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Building 2LBI WEALTH MANAGEMENT, LLC

Map pin
Phone201-638-5256
NotebookSEC #801-72014
Total AUM
$589.3M
Employees
1
Clients
20

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:30 A.M. - 5:30 P.M.
Monday - Friday
Phone
201-638-5256

ReceiptFinancials

Total AUM
$589.3M
Accounts
80
Discretionary
$589.3M
Accounts
80
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1
AUM
$952.1K
HNW Individual Clients
18
AUM
$587.4M
Charitable Organization Clients
1
AUM
$1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
WEALTH MANAGEMENT
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NJPA

HandshakeAffiliates

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

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