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Building 2WEALTH ADVISORS OF TAMPA BAY

Map pinTAMPA, FL
Phone813-642-7730
NotebookSEC #801-74575
Total AUM
$456.8M
Employees
8
Clients
228

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
777 SOUTH HARBOUR ISLAND BOULEVARD
SUITE 370
TAMPA
FL 33602
United States
Operating Hours
8AM - 5PM
Monday - Friday
Phone
813-642-7730

ReceiptFinancials

Total AUM
$456.8M
Accounts
401
Discretionary
$456.8M
Accounts
401
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
126
AUM
$31.4M
HNW Individual Clients
99
AUM
$412.7M
Pension/Profit Sharing Plan Clients
1
AUM
$7.5M
Charitable Organization Clients
1
AUM
$2.2M
Corporation or Business Clients
1
AUM
$2.9M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLOH

HandshakeAffiliates

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

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