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Building 2RZ WEALTH

Map pinWAYNE, PA
Phone610-627-5921
NotebookSEC #801-80192
Total AUM
$146.6M
Employees
6
Clients
295

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
480 E. SWEDESFORD ROAD
SUITE 120
WAYNE
PA 19087-1834
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
610-627-5921

ReceiptFinancials

Total AUM
$146.6M
Accounts
594
Discretionary
$146.2M
Accounts
592
Non-Discretionary
$409.1K
Accounts
2

ContactClients

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Individual Clients
244
AUM
$57.9M
HNW Individual Clients
49
AUM
$86.1M
Pension/Profit Sharing Plan Clients
1
AUM
$2.3M
Charitable Organization Clients
1
AUM
$411.9K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNHNJNYPATX

HandshakeAffiliates

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

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