FERRELL WEALTH MANAGEMENT INC.
CRD #106245 SEC #801-51822 WINTER PARK, FL 407-629-7008
SEC Registered
Total AUM
$397M
Discretionary
$376M
Employees
8
Clients
251
Accounts
1,630
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2020 | $546M | $519M | $27M | 8 | 0 |
| Nov 2019 | $397M | $376M | $21M | 8 | 0 |
| Mar 2019 | $397M | $376M | $21M | 8 | 0 |
| Mar 2018 | $388M | $366M | $22M | 8 | 0 |
| Apr 2017 | $395M | $394M | $1M | 8 | 273 |
| May 2016 | $314.3M | $300.7M | $13.7M | 8 | 200 |
| Mar 2016 | $314.3M | $300.7M | $13.7M | 8 | 200 |
| Mar 2015 | $310.4M | $281.1M | $29.3M | 7 | 200 |
| Mar 2014 | $301.2M | $253M | $48.1M | 8 | 200 |
| Apr 2013 | $258M | $211.3M | $46.7M | 8 | 200 |
| Mar 2012 | $226.4M | $196.1M | $30.3M | 6 | 200 |
| Mar 2011 | $239M | $237M | $2M | 10 | -- |
| Oct 2009 | $171M | $170M | $1M | 10 | -- |
| Sep 2009 | $171M | $170M | $1M | 10 | -- |
| Sep 2009 | $171M | $170M | $1M | 10 | -- |
| Mar 2009 | $171M | $170M | $1M | 10 | -- |
| Oct 2007 | $208.4M | $208M | $400K | 10 | -- |
| Jan 2007 | $208.4M | $208M | $400K | 10 | -- |
| Feb 2006 | $200.8M | $200M | $750K | 10 | -- |
| Feb 2005 | $151M | $149M | $2M | 10 | -- |
| Jul 2004 | $90M | $87M | $3M | 10 | -- |
DateMar 2020
Total AUM$546M
Discretionary$519M
Non-Disc.$27M
Employees8
Clients0
DateNov 2019
Total AUM$397M
Discretionary$376M
Non-Disc.$21M
Employees8
Clients0
DateMar 2019
Total AUM$397M
Discretionary$376M
Non-Disc.$21M
Employees8
Clients0
DateMar 2018
Total AUM$388M
Discretionary$366M
Non-Disc.$22M
Employees8
Clients0
DateApr 2017
Total AUM$395M
Discretionary$394M
Non-Disc.$1M
Employees8
Clients273
DateMay 2016
Total AUM$314.3M
Discretionary$300.7M
Non-Disc.$13.7M
Employees8
Clients200
DateMar 2016
Total AUM$314.3M
Discretionary$300.7M
Non-Disc.$13.7M
Employees8
Clients200
DateMar 2015
Total AUM$310.4M
Discretionary$281.1M
Non-Disc.$29.3M
Employees7
Clients200
DateMar 2014
Total AUM$301.2M
Discretionary$253M
Non-Disc.$48.1M
Employees8
Clients200
DateApr 2013
Total AUM$258M
Discretionary$211.3M
Non-Disc.$46.7M
Employees8
Clients200
DateMar 2012
Total AUM$226.4M
Discretionary$196.1M
Non-Disc.$30.3M
Employees6
Clients200
DateMar 2011
Total AUM$239M
Discretionary$237M
Non-Disc.$2M
Employees10
Clients--
DateOct 2009
Total AUM$171M
Discretionary$170M
Non-Disc.$1M
Employees10
Clients--
DateSep 2009
Total AUM$171M
Discretionary$170M
Non-Disc.$1M
Employees10
Clients--
DateSep 2009
Total AUM$171M
Discretionary$170M
Non-Disc.$1M
Employees10
Clients--
DateMar 2009
Total AUM$171M
Discretionary$170M
Non-Disc.$1M
Employees10
Clients--
DateOct 2007
Total AUM$208.4M
Discretionary$208M
Non-Disc.$400K
Employees10
Clients--
DateJan 2007
Total AUM$208.4M
Discretionary$208M
Non-Disc.$400K
Employees10
Clients--
DateFeb 2006
Total AUM$200.8M
Discretionary$200M
Non-Disc.$750K
Employees10
Clients--
DateFeb 2005
Total AUM$151M
Discretionary$149M
Non-Disc.$2M
Employees10
Clients--
DateJul 2004
Total AUM$90M
Discretionary$87M
Non-Disc.$3M
Employees10
Clients--