INSERO WEALTH STRATEGIES LLC
CRD #108945 SEC #801-78029 ROCHESTER, NY 585-454-6996
SEC Registered
Total AUM
$147.7M
Discretionary
$147.7M
Employees
3
Clients
1
Accounts
322
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2019 | $147.7M | $147.7M | $0 | 3 | 2 |
| Feb 2019 | $147.7M | $147.7M | $0 | 3 | 2 |
| Nov 2018 | $142.3M | $142.3M | $0 | 3 | 2 |
| Mar 2018 | $142.3M | $142.3M | $0 | 3 | 2 |
| Feb 2017 | $118.5M | $118.5M | $0 | 3 | 26 |
| Mar 2016 | $88M | $88M | $0 | 3 | 26 |
| Mar 2015 | $72M | $72M | $0 | 3 | 26 |
| Nov 2014 | $65.2M | $65.2M | $0 | 2 | 26 |
| Feb 2014 | $65.2M | $65.2M | $0 | 2 | 26 |
| Aug 2013 | $60M | $60M | $0 | 2 | 26 |
| May 2013 | $60M | $60M | $0 | 2 | 26 |
| Mar 2002 | $163.8M | $0 | $163.8M | -- | -- |
DateApr 2019
Total AUM$147.7M
Discretionary$147.7M
Non-Disc.$0
Employees3
Clients2
DateFeb 2019
Total AUM$147.7M
Discretionary$147.7M
Non-Disc.$0
Employees3
Clients2
DateNov 2018
Total AUM$142.3M
Discretionary$142.3M
Non-Disc.$0
Employees3
Clients2
DateMar 2018
Total AUM$142.3M
Discretionary$142.3M
Non-Disc.$0
Employees3
Clients2
DateFeb 2017
Total AUM$118.5M
Discretionary$118.5M
Non-Disc.$0
Employees3
Clients26
DateMar 2016
Total AUM$88M
Discretionary$88M
Non-Disc.$0
Employees3
Clients26
DateMar 2015
Total AUM$72M
Discretionary$72M
Non-Disc.$0
Employees3
Clients26
DateNov 2014
Total AUM$65.2M
Discretionary$65.2M
Non-Disc.$0
Employees2
Clients26
DateFeb 2014
Total AUM$65.2M
Discretionary$65.2M
Non-Disc.$0
Employees2
Clients26
DateAug 2013
Total AUM$60M
Discretionary$60M
Non-Disc.$0
Employees2
Clients26
DateMay 2013
Total AUM$60M
Discretionary$60M
Non-Disc.$0
Employees2
Clients26
DateMar 2002
Total AUM$163.8M
Discretionary$0
Non-Disc.$163.8M
Employees--
Clients--