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Building 2DENTAL WEALTH ADVISORS, LLC

Map pinKIRKLAND, WA
Phone425-216-1612
NotebookSEC #801-71549
Total AUM
$45.1M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
625 4TH AVENUE
SUITE 205
KIRKLAND
WA 98033
United States
Operating Hours
8:30 AM - 4:30 PM
Monday - Friday
Phone
425-216-1612

ReceiptFinancials

Total AUM
$45.1M
Accounts
220
Discretionary
$44.5M
Accounts
219
Non-Discretionary
$607.7K
Accounts
1

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
WA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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