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Building 2WEALTH MANAGEMENT INTERNATIONAL, LTD.

Map pinPEORIA, AZ
Phone623-875-5204
NotebookSEC #801-71159
Total AUM
$100.2M
Employees
9
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
23131 N. LAKE PLEASANT PARKWAY
PEORIA
AZ 85383
United States
Operating Hours
8 AM - 5 PM
Monday - Friday
Phone
623-875-5204

ReceiptFinancials

Total AUM
$100.2M
Accounts
657
Discretionary
$93.5M
Accounts
529
Non-Discretionary
$6.6M
Accounts
128

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAMIMNTX

HandshakeAffiliates

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

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