MERISTEM FAMILY WEALTH, LLC
Legal name: MERISTEM FAMILY WEALTH
CRD #109141 SEC #801-57126 MINNETONKA, MN 952-835-2577
SEC Registered Private Funds
Total AUM
$5.4B
Discretionary
$3.2B
Employees
41
Clients
0
Accounts
768
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2022 | $5.4B | $3.2B | $2.2B | 41 | 0 |
| Mar 2022 | $5.4B | $3.2B | $2.2B | 41 | 0 |
| Jan 2022 | $4.3B | $1.4B | $2.9B | 38 | 0 |
| Aug 2021 | $4.3B | $1.4B | $2.9B | 38 | 0 |
| Mar 2021 | $4.3B | $1.4B | $2.9B | 38 | 0 |
| Oct 2020 | $3.9B | $1.5B | $2.4B | 36 | 0 |
| Jul 2020 | $3.9B | $1.5B | $2.4B | 36 | 0 |
| Jun 2020 | $3.9B | $1.5B | $2.4B | 36 | 0 |
| Apr 2020 | $3.9B | $1.5B | $2.4B | 36 | 0 |
| Mar 2020 | $3.9B | $1.5B | $2.4B | 36 | 0 |
| Jan 2020 | $3.2B | $1.5B | $1.7B | 39 | 0 |
| Jul 2019 | $3.2B | $1.5B | $1.7B | 39 | 0 |
| Jul 2019 | $3.2B | $1.5B | $1.7B | 39 | 0 |
| May 2019 | $3.2B | $1.5B | $1.7B | 39 | 0 |
| Apr 2019 | $3.2B | $1.5B | $1.7B | 39 | 0 |
| Apr 2019 | $3.2B | $1.5B | $1.7B | 39 | 0 |
| Mar 2019 | $3.2B | $1.5B | $1.7B | 39 | 0 |
| Nov 2018 | $2.6B | $853.9M | $1.8B | 36 | 0 |
| Nov 2018 | $2.6B | $853.9M | $1.8B | 36 | 0 |
| Sep 2018 | $2.6B | $853.9M | $1.8B | 36 | 0 |
| Apr 2018 | $2.6B | $853.9M | $1.8B | 36 | 0 |
| Mar 2018 | $2.6B | $853.9M | $1.8B | 36 | 0 |
| Mar 2018 | $2.6B | $853.9M | $1.8B | 36 | 0 |
| Oct 2017 | $2.3B | $933.4M | $1.4B | 37 | 0 |
| Jul 2017 | $2.3B | $933.4M | $1.4B | 37 | 300 |
| Jun 2017 | $2.3B | $933.4M | $1.4B | 37 | 300 |
| May 2017 | $2.3B | $933.4M | $1.4B | 37 | 300 |
| May 2017 | $2.3B | $933.4M | $1.4B | 37 | 300 |
| Apr 2017 | $2.3B | $933.4M | $1.4B | 37 | 300 |
| Mar 2017 | $2.3B | $933.4M | $1.4B | 37 | 300 |
| Nov 2016 | $2.2B | $905.7M | $1.3B | 35 | 300 |
| Nov 2016 | $2.2B | $905.7M | $1.3B | 35 | 300 |
| Nov 2016 | $2.2B | $905.7M | $1.3B | 35 | 300 |
| Jul 2016 | $2.2B | $905.7M | $1.3B | 35 | 300 |
| Mar 2016 | $2.2B | $905.7M | $1.3B | 35 | 300 |
| Oct 2015 | $2.2B | $937.4M | $1.3B | 40 | 300 |
| Jul 2015 | $2.2B | $937.4M | $1.3B | 40 | 300 |
| Jul 2015 | $2.2B | $937.4M | $1.3B | 40 | 300 |
| May 2015 | $2.2B | $937.4M | $1.3B | 40 | 300 |
| May 2015 | $2.2B | $937.4M | $1.3B | 40 | 300 |
| Apr 2015 | $2.2B | $937.4M | $1.3B | 40 | 300 |
| Mar 2015 | $2.2B | $937.4M | $1.3B | 40 | 300 |
| Aug 2014 | $2B | $939.8M | $1.1B | 41 | 300 |
| Mar 2014 | $2B | $939.8M | $1.1B | 41 | 300 |
| Mar 2014 | $2B | $939.8M | $1.1B | 41 | 300 |
| Mar 2014 | $1.7B | $932.4M | $769.4M | 41 | 300 |
| Feb 2014 | $1.7B | $932.4M | $769.4M | 41 | 300 |
| Jan 2014 | $1.8B | $891.8M | $905.6M | 40 | 300 |
| Sep 2013 | $1.8B | $891.8M | $905.6M | 40 | 300 |
