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Building 2WEALTHMD CORPORATION

Map pinLOUISVILLE, KY
Phone502-413-6893, 877-548-0541
NotebookSEC #801-71274
Total AUM
$55M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
119 SOUTH SHERRIN AVENUE
SUITE 140
LOUISVILLE
KY 40207
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
502-413-6893, 877-548-0541

ReceiptFinancials

Total AUM
$55M
Accounts
400
Discretionary
$55M
Accounts
400
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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