A.M. - 4:00 P.M.
Monday - Friday
Phone
608-663-7676

ReceiptFinancials

Total AUM
$369.3M
Accounts
487
Discretionary
$369.3M
Accounts
487
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
120
AUM
$33.8M
HNW Individual Clients
45
AUM
$329.2M
Pension/Profit Sharing Plan Clients
1
AUM
$224K
Charitable Organization Clients
4
AUM
$6.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ILMNTXWI

HandshakeAffiliates

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

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