| Aug 2013 | $1.8B | $891.8M | $905.6M | 40 | 300 |
| Apr 2013 | $1.8B | $891.8M | $905.6M | 40 | 300 |
| Mar 2013 | $1.8B | $891.8M | $905.6M | 40 | 300 |
| Jan 2013 | $1.7B | $879.5M | $771.1M | 40 | 300 |
| Nov 2012 | $1.7B | $879.5M | $771.1M | 40 | 300 |
| Aug 2012 | $1.7B | $879.5M | $771.1M | 11 | 300 |
| May 2012 | $1.7B | $879.5M | $771.1M | 11 | 300 |
| Apr 2012 | $1.7B | $879.5M | $771.1M | 11 | 300 |
| Mar 2012 | $1.7B | $879.5M | $771.1M | 11 | 300 |
| Jun 2011 | $1.5B | $751.9M | $789.6M | -- | -- |
| Mar 2011 | $1.5B | $751.9M | $789.6M | -- | -- |
| Mar 2011 | $1.5B | $751.9M | $789.6M | -- | -- |
| Mar 2011 | $1.5B | $751.9M | $789.6M | -- | -- |
| Jan 2011 | $1.1B | $447.4M | $629.6M | -- | -- |
| Nov 2010 | $1.1B | $447.4M | $629.6M | -- | -- |
| Jul 2010 | $1.1B | $447.4M | $629.6M | -- | -- |
| Mar 2009 | $899M | $373.1M | $525.9M | -- | -- |
| Mar 2008 | $972.3M | $375.8M | $596.5M | -- | -- |
| Jan 2008 | $919.3M | $399.2M | $520.1M | -- | -- |
| Oct 2007 | $919.3M | $399.2M | $520.1M | -- | -- |
| Mar 2007 | $919.3M | $399.2M | $520.1M | -- | -- |
| Mar 2007 | $919.3M | $399.2M | $520.1M | -- | -- |
| Mar 2006 | $527.7M | $226.4M | $301.3M | -- | -- |
| Dec 2005 | $337.7M | $208.4M | $129.3M | -- | -- |
| Sep 2005 | $337.7M | $208.4M | $129.3M | -- | -- |
| Apr 2004 | $584.7M | $0 | $584.7M | -- | -- |
| Mar 2002 | $120M | $0 | $120M | -- | -- |
DateAug 2022
Total AUM$5.4B
Discretionary$3.2B
Non-Disc.$2.2B
Employees41
Clients0
DateMar 2022
Total AUM$5.4B
Discretionary$3.2B
Non-Disc.$2.2B
Employees41
Clients0
DateJan 2022
Total AUM$4.3B
Discretionary$1.4B
Non-Disc.$2.9B
Employees38
Clients0
DateAug 2021
Total AUM$4.3B
Discretionary$1.4B
Non-Disc.$2.9B
Employees38
Clients0
DateMar 2021
Total AUM$4.3B
Discretionary$1.4B
Non-Disc.$2.9B
Employees38
Clients0
DateOct 2020
Total AUM$3.9B
Discretionary$1.5B
Non-Disc.$2.4B
Employees36
Clients0
DateJul 2020
Total AUM$3.9B
Discretionary$1.5B
Non-Disc.$2.4B
Employees36
Clients0
DateJun 2020
Total AUM$3.9B
Discretionary$1.5B
Non-Disc.$2.4B
Employees36
Clients0
DateApr 2020
Total AUM$3.9B
Discretionary$1.5B
Non-Disc.$2.4B
Employees36
Clients0
DateMar 2020
Total AUM$3.9B
Discretionary$1.5B
Non-Disc.$2.4B
Employees36
Clients0
DateJan 2020
Total AUM$3.2B
Discretionary$1.5B
Non-Disc.$1.7B
Employees39
Clients0
DateJul 2019
Total AUM$3.2B
Discretionary$1.5B
Non-Disc.$1.7B
Employees39
Clients0
DateJul 2019
Total AUM$3.2B
Discretionary$1.5B
Non-Disc.$1.7B
Employees39
Clients0
DateMay 2019
Total AUM$3.2B
Discretionary$1.5B
Non-Disc.$1.7B
Employees39
Clients0
DateApr 2019
Total AUM$3.2B
Discretionary$1.5B
Non-Disc.$1.7B
Employees39
Clients0
DateApr 2019
Total AUM$3.2B
