JANICZEK WEALTH MANAGEMENT, LLC
Legal name: JANICZEK WEALTH MANAGEMENT
CRD #107156 SEC #801-37889 DENVER, CO 303-721-7000
SEC Registered Private Funds
Total AUM
$1.1B
Discretionary
$1.1B
Employees
10
Clients
101
Accounts
1,397
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2024 | $1.1B | $1.1B | $0 | 10 | 0 |
| Oct 2023 | $972.5M | $972.5M | $0 | 10 | 0 |
| Mar 2023 | $972.5M | $972.5M | $0 | 10 | 0 |
| Mar 2023 | $972.5M | $972.5M | $0 | 10 | 0 |
| Aug 2022 | $951M | $951M | $0 | 8 | 0 |
| Aug 2022 | $951M | $951M | $0 | 8 | 0 |
| Aug 2022 | $951M | $951M | $0 | 8 | 0 |
| Jul 2022 | $951M | $951M | $0 | 8 | 0 |
| Mar 2022 | $951M | $951M | $0 | 8 | 0 |
| Mar 2022 | $951M | $951M | $0 | 8 | 0 |
| Mar 2021 | $780M | $780M | $0 | 8 | 0 |
| Mar 2021 | $780M | $780M | $0 | 8 | 0 |
| Jan 2021 | $599.7M | $599.7M | $0 | 8 | 0 |
| Jul 2020 | $599.7M | $599.7M | $0 | 8 | 0 |
| Jun 2020 | $599.7M | $599.7M | $0 | 8 | 0 |
| Mar 2020 | $599.7M | $599.7M | $0 | 8 | 0 |
| May 2019 | $564.4M | $564.4M | $0 | 10 | 0 |
| Apr 2019 | $564.4M | $564.4M | $0 | 10 | 0 |
| Apr 2019 | $564.4M | $564.4M | $0 | 10 | 0 |
| Mar 2019 | $564.4M | $564.4M | $0 | 10 | 0 |
| Nov 2018 | $516M | $516M | $0 | 10 | 0 |
| Aug 2018 | $516M | $516M | $0 | 10 | 0 |
| Mar 2018 | $516M | $516M | $0 | 10 | 0 |
| Sep 2017 | $520.1M | $520.1M | $0 | 10 | 200 |
| Mar 2017 | $520.1M | $520.1M | $0 | 10 | 200 |
| Apr 2016 | $417.9M | $417.9M | $0 | 10 | 200 |
| Mar 2016 | $417.9M | $417.9M | $0 | 10 | 200 |
| Mar 2016 | $417.9M | $417.9M | $0 | 10 | 200 |
| Mar 2015 | $450.2M | $450.2M | $0 | 10 | 200 |
| Apr 2014 | $424.5M | $424.4M | $154.1K | 10 | 200 |
| Mar 2014 | $424.5M | $424.4M | $154.1K | 10 | 200 |
| Mar 2013 | $341.2M | $341M | $155.3K | 8 | 200 |
| Mar 2012 | $347.5M | $347.3M | $144.5K | 11 | 200 |
| Aug 2011 | $331.6M | $331.5M | $116.9K | -- | -- |
| Mar 2010 | $293.4M | $293.4M | $0 | -- | -- |
| Mar 2009 | $258.9M | $258.9M | $0 | -- | -- |
| Mar 2008 | $335.6M | $335.6M | $0 | -- | -- |
| Aug 2007 | $317.5M | $317.5M | $0 | 10 | -- |
| Mar 2007 | $317.5M | $317.5M | $0 | 10 | -- |
| Jul 2004 | $178M | $178M | $0 | 10 | -- |
| Mar 2004 | $178M | $178M | $0 | 10 | -- |
| Nov 2003 | $154M | $154M | $0 | 10 | -- |
| Oct 2003 | $154M | $154M | $0 | 10 | -- |
| Apr 2002 | $118M | $0 | $118M | 10 | -- |
DateMar 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees10
Clients0
DateOct 2023
Total AUM$972.5M
Discretionary$972.5M
Non-Disc.$0
Employees10
Clients0
DateMar 2023
Total AUM$972.5M
Discretionary$972.5M
Non-Disc.$0
Employees10
Clients0
DateMar 2023
Total AUM$972.5M
Discretionary$972.5M
Non-Disc.$0
Employees10
Clients0
DateAug 2022
Total AUM$951M
Discretionary$951M
Non-Disc.$0
Employees8
Clients0
DateAug 2022
Total AUM$951M
Discretionary$951M
Non-Disc.$0
Employees8
Clients0
DateAug 2022
Total AUM$951M
Discretionary$951M
Non-Disc.$0
Employees8
Clients0
DateJul 2022
Total AUM$951M
Discretionary$951M
Non-Disc.$0
Employees8
Clients0
DateMar 2022
Total AUM$951M
