1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2MARRS WEALTH MANAGEMENT, LLC

Map pinAMES, IA
Phone515-233-0307
NotebookSEC #801-70824
Total AUM
$217.9M
Employees
6
Clients
283

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
313 FIFTH STREET
SUITE 101
AMES
IA 50010
United States
Operating Hours
MONDAY - THURSDAY 8:00 TO 5:00; FRIDAY 8:00 - 3:00
Monday - Friday
Phone
515-233-0307

ReceiptFinancials

Total AUM
$217.9M
Accounts
284
Discretionary
$214.3M
Accounts
272
Non-Discretionary
$3.6M
Accounts
12

ContactClients

View more in analytics →

Individual Clients
215
AUM
$84.2M
HNW Individual Clients
66
AUM
$132M
Charitable Organization Clients
1
AUM
$1.7M
Corporation or Business Clients
1
AUM
$46.4K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
IAILMNTX

HandshakeAffiliates

View all affiliates →

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

Feature requires an account