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Building 2WEALTH MANAGEMENT ADVISORS, LLC

Map pinGREENVILLE, SC
Phone864-236-4706
NotebookSEC #801-79660
Total AUM
$686.1M
Employees
10
Clients
739

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3 LEGACY PARK ROAD
SUITE A
GREENVILLE
SC 29607
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
864-236-4706
Other Offices
1

ReceiptFinancials

Total AUM
$686.1M
Accounts
1,268
Discretionary
$686.1M
Accounts
1,268
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
493
AUM
$67.9M
HNW Individual Clients
205
AUM
$446.5M
Pension/Profit Sharing Plan Clients
19
AUM
$22.9M
Charitable Organization Clients
7
AUM
$1.9M
Government Entity Clients
1
AUM
$829.3K
Insurance Company Clients
2
AUM
$16M
Corporation or Business Clients
12
AUM
$130.1M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGALAMINCNJSCTX

HandshakeAffiliates

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

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