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Building 2PETERS WEALTH MANAGEMENT, LLC

Map pin
Phone972-492-4920
NotebookSEC #801-80181
Total AUM
$149.4M
Employees
2
Clients
96

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
972-492-4920

ReceiptFinancials

Total AUM
$149.4M
Accounts
121
Discretionary
$149.4M
Accounts
121
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
9
AUM
$1.6M
HNW Individual Clients
62
AUM
$118.2M
Charitable Organization Clients
3
AUM
$2.9M
Corporation or Business Clients
20
AUM
$26.7M
Other Clients
2
AUM
$33.6K
Description of Other Clients
529 FUNDS

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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