1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2SHEU WEALTH MANAGEMENT, LLC

Map pinARMONK, NY
Phone914-358-4057
NotebookSEC #801-80806
Total AUM
$11.5M
Employees
1
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4 MACDONALD AVE.
SUITE 5
ARMONK
NY 10504
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
914-358-4057

ReceiptFinancials

Total AUM
$11.5M
Accounts
44
Discretionary
$4.9M
Accounts
25
Non-Discretionary
$6.5M
Accounts
19

ContactClients

View more in analytics →

None reported

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NJNY

HandshakeAffiliates

View all affiliates →

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

Feature requires an account