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Building 2WEALTHMD CORPORATION

Map pinLOUISVILLE, KY
Phone502-413-6893
NotebookSEC #801-80639
Total AUM
$250.5M
Employees
4
Clients
1,061

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1706 BARDSTOWN ROAD
SECOND FLOOR
LOUISVILLE
KY 40205
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Phone
502-413-6893

ReceiptFinancials

Total AUM
$250.5M
Accounts
1,593
Discretionary
$250.5M
Accounts
1,593
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1,031
AUM
$186.7M
HNW Individual Clients
30
AUM
$63.9M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
FINANCIAL REVIEWS
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLINKYLATNTX

HandshakeAffiliates

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

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