Discretionary$1.5B
Non-Disc.$1.7B
Employees39
Clients0
DateMar 2019
Total AUM$3.2B
Discretionary$1.5B
Non-Disc.$1.7B
Employees39
Clients0
DateNov 2018
Total AUM$2.6B
Discretionary$853.9M
Non-Disc.$1.8B
Employees36
Clients0
DateNov 2018
Total AUM$2.6B
Discretionary$853.9M
Non-Disc.$1.8B
Employees36
Clients0
DateSep 2018
Total AUM$2.6B
Discretionary$853.9M
Non-Disc.$1.8B
Employees36
Clients0
DateApr 2018
Total AUM$2.6B
Discretionary$853.9M
Non-Disc.$1.8B
Employees36
Clients0
DateMar 2018
Total AUM$2.6B
Discretionary$853.9M
Non-Disc.$1.8B
Employees36
Clients0
DateMar 2018
Total AUM$2.6B
Discretionary$853.9M
Non-Disc.$1.8B
Employees36
Clients0
DateOct 2017
Total AUM$2.3B
Discretionary$933.4M
Non-Disc.$1.4B
Employees37
Clients0
DateJul 2017
Total AUM$2.3B
Discretionary$933.4M
Non-Disc.$1.4B
Employees37
Clients300
DateJun 2017
Total AUM$2.3B
Discretionary$933.4M
Non-Disc.$1.4B
Employees37
Clients300
DateMay 2017
Total AUM$2.3B
Discretionary$933.4M
Non-Disc.$1.4B
Employees37
Clients300
DateMay 2017
Total AUM$2.3B
Discretionary$933.4M
Non-Disc.$1.4B
Employees37
Clients300
DateApr 2017
Total AUM$2.3B
Discretionary$933.4M
Non-Disc.$1.4B
Employees37
Clients300
DateMar 2017
Total AUM$2.3B
Discretionary$933.4M
Non-Disc.$1.4B
Employees37
Clients300
DateNov 2016
Total AUM$2.2B
Discretionary$905.7M
Non-Disc.$1.3B
Employees35
Clients300
DateNov 2016
Total AUM$2.2B
Discretionary$905.7M
Non-Disc.$1.3B
Employees35
Clients300
DateNov 2016
Total AUM$2.2B
Discretionary$905.7M
Non-Disc.$1.3B
Employees35
Clients300
DateJul 2016
Total AUM$2.2B
Discretionary$905.7M
Non-Disc.$1.3B
Employees35
Clients300
DateMar 2016
Total AUM$2.2B
Discretionary$905.7M
Non-Disc.$1.3B
Employees35
Clients300
DateOct 2015
Total AUM$2.2B
Discretionary$937.4M
Non-Disc.$1.3B
Employees40
Clients300
DateJul 2015
Total AUM$2.2B
Discretionary$937.4M
Non-Disc.$1.3B
Employees40
Clients300
DateJul 2015
Total AUM$2.2B
Discretionary$937.4M
Non-Disc.$1.3B
Employees40
Clients300
DateMay 2015
Total AUM$2.2B
Discretionary$937.4M
Non-Disc.$1.3B
Employees40
Clients300
DateMay 2015
Total AUM$2.2B
Discretionary$937.4M
Non-Disc.$1.3B
Employees40
Clients300
DateApr 2015
Total AUM$2.2B
Discretionary$937.4M
Non-Disc.$1.3B
Employees40
Clients300
DateMar 2015
Total AUM$2.2B
Discretionary$937.4M
Non-Disc.$1.3B
Employees40
Clients300
DateAug 2014
Total AUM$2B
Discretionary$939.8M
Non-Disc.$1.1B
Employees41
Clients300
DateMar 2014
Total AUM$2B
Discretionary$939.8M
Non-Disc.$1.1B
Employees41
Clients300
DateMar 2014
Total AUM$2B
Discretionary$939.8M
Non-Disc.$1.1B
Employees41
Clients300
DateMar 2014
Total AUM$1.7B
Discretionary$932.4M
Non-Disc.$769.4M
Employees41
Clients300
DateFeb 2014
