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Building 2GUPTA WEALTH MANAGEMENT, LLC

Map pinSAN DIEGO, CA
Phone(858)764-7120
NotebookSEC #801-78524
Total AUM
$2.5M
Employees
4
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
12760 HIGH BLUFF DRIVE
SUITE 120
SAN DIEGO
CA 92130
United States
Operating Hours
6:30AM - 4:30PM
Monday - Friday
Phone
(858)764-7120

ReceiptFinancials

Total AUM
$2.5M
Accounts
16
Discretionary
$2.5M
Accounts
16
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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

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