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Building 2CAPITAL WEALTH ADVISORS, LTD.

Map pinWEST BEND, WI
Phone262-306-0066
NotebookSEC #801-79379
Total AUM
$126.1M
Employees
2
Clients
185

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1755 W. PARADISE DR.
WEST BEND
WI 53095
United States
Operating Hours
8AM-4:00PM MON-THUR, 8AM-3PM FRI
Monday - Friday
Phone
262-306-0066

ReceiptFinancials

Total AUM
$126.1M
Accounts
522
Discretionary
$126.1M
Accounts
522
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
147
AUM
$58.3M
HNW Individual Clients
38
AUM
$67.8M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementOther ServicesPension Consulting
Other Services
FINANCIAL PLANNING AND CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLTXWI

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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