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Building 2ELM WEALTH

Map pinPHILADELPHIA, PA
Phone(888) 676-3148
NotebookSEC #801-78018
Total AUM
$3B
Employees
8
Clients
655

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
50 S 16TH ST.
FL 18 STE C
PHILADELPHIA
PA 19102
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
(888) 676-3148
Other Offices
1

ReceiptFinancials

Total AUM
$3B
Accounts
905
Discretionary
$3B
Accounts
905
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
107
AUM
$71.8M
HNW Individual Clients
537
AUM
$2B
Investment Company Clients
1
AUM
$502M
Pooled Vehicle Clients
3
AUM
$382.6M
Charitable Organization Clients
3
AUM
$27.8M
Corporation or Business Clients
4
AUM
$4.3M

Briefcase businessServices

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Services Offered
Company Portfolio ManagementFinancial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SEC/CFTC Penalty/Cease-and-Desist
State Registrations
AZCACOCTDCDEFLGAILMAMDMINCNENHNJNVNYOHPASCTXUTVAVTWAWI

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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