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Building 2VOLT WEALTH MANAGEMENT, LLC

Map pinSAN DIEGO, CA
Phone619-850-5952
NotebookSEC #801-71052
Total AUM
$37.3M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
750 B STREET
SUITE 3300
SAN DIEGO
CA 92101
United States
Operating Hours
9AM TO 5PM
Monday - Friday
Phone
619-850-5952

ReceiptFinancials

Total AUM
$37.3M
Accounts
38
Discretionary
$6M
Accounts
36
Non-Discretionary
$31.3M
Accounts
2

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAWA

HandshakeAffiliates

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

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