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Building 2WT WEALTH MANAGEMENT, LLC

Map pinSCOTTSDALE, AZ
Phone800.825.0616
NotebookSEC #801-78802
Total AUM
$10.5M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7161 E. RANCHO VISTA DRIVE
SUITE 112
SCOTTSDALE
AZ 85251
United States
Operating Hours
7:30 AM TO 4:00 PM
Monday - Friday
Phone
800.825.0616

ReceiptFinancials

Total AUM
$10.5M
Accounts
110
Discretionary
$10.5M
Accounts
110
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPublications
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAGANYWA

HandshakeAffiliates

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

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