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Building 2WEALTH MANAGEMENT ADVISORS, LLC

Map pinTEWKSBURY, MA
Phone978-970-3400
NotebookSEC #801-79646
Total AUM
$321.8M
Employees
4
Clients
162

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
600 CLARK ROAD
4TH FLOOR
TEWKSBURY
MA 01876
United States
Operating Hours
8:30 AM TO 5:00 PM
Monday - Friday
Phone
978-970-3400
Other Offices
1

ReceiptFinancials

Total AUM
$321.8M
Accounts
903
Discretionary
$316.4M
Accounts
843
Non-Discretionary
$5.4M
Accounts
60

ContactClients

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Individual Clients
77
AUM
$27M
HNW Individual Clients
85
AUM
$294.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMANHPA

HandshakeAffiliates

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

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