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Building 2WEALTH MANAGEMENT GROUP, LLC

Map pinALLEN, TX
Phone214-644-2560
NotebookSEC #801-78334
Total AUM
$172.4M
Employees
4
Clients
308

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
700 CENTRAL EXPRESSWAY SOUTH
SUITE 210
ALLEN
TX 75013
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
214-644-2560

ReceiptFinancials

Total AUM
$172.4M
Accounts
778
Discretionary
$172.4M
Accounts
778
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
209
AUM
$38.2M
HNW Individual Clients
83
AUM
$114.6M
Pension/Profit Sharing Plan Clients
2
AUM
$6.7M
Charitable Organization Clients
12
AUM
$8.6M
Corporation or Business Clients
1
AUM
$833.8K
Other Clients
1
AUM
$3.5M
Description of Other Clients
CHARITABLE TRUST

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLLATX

HandshakeAffiliates

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

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