wiseradvisor

WEALTH2B

Tel: 1 (205) 953-6526
7147 Calle Divina Providencia
Urb. Santa Maria
Ponce, Puerto Rico  00717

About WEALTH2B

WEALTH2B is a Ponce, Puerto Rico based financial advisory firm with nearly $196,330 in assets under management and provides investment advisory services for 4 clients. There are currently 6 financial advisors at the firm.


General Information

Firm CRD#:   331220
SEC#:   801-130228
Assets under Management:   $196,330
No. of Clients:   4
No. of Advisors:   6
Advisory Services Provided:   Portfolio management for individuals and/or small businesses
Fee Structure:   A percentage of AUM, Subscription fees

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