WEALTH MANAGEMENT LLC
CRD #109074 SEC #801-54769 APPLETON, WI 920-731-3525
SEC Registered
Total AUM
$151.2M
Discretionary
$151.2M
Employees
--
Clients
51
Accounts
679
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2009 | $131.5M | $131.5M | $0 | 10 | -- |
| Jul 2009 | $131.5M | $131.5M | $0 | 10 | -- |
| Apr 2009 | $131.5M | $131.5M | $0 | 10 | -- |
| Mar 2007 | $172.8M | $172.8M | $0 | -- | -- |
| Mar 2006 | $158.5M | $158.5M | $0 | -- | -- |
| Oct 2005 | $151.2M | $151.2M | $0 | -- | -- |
| Sep 2005 | $151.2M | $151.2M | $0 | -- | -- |
| Jan 2005 | $154.4M | $154.4M | $0 | -- | -- |
| Apr 2004 | $154.4M | $154.4M | $0 | -- | -- |
| Mar 2004 | $154.4M | $154.4M | $0 | -- | -- |
| Apr 2002 | $170M | $170M | $0 | 10 | -- |
| Jul 2001 | $185M | $185M | $0 | 10 | -- |
DateOct 2009
Total AUM$131.5M
Discretionary$131.5M
Non-Disc.$0
Employees10
Clients--
DateJul 2009
Total AUM$131.5M
Discretionary$131.5M
Non-Disc.$0
Employees10
Clients--
DateApr 2009
Total AUM$131.5M
Discretionary$131.5M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$172.8M
Discretionary$172.8M
Non-Disc.$0
Employees--
Clients--
DateMar 2006
Total AUM$158.5M
Discretionary$158.5M
Non-Disc.$0
Employees--
Clients--
DateOct 2005
Total AUM$151.2M
Discretionary$151.2M
Non-Disc.$0
Employees--
Clients--
DateSep 2005
Total AUM$151.2M
Discretionary$151.2M
Non-Disc.$0
Employees--
Clients--
DateJan 2005
Total AUM$154.4M
Discretionary$154.4M
Non-Disc.$0
Employees--
Clients--
DateApr 2004
Total AUM$154.4M
Discretionary$154.4M
Non-Disc.$0
Employees--
Clients--
DateMar 2004
Total AUM$154.4M
Discretionary$154.4M
Non-Disc.$0
Employees--
Clients--
DateApr 2002
Total AUM$170M
Discretionary$170M
Non-Disc.$0
Employees10
Clients--
DateJul 2001
Total AUM$185M
Discretionary$185M
Non-Disc.$0
Employees10
Clients--