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Building 2WEALTH DESIGN, LLC

Map pinSAN JOSE, CA
Phone408-558-1660
NotebookSEC #801-77786
Total AUM
$312.2M
Employees
3
Clients
129

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
50 W. SAN FERNANDO STREET
SUITE 405
SAN JOSE
CA 95113
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
408-558-1660

ReceiptFinancials

Total AUM
$312.2M
Accounts
438
Discretionary
$312.2M
Accounts
438
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
54
AUM
$34.3M
HNW Individual Clients
75
AUM
$277.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLTX

HandshakeAffiliates

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

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