THE JENTNER CORPORATION
Legal name: JENTNER WEALTH MANAGEMENT
CRD #105248 SEC #801-23465 AKRON, OH 330-668-1000
SEC Registered
Total AUM
$575.1M
Discretionary
$575.1M
Employees
10
Clients
251
Accounts
996
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $575.1M | $575.1M | $0 | 10 | 0 |
| Mar 2025 | $575.1M | $575.1M | $0 | 10 | 0 |
| Mar 2024 | $522.6M | $517.9M | $4.7M | 11 | 0 |
| Mar 2023 | $481.1M | $481.1M | $0 | 10 | 0 |
| May 2022 | $529.6M | $529.6M | $0 | 10 | 0 |
| Mar 2022 | $529.6M | $529.6M | $0 | 10 | 0 |
| Mar 2021 | $452.4M | $452.4M | $0 | 11 | 0 |
| Jun 2020 | $401.2M | $401.2M | $0 | 10 | 0 |
| Mar 2020 | $401.2M | $401.2M | $0 | 10 | 0 |
| Apr 2019 | $345.3M | $345.3M | $0 | 10 | 0 |
| Mar 2019 | $345.3M | $345.3M | $0 | 10 | 0 |
| Nov 2018 | $370.3M | $370.3M | $0 | 11 | 0 |
| Mar 2018 | $370.3M | $370.3M | $0 | 11 | 0 |
| Sep 2017 | $319.5M | $319.5M | $0 | 11 | 200 |
| Mar 2017 | $319.5M | $319.5M | $0 | 11 | 200 |
| Mar 2016 | $279.1M | $279.1M | $0 | 9 | 200 |
| Dec 2015 | $280.6M | $280.6M | $0 | 9 | 200 |
| Jun 2015 | $280.6M | $280.6M | $0 | 9 | 200 |
| Mar 2015 | $280.6M | $280.6M | $0 | 9 | 200 |
| Nov 2014 | $228M | $228M | $0 | 9 | 100 |
| Mar 2014 | $228M | $228M | $0 | 9 | 100 |
| Dec 2013 | $200.8M | $200.8M | $0 | 7 | 100 |
| Oct 2013 | $200.8M | $200.8M | $0 | 7 | 100 |
| Mar 2013 | $200.8M | $200.8M | $0 | 7 | 100 |
| May 2012 | $177.5M | $177.5M | $0 | 6 | 140 |
| Mar 2012 | $177.5M | $177.5M | $0 | 6 | 140 |
| Aug 2011 | $186M | $186M | $0 | 10 | -- |
| Mar 2009 | $123.2M | $123.2M | $0 | 10 | -- |
| Mar 2008 | $186.2M | $186.2M | $0 | 5 | -- |
| Mar 2007 | $166.8M | $148.7M | $18.2M | 5 | -- |
| Feb 2006 | $144M | $124.5M | $19.4M | 5 | -- |
| Dec 2004 | $103M | $76M | $27.1M | 5 | -- |
| Mar 2002 | $80.8M | $56.5M | $24.2M | 10 | -- |
DateMay 2025
Total AUM$575.1M
Discretionary$575.1M
Non-Disc.$0
Employees10
Clients0
DateMar 2025
Total AUM$575.1M
Discretionary$575.1M
Non-Disc.$0
Employees10
Clients0
DateMar 2024
Total AUM$522.6M
Discretionary$517.9M
Non-Disc.$4.7M
Employees11
Clients0
DateMar 2023
Total AUM$481.1M
Discretionary$481.1M
Non-Disc.$0
Employees10
Clients0
DateMay 2022
Total AUM$529.6M
Discretionary$529.6M
Non-Disc.$0
Employees10
Clients0
DateMar 2022
Total AUM$529.6M
Discretionary$529.6M
Non-Disc.$0
Employees10
Clients0
DateMar 2021
Total AUM$452.4M
Discretionary$452.4M
Non-Disc.$0
Employees11
Clients0
DateJun 2020
Total AUM$401.2M
Discretionary$401.2M
Non-Disc.$0
Employees10
Clients0
DateMar 2020
Total AUM$401.2M
Discretionary$401.2M
Non-Disc.$0
Employees10
Clients0
DateApr 2019
Total AUM$345.3M
Discretionary$345.3M
Non-Disc.$0
Employees10
Clients0
DateMar 2019
Total AUM$345.3M
Discretionary$345.3M
Non-Disc.$0
Employees10
Clients0
DateNov 2018
Total AUM$370.3M
Discretionary$370.3M
Non-Disc.$0
Employees11
Clients0
DateMar 2018
Total AUM$370.3M
Discretionary$370.3M
Non-Disc.$0
Employees11
Clients0
DateSep 2017
Total AUM$319.5M
Discretionary$319.5M
Non-Disc.$0
Employees11
Clients200
DateMar 2017
Total AUM$319.5M
Discretionary$319.5M
Non-Disc.$0
Employees11
Clients200
DateMar 2016
Total AUM$279.1M
Discretionary$279.1M
Non-Disc.$0
Employees9
Clients200
DateDec 2015
Total AUM$280.6M
Discretionary$280.6M
Non-Disc.$0
Employees9
Clients200
DateJun 2015
Total AUM$280.6M
Discretionary$280.6M
Non-Disc.$0
Employees9
Clients200
DateMar 2015
Total AUM$280.6M
Discretionary$280.6M
Non-Disc.$0
Employees9
Clients200
DateNov 2014
Total AUM$228M
Discretionary$228M
Non-Disc.$0
Employees9
Clients100
DateMar 2014
Total AUM$228M
Discretionary$228M
Non-Disc.$0
Employees9
Clients100
DateDec 2013
Total AUM$200.8M
Discretionary$200.8M
Non-Disc.$0
Employees7
Clients100
DateOct 2013
Total AUM$200.8M
Discretionary$200.8M
Non-Disc.$0
Employees7
Clients100
DateMar 2013
Total AUM$200.8M
Discretionary$200.8M
Non-Disc.$0
Employees7
Clients100
DateMay 2012
Total AUM$177.5M
Discretionary$177.5M
Non-Disc.$0
Employees6
Clients140
DateMar 2012
Total AUM$177.5M
Discretionary$177.5M
Non-Disc.$0
Employees6
Clients140
DateAug 2011
Total AUM$186M
Discretionary$186M
Non-Disc.$0
Employees10
Clients--
DateMar 2009
Total AUM$123.2M
Discretionary$123.2M
Non-Disc.$0
Employees10
Clients--
DateMar 2008
Total AUM$186.2M
Discretionary$186.2M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$166.8M
Discretionary$148.7M
Non-Disc.$18.2M
Employees5
Clients--
DateFeb 2006
Total AUM$144M
Discretionary$124.5M
Non-Disc.$19.4M
Employees5
Clients--
DateDec 2004
Total AUM$103M
Discretionary$76M
Non-Disc.$27.1M
Employees5
Clients--
DateMar 2002
Total AUM$80.8M
Discretionary$56.5M
Non-Disc.$24.2M
Employees10
Clients--