TRAUST SOLLUS WEALTH MANAGEMENT, LLC
CRD #108918 SEC #801-57069 PRINCETON, NJ (609) 779-6700
SEC Registered
Total AUM
$344.4M
Discretionary
$326.5M
Employees
24
Clients
101
Accounts
750
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2018 | $410.5M | $392.4M | $18.1M | 25 | 0 |
| Sep 2017 | $344.4M | $326.5M | $17.8M | 24 | 100 |
| May 2017 | $344.4M | $326.5M | $17.8M | 24 | 100 |
| Mar 2017 | $344.4M | $326.5M | $17.8M | 24 | 100 |
| Mar 2016 | $311.2M | $297.5M | $13.7M | 24 | 100 |
| Sep 2015 | $345.4M | $332.7M | $12.8M | 22 | 100 |
| Mar 2015 | $345.4M | $332.7M | $12.8M | 22 | 100 |
| Mar 2014 | $350.8M | $337M | $13.8M | 19 | 100 |
| Sep 2013 | $295.1M | $283.5M | $11.6M | 17 | 130 |
| Aug 2013 | $295.1M | $283.5M | $11.6M | 17 | 130 |
| Aug 2013 | $295.1M | $283.5M | $11.6M | 17 | 130 |
| Mar 2013 | $295.1M | $283.5M | $11.6M | 17 | 130 |
| Mar 2012 | $262.1M | $252.5M | $9.5M | 11 | 125 |
| Jun 2011 | $243.5M | $232.8M | $10.7M | -- | -- |
| May 2011 | $243.5M | $232.8M | $10.7M | -- | -- |
| Nov 2010 | $189M | $180M | $9M | -- | -- |
| Jun 2010 | $189M | $180M | $9M | -- | -- |
| May 2010 | $189M | $180M | $9M | -- | -- |
| Apr 2010 | $189M | $180M | $9M | -- | -- |
| Feb 2009 | $148.9M | $148.9M | $0 | -- | -- |
| Mar 2008 | $185.5M | $185.5M | $0 | -- | -- |
| Mar 2007 | $177.4M | $177.4M | $0 | -- | -- |
| Mar 2006 | $151M | $151M | $0 | 10 | -- |
| Mar 2004 | $95.7M | $95.4M | $300.8K | 10 | -- |
DateFeb 2018
Total AUM$410.5M
Discretionary$392.4M
Non-Disc.$18.1M
Employees25
Clients0
DateSep 2017
Total AUM$344.4M
Discretionary$326.5M
Non-Disc.$17.8M
Employees24
Clients100
DateMay 2017
Total AUM$344.4M
Discretionary$326.5M
Non-Disc.$17.8M
Employees24
Clients100
DateMar 2017
Total AUM$344.4M
Discretionary$326.5M
Non-Disc.$17.8M
Employees24
Clients100
DateMar 2016
Total AUM$311.2M
Discretionary$297.5M
Non-Disc.$13.7M
Employees24
Clients100
DateSep 2015
Total AUM$345.4M
Discretionary$332.7M
Non-Disc.$12.8M
Employees22
Clients100
DateMar 2015
Total AUM$345.4M
Discretionary$332.7M
Non-Disc.$12.8M
Employees22
Clients100
DateMar 2014
Total AUM$350.8M
Discretionary$337M
Non-Disc.$13.8M
Employees19
Clients100
DateSep 2013
Total AUM$295.1M
Discretionary$283.5M
Non-Disc.$11.6M
Employees17
Clients130
DateAug 2013
Total AUM$295.1M
Discretionary$283.5M
Non-Disc.$11.6M
Employees17
Clients130
DateAug 2013
Total AUM$295.1M
Discretionary$283.5M
Non-Disc.$11.6M
Employees17
Clients130
DateMar 2013
Total AUM$295.1M
Discretionary$283.5M
Non-Disc.$11.6M
Employees17
Clients130
DateMar 2012
Total AUM$262.1M
Discretionary$252.5M
Non-Disc.$9.5M
Employees11
Clients125
DateJun 2011
Total AUM$243.5M
Discretionary$232.8M
Non-Disc.$10.7M
Employees--
Clients--
DateMay 2011
Total AUM$243.5M
Discretionary$232.8M
Non-Disc.$10.7M
Employees--
Clients--
DateNov 2010
Total AUM$189M
Discretionary$180M
Non-Disc.$9M
Employees--
Clients--
DateJun 2010
Total AUM$189M
Discretionary$180M
Non-Disc.$9M
Employees--
Clients--
DateMay 2010
Total AUM$189M
Discretionary$180M
Non-Disc.$9M
Employees--
Clients--
DateApr 2010
Total AUM$189M
Discretionary$180M
Non-Disc.$9M
Employees--
Clients--
DateFeb 2009
Total AUM$148.9M
Discretionary$148.9M
Non-Disc.$0
Employees--
Clients--
DateMar 2008
Total AUM$185.5M
Discretionary$185.5M
Non-Disc.$0
Employees--
Clients--
DateMar 2007
Total AUM$177.4M
Discretionary$177.4M
Non-Disc.$0
Employees--
Clients--
DateMar 2006
Total AUM$151M
Discretionary$151M
Non-Disc.$0
Employees10
Clients--
DateMar 2004
Total AUM$95.7M
Discretionary$95.4M
Non-Disc.$300.8K
Employees10
Clients--