Two Three Five
6yrs
6 years in the industry
Two Three Five
Location not listed. Legal name: 235 Wealth Management, LLC
About the firm
A registered investment advisory firm. It manages about $29.3 million for roughly 29 individual clients. Services include financial planning, investment management for individuals and small businesses, investment management for businesses and institutions.
How they work
How they’re paid ?A percentage of the assets they manage; Flat or fixed fees
Typical client size ?$987,897
Assets under management ?$29.3 million
Individual clients29
Median years of experience6
FoundedNot stated
Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consulting
Advisors at Two Three Five
1Advisors
6Median years of experience
1States with offices
–Offices
Also known as
235 Wealth Management, LLC
About Two Three Five
How do I contact Two Three Five?
Call the main office at (971) 300-1020. The main office is at , .
How is Two Three Five paid?
The firm reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask for your total yearly cost in dollars.
What services does Two Three Five offer?
Financial planning, Investment management for individuals and small businesses, Investment management for businesses and institutions, Retirement plan consulting.
How many advisors work at Two Three Five?
We list 1 advisor currently registered with the firm.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.