PAYNE WEALTH PARTNERS, INC.
CRD #105904 SEC #801-33446 EVANSVILLE, IN 812-477-6221
SEC Registered
Total AUM
$534.6M
Discretionary
$485.6M
Employees
12
Clients
101
Accounts
1,687
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2017 | $534.6M | $485.6M | $49M | 12 | 300 |
| Feb 2017 | $407M | $370.6M | $36.5M | 15 | 300 |
| Mar 2016 | $407M | $370.6M | $36.5M | 15 | 300 |
| Jul 2015 | $401.8M | $362.5M | $39.4M | 13 | 200 |
| Mar 2015 | $401.8M | $362.5M | $39.4M | 13 | 200 |
| Jun 2014 | $380.6M | $341.5M | $39.1M | 12 | 200 |
| Mar 2014 | $380.6M | $341.5M | $39.1M | 12 | 200 |
| Mar 2013 | $325.5M | $293.8M | $31.7M | 10 | 200 |
| Sep 2012 | $287.7M | $260.6M | $27.1M | 6 | 200 |
| Mar 2012 | $287.7M | $260.6M | $27.1M | 6 | 200 |
| Apr 2011 | $295.7M | $267.2M | $28.5M | 10 | -- |
| Mar 2010 | $256.8M | $223.3M | $33.4M | 10 | -- |
| Apr 2009 | $185.6M | $148.2M | $37.4M | 10 | -- |
| Mar 2008 | $237.8M | $196.3M | $41.5M | 10 | -- |
| Mar 2007 | $237.5M | $156.1M | $81.4M | 10 | -- |
| Mar 2007 | $237.5M | $156.1M | $81.4M | 10 | -- |
| Mar 2006 | $210.7M | $127.7M | $82.9M | 10 | -- |
| Mar 2002 | $68.1M | $68.1M | $0 | 5 | -- |
DateMar 2017
Total AUM$534.6M
Discretionary$485.6M
Non-Disc.$49M
Employees12
Clients300
DateFeb 2017
Total AUM$407M
Discretionary$370.6M
Non-Disc.$36.5M
Employees15
Clients300
DateMar 2016
Total AUM$407M
Discretionary$370.6M
Non-Disc.$36.5M
Employees15
Clients300
DateJul 2015
Total AUM$401.8M
Discretionary$362.5M
Non-Disc.$39.4M
Employees13
Clients200
DateMar 2015
Total AUM$401.8M
Discretionary$362.5M
Non-Disc.$39.4M
Employees13
Clients200
DateJun 2014
Total AUM$380.6M
Discretionary$341.5M
Non-Disc.$39.1M
Employees12
Clients200
DateMar 2014
Total AUM$380.6M
Discretionary$341.5M
Non-Disc.$39.1M
Employees12
Clients200
DateMar 2013
Total AUM$325.5M
Discretionary$293.8M
Non-Disc.$31.7M
Employees10
Clients200
DateSep 2012
Total AUM$287.7M
Discretionary$260.6M
Non-Disc.$27.1M
Employees6
Clients200
DateMar 2012
Total AUM$287.7M
Discretionary$260.6M
Non-Disc.$27.1M
Employees6
Clients200
DateApr 2011
Total AUM$295.7M
Discretionary$267.2M
Non-Disc.$28.5M
Employees10
Clients--
DateMar 2010
Total AUM$256.8M
Discretionary$223.3M
Non-Disc.$33.4M
Employees10
Clients--
DateApr 2009
Total AUM$185.6M
Discretionary$148.2M
Non-Disc.$37.4M
Employees10
Clients--
DateMar 2008
Total AUM$237.8M
Discretionary$196.3M
Non-Disc.$41.5M
Employees10
Clients--
DateMar 2007
Total AUM$237.5M
Discretionary$156.1M
Non-Disc.$81.4M
Employees10
Clients--
DateMar 2007
Total AUM$237.5M
Discretionary$156.1M
Non-Disc.$81.4M
Employees10
Clients--
DateMar 2006
Total AUM$210.7M
Discretionary$127.7M
Non-Disc.$82.9M
Employees10
Clients--
DateMar 2002
Total AUM$68.1M
Discretionary$68.1M
Non-Disc.$0
Employees5
Clients--