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Building 2CAPITAL WEALTH MANAGEMENT, LLC

Map pinWEST WARWICK, RI
Phone(401) 885-1060
NotebookSEC #801-76539
Total AUM
$1.1B
Employees
16
Clients
657

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1300 DIVISION ROAD
SUITE 203
WEST WARWICK
RI 02893
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Phone
(401) 885-1060

ReceiptFinancials

Total AUM
$1.1B
Accounts
660
Discretionary
$1.1B
Accounts
657
Non-Discretionary
$635.9K
Accounts
3

ContactClients

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Individual Clients
180
AUM
$47.4M
HNW Individual Clients
423
AUM
$725.7M
Pension/Profit Sharing Plan Clients
52
AUM
$363.1M
Charitable Organization Clients
1
AUM
$530.6K
Corporation or Business Clients
1
AUM
$473.5K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CTFLLAMANCNHNYPARISCTNTXVT

HandshakeAffiliates

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

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