LYDIAN WEALTH MANAGEMENT COMPANY, LLC
CRD #107659 SEC #801-46163 ROCKVILLE, MD 301-770-6300
SEC Registered
Total AUM
$5.7B
Discretionary
$693.9M
Employees
51
Clients
251
Accounts
7,010
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2007 | $5.7B | $693.9M | $5B | 51 | -- |
| Jan 2007 | $4.8B | $35.6M | $4.8B | 51 | -- |
| Mar 2006 | $4.8B | $35.6M | $4.8B | 51 | -- |
| Jan 2005 | $3.6B | $0 | $3.6B | 51 | -- |
| Jul 2004 | $3.6B | $0 | $3.6B | 51 | -- |
| Jun 2004 | $3.6B | $0 | $3.6B | 51 | -- |
| May 2004 | $3.6B | $0 | $3.6B | 51 | -- |
| Dec 2003 | $2.7B | $0 | $2.7B | -- | -- |
| Mar 2002 | $2B | $0 | $2B | -- | -- |
| Jul 2001 | $2.6B | $0 | $2.6B | -- | -- |
| Jul 2001 | $2.6B | $0 | $2.6B | -- | -- |
DateMar 2007
Total AUM$5.7B
Discretionary$693.9M
Non-Disc.$5B
Employees51
Clients--
DateJan 2007
Total AUM$4.8B
Discretionary$35.6M
Non-Disc.$4.8B
Employees51
Clients--
DateMar 2006
Total AUM$4.8B
Discretionary$35.6M
Non-Disc.$4.8B
Employees51
Clients--
DateJan 2005
Total AUM$3.6B
Discretionary$0
Non-Disc.$3.6B
Employees51
Clients--
DateJul 2004
Total AUM$3.6B
Discretionary$0
Non-Disc.$3.6B
Employees51
Clients--
DateJun 2004
Total AUM$3.6B
Discretionary$0
Non-Disc.$3.6B
Employees51
Clients--
DateMay 2004
Total AUM$3.6B
Discretionary$0
Non-Disc.$3.6B
Employees51
Clients--
DateDec 2003
Total AUM$2.7B
Discretionary$0
Non-Disc.$2.7B
Employees--
Clients--
DateMar 2002
Total AUM$2B
Discretionary$0
Non-Disc.$2B
Employees--
Clients--
DateJul 2001
Total AUM$2.6B
Discretionary$0
Non-Disc.$2.6B
Employees--
Clients--
DateJul 2001
Total AUM$2.6B
Discretionary$0
Non-Disc.$2.6B
Employees--
Clients--