RAINSBERGER WEALTH ADVISORS, INC.
Legal name: RAINSBERGER WEALTH ADVISORS
CRD #108325 SEC #801-38096 COLORADO SPRINGS, CO 719-328-1944
SEC Registered
Total AUM
$355.7M
Discretionary
$333M
Employees
8
Clients
51
Accounts
980
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2024 | $355.7M | $333M | $22.7M | 8 | 0 |
| Aug 2023 | $302.6M | $286.8M | $15.8M | 8 | 0 |
| Mar 2023 | $302.6M | $286.8M | $15.8M | 7 | 0 |
| Dec 2022 | $307.7M | $287.7M | $20M | 7 | 0 |
| Mar 2022 | $307.7M | $287.7M | $20M | 6 | 0 |
| Jun 2021 | $248.4M | $231M | $17.5M | 6 | 0 |
| Mar 2021 | $248.4M | $231M | $17.5M | 6 | 0 |
| Feb 2021 | $211.4M | $194.4M | $17M | 6 | 0 |
| Feb 2021 | $211.4M | $194.4M | $17M | 5 | 0 |
| Jun 2020 | $211.4M | $194.4M | $17M | 5 | 0 |
| Mar 2020 | $211.4M | $194.4M | $17M | 5 | 0 |
| Mar 2019 | $185.2M | $169.2M | $16.1M | 5 | 13 |
| Nov 2018 | $201.3M | $168.2M | $33.1M | 5 | 0 |
| Jun 2018 | $201.3M | $168.2M | $33.1M | 5 | 0 |
| Mar 2018 | $201.3M | $168.2M | $33.1M | 5 | 0 |
| Mar 2017 | $166.8M | $155M | $11.8M | 5 | 100 |
| Oct 2016 | $136.1M | $120.7M | $15.4M | 6 | 100 |
| Mar 2016 | $136.1M | $120.7M | $15.4M | 6 | 100 |
| Mar 2015 | $131.5M | $112.5M | $18.9M | 4 | 100 |
| Mar 2014 | $114.2M | $100.3M | $13.9M | 5 | 100 |
| Jan 2014 | $104.9M | $92.8M | $12M | 4 | 26 |
| Apr 2013 | $104.9M | $92.8M | $12M | 4 | 26 |
| Jan 2013 | $97M | $83M | $14M | 4 | 26 |
| Mar 2012 | $97M | $83M | $14M | 1 | 26 |
| Mar 2011 | $85M | $71M | $14M | 5 | -- |
| Feb 2010 | $69.1M | $58.8M | $10.3M | 5 | -- |
| Oct 2007 | $71.6M | $59.6M | $12M | 5 | -- |
| Mar 2007 | $71.6M | $59.6M | $12M | 5 | -- |
| Mar 2006 | $73.9M | $60.6M | $13.4M | 5 | -- |
| Dec 2005 | $69.8M | $58.7M | $11.1M | 5 | -- |
| Sep 2005 | $70.5M | $56.8M | $13.7M | 5 | -- |
| Mar 2004 | $61.5M | $46.5M | $15M | 5 | -- |
| May 2002 | $127.2M | $99M | $28.2M | 5 | -- |
DateMar 2024
Total AUM$355.7M
Discretionary$333M
Non-Disc.$22.7M
Employees8
Clients0
DateAug 2023
Total AUM$302.6M
Discretionary$286.8M
Non-Disc.$15.8M
Employees8
Clients0
DateMar 2023
Total AUM$302.6M
Discretionary$286.8M
Non-Disc.$15.8M
Employees7
Clients0
DateDec 2022
Total AUM$307.7M
Discretionary$287.7M
Non-Disc.$20M
Employees7
Clients0
DateMar 2022
Total AUM$307.7M
Discretionary$287.7M
Non-Disc.$20M
Employees6
Clients0
DateJun 2021
Total AUM$248.4M
Discretionary$231M
Non-Disc.$17.5M
Employees6
Clients0
DateMar 2021
Total AUM$248.4M
Discretionary$231M
Non-Disc.$17.5M
Employees6
Clients0
DateFeb 2021
Total AUM$211.4M
Discretionary$194.4M
Non-Disc.$17M
Employees6
Clients0
DateFeb 2021
Total AUM$211.4M
Discretionary$194.4M
Non-Disc.$17M
Employees5
Clients0
DateJun 2020
Total AUM$211.4M
Discretionary$194.4M
Non-Disc.$17M
Employees5
Clients0
DateMar 2020
Total AUM$211.4M
Discretionary$194.4M
Non-Disc.$17M
Employees5
Clients0
DateMar 2019
Total AUM$185.2M
Discretionary$169.2M
Non-Disc.$16.1M
Employees5
Clients13
DateNov 2018
Total AUM$201.3M
Discretionary$168.2M
Non-Disc.$33.1M
Employees5
Clients0
DateJun 2018
Total AUM$201.3M
Discretionary$168.2M
Non-Disc.$33.1M
Employees5
Clients0
DateMar 2018
Total AUM$201.3M
Discretionary$168.2M
Non-Disc.$33.1M
Employees5
Clients0
DateMar 2017
Total AUM$166.8M
Discretionary$155M
Non-Disc.$11.8M
Employees5
Clients100
DateOct 2016
Total AUM$136.1M
Discretionary$120.7M
Non-Disc.$15.4M
Employees6
Clients100
DateMar 2016
Total AUM$136.1M
Discretionary$120.7M
Non-Disc.$15.4M
Employees6
Clients100
DateMar 2015
Total AUM$131.5M
Discretionary$112.5M
Non-Disc.$18.9M
Employees4
Clients100
DateMar 2014
Total AUM$114.2M
Discretionary$100.3M
Non-Disc.$13.9M
Employees5
Clients100
DateJan 2014
Total AUM$104.9M
Discretionary$92.8M
Non-Disc.$12M
Employees4
Clients26
DateApr 2013
Total AUM$104.9M
Discretionary$92.8M
Non-Disc.$12M
Employees4
Clients26
DateJan 2013
Total AUM$97M
Discretionary$83M
Non-Disc.$14M
Employees4
Clients26
DateMar 2012
Total AUM$97M
Discretionary$83M
Non-Disc.$14M
Employees1
Clients26
DateMar 2011
Total AUM$85M
Discretionary$71M
Non-Disc.$14M
Employees5
Clients--
DateFeb 2010
Total AUM$69.1M
Discretionary$58.8M
Non-Disc.$10.3M
Employees5
Clients--
DateOct 2007
Total AUM$71.6M
Discretionary$59.6M
Non-Disc.$12M
Employees5
Clients--
DateMar 2007
Total AUM$71.6M
Discretionary$59.6M
Non-Disc.$12M
Employees5
Clients--
DateMar 2006
Total AUM$73.9M
Discretionary$60.6M
Non-Disc.$13.4M
Employees5
Clients--
DateDec 2005
Total AUM$69.8M
Discretionary$58.7M
Non-Disc.$11.1M
Employees5
Clients--
DateSep 2005
Total AUM$70.5M
Discretionary$56.8M
Non-Disc.$13.7M
Employees5
Clients--
DateMar 2004
Total AUM$61.5M
Discretionary$46.5M
Non-Disc.$15M
Employees5
Clients--
DateMay 2002
Total AUM$127.2M
Discretionary$99M
Non-Disc.$28.2M
Employees5
Clients--