JACOBUS WEALTH MANAGEMENT INC
CRD #106777 SEC #801-51444 MILWAUKEE, WI 414-475-6565
SEC Registered
Total AUM
$791.4M
Discretionary
$690.6M
Employees
14
Clients
11
Accounts
1,104
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2017 | $791.4M | $690.6M | $100.8M | 14 | 26 |
| Mar 2017 | $791.4M | $690.6M | $100.8M | 14 | 26 |
| Jan 2017 | $788.2M | $699.8M | $88.4M | 16 | 26 |
| Sep 2016 | $788.2M | $699.8M | $88.4M | 16 | 26 |
| Sep 2016 | $788.2M | $699.8M | $88.4M | 16 | 26 |
| Jul 2016 | $788.2M | $699.8M | $88.4M | 16 | 26 |
| Mar 2016 | $835.7M | $705.7M | $130M | 16 | 26 |
| Dec 2015 | $885.3M | $739.9M | $145.3M | 16 | 26 |
| Mar 2015 | $885.3M | $739.9M | $145.3M | 16 | 26 |
| Mar 2014 | $844.5M | $696.2M | $148.3M | 16 | 26 |
| Jan 2014 | $708.4M | $528.6M | $179.8M | 15 | 26 |
| Mar 2013 | $708.4M | $528.6M | $179.8M | 15 | 26 |
| Nov 2012 | $592.9M | $427M | $166M | 14 | 26 |
| Mar 2012 | $592.9M | $427M | $166M | 11 | 26 |
| Jan 2012 | $577.8M | $316.1M | $261.7M | 11 | 26 |
| Sep 2011 | $577.8M | $316.1M | $261.7M | -- | -- |
| Apr 2011 | $577.8M | $316.1M | $261.7M | -- | -- |
| Mar 2011 | $577.8M | $316.1M | $261.7M | -- | -- |
| Feb 2009 | $557.4M | $337M | $220.5M | -- | -- |
| Mar 2007 | $656.9M | $377.8M | $279.2M | -- | -- |
| Mar 2007 | $656.9M | $377.8M | $279.2M | -- | -- |
| Mar 2006 | $479.9M | $223.2M | $256.7M | -- | -- |
| Mar 2004 | $337.7M | $103.6M | $234.1M | -- | -- |
| Dec 2003 | $254.6M | $73.3M | $181.3M | -- | -- |
| Apr 2002 | $227.9M | $82.4M | $145.5M | 10 | -- |
DateJun 2017
Total AUM$791.4M
Discretionary$690.6M
Non-Disc.$100.8M
Employees14
Clients26
DateMar 2017
Total AUM$791.4M
Discretionary$690.6M
Non-Disc.$100.8M
Employees14
Clients26
DateJan 2017
Total AUM$788.2M
Discretionary$699.8M
Non-Disc.$88.4M
Employees16
Clients26
DateSep 2016
Total AUM$788.2M
Discretionary$699.8M
Non-Disc.$88.4M
Employees16
Clients26
DateSep 2016
Total AUM$788.2M
Discretionary$699.8M
Non-Disc.$88.4M
Employees16
Clients26
DateJul 2016
Total AUM$788.2M
Discretionary$699.8M
Non-Disc.$88.4M
Employees16
Clients26
DateMar 2016
Total AUM$835.7M
Discretionary$705.7M
Non-Disc.$130M
Employees16
Clients26
DateDec 2015
Total AUM$885.3M
Discretionary$739.9M
Non-Disc.$145.3M
Employees16
Clients26
DateMar 2015
Total AUM$885.3M
Discretionary$739.9M
Non-Disc.$145.3M
Employees16
Clients26
DateMar 2014
Total AUM$844.5M
Discretionary$696.2M
Non-Disc.$148.3M
Employees16
Clients26
DateJan 2014
Total AUM$708.4M
Discretionary$528.6M
Non-Disc.$179.8M
Employees15
Clients26
DateMar 2013
Total AUM$708.4M
Discretionary$528.6M
Non-Disc.$179.8M
Employees15
Clients26
DateNov 2012
Total AUM$592.9M
Discretionary$427M
Non-Disc.$166M
Employees14
Clients26
DateMar 2012
Total AUM$592.9M
Discretionary$427M
Non-Disc.$166M
Employees11
Clients26
DateJan 2012
Total AUM$577.8M
Discretionary$316.1M
Non-Disc.$261.7M
Employees11
Clients26
DateSep 2011
Total AUM$577.8M
Discretionary$316.1M
Non-Disc.$261.7M
Employees--
Clients--
DateApr 2011
Total AUM$577.8M
Discretionary$316.1M
Non-Disc.$261.7M
Employees--
Clients--
DateMar 2011
Total AUM$577.8M
Discretionary$316.1M
Non-Disc.$261.7M
Employees--
Clients--
DateFeb 2009
Total AUM$557.4M
Discretionary$337M
Non-Disc.$220.5M
Employees--
Clients--
DateMar 2007
Total AUM$656.9M
Discretionary$377.8M
Non-Disc.$279.2M
Employees--
Clients--
DateMar 2007
Total AUM$656.9M
Discretionary$377.8M
Non-Disc.$279.2M
Employees--
Clients--
DateMar 2006
Total AUM$479.9M
Discretionary$223.2M
Non-Disc.$256.7M
Employees--
Clients--
DateMar 2004
Total AUM$337.7M
Discretionary$103.6M
Non-Disc.$234.1M
Employees--
Clients--
DateDec 2003
Total AUM$254.6M
Discretionary$73.3M
Non-Disc.$181.3M
Employees--
Clients--
DateApr 2002
Total AUM$227.9M
Discretionary$82.4M
Non-Disc.$145.5M
Employees10
Clients--