Discretionary$951M
Non-Disc.$0
Employees8
Clients0
DateMar 2022
Total AUM$951M
Discretionary$951M
Non-Disc.$0
Employees8
Clients0
DateMar 2021
Total AUM$780M
Discretionary$780M
Non-Disc.$0
Employees8
Clients0
DateMar 2021
Total AUM$780M
Discretionary$780M
Non-Disc.$0
Employees8
Clients0
DateJan 2021
Total AUM$599.7M
Discretionary$599.7M
Non-Disc.$0
Employees8
Clients0
DateJul 2020
Total AUM$599.7M
Discretionary$599.7M
Non-Disc.$0
Employees8
Clients0
DateJun 2020
Total AUM$599.7M
Discretionary$599.7M
Non-Disc.$0
Employees8
Clients0
DateMar 2020
Total AUM$599.7M
Discretionary$599.7M
Non-Disc.$0
Employees8
Clients0
DateMay 2019
Total AUM$564.4M
Discretionary$564.4M
Non-Disc.$0
Employees10
Clients0
DateApr 2019
Total AUM$564.4M
Discretionary$564.4M
Non-Disc.$0
Employees10
Clients0
DateApr 2019
Total AUM$564.4M
Discretionary$564.4M
Non-Disc.$0
Employees10
Clients0
DateMar 2019
Total AUM$564.4M
Discretionary$564.4M
Non-Disc.$0
Employees10
Clients0
DateNov 2018
Total AUM$516M
Discretionary$516M
Non-Disc.$0
Employees10
Clients0
DateAug 2018
Total AUM$516M
Discretionary$516M
Non-Disc.$0
Employees10
Clients0
DateMar 2018
Total AUM$516M
Discretionary$516M
Non-Disc.$0
Employees10
Clients0
DateSep 2017
Total AUM$520.1M
Discretionary$520.1M
Non-Disc.$0
Employees10
Clients200
DateMar 2017
Total AUM$520.1M
Discretionary$520.1M
Non-Disc.$0
Employees10
Clients200
DateApr 2016
Total AUM$417.9M
Discretionary$417.9M
Non-Disc.$0
Employees10
Clients200
DateMar 2016
Total AUM$417.9M
Discretionary$417.9M
Non-Disc.$0
Employees10
Clients200
DateMar 2016
Total AUM$417.9M
Discretionary$417.9M
Non-Disc.$0
Employees10
Clients200
DateMar 2015
Total AUM$450.2M
Discretionary$450.2M
Non-Disc.$0
Employees10
Clients200
DateApr 2014
Total AUM$424.5M
Discretionary$424.4M
Non-Disc.$154.1K
Employees10
Clients200
DateMar 2014
Total AUM$424.5M
Discretionary$424.4M
Non-Disc.$154.1K
Employees10
Clients200
DateMar 2013
Total AUM$341.2M
Discretionary$341M
Non-Disc.$155.3K
Employees8
Clients200
DateMar 2012
Total AUM$347.5M
Discretionary$347.3M
Non-Disc.$144.5K
Employees11
Clients200
DateAug 2011
Total AUM$331.6M
Discretionary$331.5M
Non-Disc.$116.9K
Employees--
Clients--
DateMar 2010
Total AUM$293.4M
Discretionary$293.4M
Non-Disc.$0
Employees--
Clients--
DateMar 2009
Total AUM$258.9M
Discretionary$258.9M
Non-Disc.$0
Employees--
Clients--
DateMar 2008
Total AUM$335.6M
Discretionary$335.6M
Non-Disc.$0
Employees--
Clients--
DateAug 2007
Total AUM$317.5M
Discretionary$317.5M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$317.5M
Discretionary$317.5M
Non-Disc.$0
Employees10
Clients--
DateJul 2004
Total AUM$178M
Discretionary$178M
Non-Disc.$0
Employees10
Clients--
DateMar 2004
Total AUM$178M
Discretionary$178M
Non-Disc.$0
Employees10
Clients--
DateNov 2003
Total AUM$154M
Discretionary$154M
Non-Disc.$0
Employees10
Clients--
DateOct 2003
Total AUM$154M
Discretionary$154M
Non-Disc.$0
Employees10
Clients--
DateApr 2002
Total AUM$118M
Discretionary$0
Non-Disc.$118M
Employees10
Clients--