ROGERS WEALTH GROUP, INC.
CRD #107409 SEC #801-51602 FORT WORTH, TX 817-334-0351
SEC Registered
Total AUM
$960.8M
Discretionary
$935.6M
Employees
21
Clients
0
Accounts
855
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $960.8M | $935.6M | $25.2M | 21 | 0 |
| Mar 2024 | $838.3M | $815.2M | $23.1M | 21 | 0 |
| Mar 2023 | $876.3M | $855.6M | $20.7M | 23 | 0 |
| Mar 2022 | $1B | $1B | $23.3M | 22 | 0 |
| Mar 2021 | $941M | $925.4M | $15.5M | 21 | 0 |
| Jun 2020 | $869.9M | $856.6M | $13.4M | 23 | 0 |
| Mar 2020 | $869.9M | $856.6M | $13.4M | 23 | 0 |
| Mar 2019 | $806.3M | $795.5M | $10.9M | 25 | 0 |
| Mar 2018 | $874M | $862.6M | $11.4M | 22 | 0 |
| Jan 2018 | $764.9M | $754.7M | $10.2M | 15 | 0 |
| Mar 2017 | $764.9M | $754.7M | $10.2M | 15 | 400 |
| Mar 2016 | $706.1M | $697.6M | $8.5M | 13 | 400 |
| Mar 2015 | $700.9M | $693.6M | $7.3M | 14 | 382 |
| Mar 2014 | $658.2M | $651.4M | $6.8M | 15 | 400 |
| Mar 2013 | $534.4M | $533.8M | $546.8K | 15 | 400 |
| Mar 2012 | $501.9M | $501.4M | $554.6K | 6 | 400 |
| Mar 2011 | $486.1M | $481.5M | $4.6M | 10 | -- |
| Mar 2010 | $395.8M | $392M | $3.8M | 10 | -- |
| Mar 2007 | $369.7M | $365.6M | $4.1M | 10 | -- |
| Mar 2006 | $300.1M | $126M | $174.1M | 10 | -- |
| Sep 2005 | $248.3M | $100.5M | $147.8M | 10 | -- |
| Mar 2004 | $193M | $70.3M | $122.8M | 10 | -- |
| Apr 2002 | $147.7M | $56.3M | $91.4M | 10 | -- |
DateMar 2025
Total AUM$960.8M
Discretionary$935.6M
Non-Disc.$25.2M
Employees21
Clients0
DateMar 2024
Total AUM$838.3M
Discretionary$815.2M
Non-Disc.$23.1M
Employees21
Clients0
DateMar 2023
Total AUM$876.3M
Discretionary$855.6M
Non-Disc.$20.7M
Employees23
Clients0
DateMar 2022
Total AUM$1B
Discretionary$1B
Non-Disc.$23.3M
Employees22
Clients0
DateMar 2021
Total AUM$941M
Discretionary$925.4M
Non-Disc.$15.5M
Employees21
Clients0
DateJun 2020
Total AUM$869.9M
Discretionary$856.6M
Non-Disc.$13.4M
Employees23
Clients0
DateMar 2020
Total AUM$869.9M
Discretionary$856.6M
Non-Disc.$13.4M
Employees23
Clients0
DateMar 2019
Total AUM$806.3M
Discretionary$795.5M
Non-Disc.$10.9M
Employees25
Clients0
DateMar 2018
Total AUM$874M
Discretionary$862.6M
Non-Disc.$11.4M
Employees22
Clients0
DateJan 2018
Total AUM$764.9M
Discretionary$754.7M
Non-Disc.$10.2M
Employees15
Clients0
DateMar 2017
Total AUM$764.9M
Discretionary$754.7M
Non-Disc.$10.2M
Employees15
Clients400
DateMar 2016
Total AUM$706.1M
Discretionary$697.6M
Non-Disc.$8.5M
Employees13
Clients400
DateMar 2015
Total AUM$700.9M
Discretionary$693.6M
Non-Disc.$7.3M
Employees14
Clients382
DateMar 2014
Total AUM$658.2M
Discretionary$651.4M
Non-Disc.$6.8M
Employees15
Clients400
DateMar 2013
Total AUM$534.4M
Discretionary$533.8M
Non-Disc.$546.8K
Employees15
Clients400
DateMar 2012
Total AUM$501.9M
Discretionary$501.4M
Non-Disc.$554.6K
Employees6
Clients400
DateMar 2011
Total AUM$486.1M
Discretionary$481.5M
Non-Disc.$4.6M
Employees10
Clients--
DateMar 2010
Total AUM$395.8M
Discretionary$392M
Non-Disc.$3.8M
Employees10
Clients--
DateMar 2007
Total AUM$369.7M
Discretionary$365.6M
Non-Disc.$4.1M
Employees10
Clients--
DateMar 2006
Total AUM$300.1M
Discretionary$126M
Non-Disc.$174.1M
Employees10
Clients--
DateSep 2005
Total AUM$248.3M
Discretionary$100.5M
Non-Disc.$147.8M
Employees10
Clients--
DateMar 2004
Total AUM$193M
Discretionary$70.3M
Non-Disc.$122.8M
Employees10
Clients--
DateApr 2002
Total AUM$147.7M
Discretionary$56.3M
Non-Disc.$91.4M
Employees10
Clients--