Total AUM$1.7B
Discretionary$932.4M
Non-Disc.$769.4M
Employees41
Clients300
DateJan 2014
Total AUM$1.8B
Discretionary$891.8M
Non-Disc.$905.6M
Employees40
Clients300
DateSep 2013
Total AUM$1.8B
Discretionary$891.8M
Non-Disc.$905.6M
Employees40
Clients300
DateAug 2013
Total AUM$1.8B
Discretionary$891.8M
Non-Disc.$905.6M
Employees40
Clients300
DateApr 2013
Total AUM$1.8B
Discretionary$891.8M
Non-Disc.$905.6M
Employees40
Clients300
DateMar 2013
Total AUM$1.8B
Discretionary$891.8M
Non-Disc.$905.6M
Employees40
Clients300
DateJan 2013
Total AUM$1.7B
Discretionary$879.5M
Non-Disc.$771.1M
Employees40
Clients300
DateNov 2012
Total AUM$1.7B
Discretionary$879.5M
Non-Disc.$771.1M
Employees40
Clients300
DateAug 2012
Total AUM$1.7B
Discretionary$879.5M
Non-Disc.$771.1M
Employees11
Clients300
DateMay 2012
Total AUM$1.7B
Discretionary$879.5M
Non-Disc.$771.1M
Employees11
Clients300
DateApr 2012
Total AUM$1.7B
Discretionary$879.5M
Non-Disc.$771.1M
Employees11
Clients300
DateMar 2012
Total AUM$1.7B
Discretionary$879.5M
Non-Disc.$771.1M
Employees11
Clients300
DateJun 2011
Total AUM$1.5B
Discretionary$751.9M
Non-Disc.$789.6M
Employees--
Clients--
DateMar 2011
Total AUM$1.5B
Discretionary$751.9M
Non-Disc.$789.6M
Employees--
Clients--
DateMar 2011
Total AUM$1.5B
Discretionary$751.9M
Non-Disc.$789.6M
Employees--
Clients--
DateMar 2011
Total AUM$1.5B
Discretionary$751.9M
Non-Disc.$789.6M
Employees--
Clients--
DateJan 2011
Total AUM$1.1B
Discretionary$447.4M
Non-Disc.$629.6M
Employees--
Clients--
DateNov 2010
Total AUM$1.1B
Discretionary$447.4M
Non-Disc.$629.6M
Employees--
Clients--
DateJul 2010
Total AUM$1.1B
Discretionary$447.4M
Non-Disc.$629.6M
Employees--
Clients--
DateMar 2009
Total AUM$899M
Discretionary$373.1M
Non-Disc.$525.9M
Employees--
Clients--
DateMar 2008
Total AUM$972.3M
Discretionary$375.8M
Non-Disc.$596.5M
Employees--
Clients--
DateJan 2008
Total AUM$919.3M
Discretionary$399.2M
Non-Disc.$520.1M
Employees--
Clients--
DateOct 2007
Total AUM$919.3M
Discretionary$399.2M
Non-Disc.$520.1M
Employees--
Clients--
DateMar 2007
Total AUM$919.3M
Discretionary$399.2M
Non-Disc.$520.1M
Employees--
Clients--
DateMar 2007
Total AUM$919.3M
Discretionary$399.2M
Non-Disc.$520.1M
Employees--
Clients--
DateMar 2006
Total AUM$527.7M
Discretionary$226.4M
Non-Disc.$301.3M
Employees--
Clients--
DateDec 2005
Total AUM$337.7M
Discretionary$208.4M
Non-Disc.$129.3M
Employees--
Clients--
DateSep 2005
Total AUM$337.7M
Discretionary$208.4M
Non-Disc.$129.3M
Employees--
Clients--
DateApr 2004
Total AUM$584.7M
Discretionary$0
Non-Disc.$584.7M
Employees--
Clients--
DateMar 2002
Total AUM$120M
Discretionary$0
Non-Disc.$120M
Employees--
Clients--