ML & R WEALTH MANAGEMENT LLC
Legal name: ML&R WEALTH MANAGEMENT LLC
CRD #109359 SEC #801-57128 AUSTIN, TX 512-275-2700
SEC Registered
Total AUM
$1.8B
Discretionary
$1.8B
Employees
24
Clients
0
Accounts
2,375
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2024 | $1.8B | $1.8B | $4.8M | 24 | 0 |
| Aug 2023 | $1.5B | $1.5B | $9.9M | 25 | 1 |
| Mar 2023 | $1.5B | $1.5B | $9.9M | 25 | 1 |
| Mar 2023 | $1.5B | $1.5B | $9.9M | 25 | 1 |
| Mar 2022 | $1.5B | $1.5B | $9.2M | 19 | 0 |
| Mar 2022 | $1.5B | $1.5B | $9.2M | 19 | 0 |
| Oct 2021 | $1.3B | $1.3B | $9M | 16 | 0 |
| Jun 2021 | $1.3B | $1.3B | $9M | 16 | 0 |
| Feb 2021 | $1.3B | $1.3B | $9M | 16 | 0 |
| May 2020 | $1.1B | $1.1B | $8.9M | 15 | 0 |
| May 2020 | $1.1B | $1.1B | $8.9M | 15 | 0 |
| Feb 2020 | $1.1B | $1.1B | $8.9M | 15 | 0 |
| Aug 2019 | $905.1M | $897.8M | $7.3M | 13 | 0 |
| Mar 2019 | $905.1M | $897.8M | $7.3M | 13 | 0 |
| May 2018 | $925.8M | $890.9M | $35M | 14 | 0 |
| Mar 2018 | $925.8M | $890.9M | $35M | 14 | 0 |
| Aug 2017 | $773.4M | $744.5M | $28.9M | 14 | 400 |
| Jul 2017 | $773.4M | $744.5M | $28.9M | 14 | 400 |
| Feb 2017 | $773.4M | $744.5M | $28.9M | 14 | 400 |
| Sep 2016 | $625.7M | $591.3M | $34.3M | 13 | 300 |
| Jul 2016 | $625.7M | $591.3M | $34.3M | 13 | 300 |
| Mar 2016 | $625.7M | $591.3M | $34.3M | 13 | 300 |
| Jun 2015 | $589.4M | $560.3M | $29M | 12 | 300 |
| Mar 2015 | $589.4M | $560.3M | $29M | 12 | 300 |
| Mar 2014 | $543.9M | $518.7M | $25.2M | 11 | 300 |
| Nov 2013 | $440.7M | $440.7M | $0 | 10 | 200 |
| Oct 2013 | $396.4M | $396.4M | $0 | 10 | 200 |
| Oct 2013 | $396.4M | $396.4M | $0 | 10 | 200 |
| Mar 2013 | $396.4M | $396.4M | $0 | 10 | 200 |
| Mar 2012 | $350.5M | $350.5M | $0 | 11 | 156 |
| Oct 2010 | $276M | $273M | $3M | -- | -- |
| Mar 2010 | $276M | $273M | $3M | -- | -- |
| Mar 2008 | $213.5M | $207.8M | $5.8M | -- | -- |
| Mar 2007 | $246.6M | $198.7M | $47.9M | 10 | -- |
| Mar 2006 | $173.5M | $144.2M | $29.3M | 10 | -- |
| Jun 2005 | $130.9M | $119.1M | $11.8M | 5 | -- |
| Aug 2004 | $101.2M | $100.8M | $357.5K | 5 | -- |
| Mar 2004 | $101.2M | $100.8M | $357.5K | 5 | -- |
| Mar 2002 | $46.5M | $46.5M | $0 | 10 | -- |
DateMar 2024
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$4.8M
Employees24
Clients0
DateAug 2023
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$9.9M
Employees25
Clients1
DateMar 2023
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$9.9M
Employees25
Clients1
DateMar 2023
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$9.9M
Employees25
Clients1
DateMar 2022
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$9.2M
Employees19
Clients0
DateMar 2022
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$9.2M
Employees19
Clients0
DateOct 2021
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$9M
Employees16
Clients0
DateJun 2021
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$9M
Employees16
Clients0
DateFeb 2021
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$9M
Employees16
Clients0
DateMay 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$8.9M
Employees15
Clients0
DateMay 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$8.9M
Employees15
Clients0
DateFeb 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$8.9M
Employees15
Clients0
DateAug 2019
Total AUM$905.1M
Discretionary$897.8M
Non-Disc.$7.3M
Employees13
Clients0
DateMar 2019
Total AUM$905.1M
Discretionary$897.8M
Non-Disc.$7.3M
Employees13
Clients0
DateMay 2018
Total AUM$925.8M
Discretionary$890.9M
Non-Disc.$35M
Employees14
Clients0
DateMar 2018
Total AUM$925.8M
Discretionary$890.9M
Non-Disc.$35M
Employees14
Clients0
DateAug 2017
Total AUM$773.4M
Discretionary$744.5M
Non-Disc.$28.9M
Employees14
Clients400
DateJul 2017
Total AUM$773.4M
Discretionary$744.5M
Non-Disc.$28.9M
Employees14
Clients400
DateFeb 2017
Total AUM$773.4M
Discretionary$744.5M
Non-Disc.$28.9M
Employees14
Clients400
DateSep 2016
Total AUM$625.7M
Discretionary$591.3M
Non-Disc.$34.3M
Employees13
Clients300
DateJul 2016
Total AUM$625.7M
Discretionary$591.3M
Non-Disc.$34.3M
Employees13
Clients300
DateMar 2016
Total AUM$625.7M
Discretionary$591.3M
Non-Disc.$34.3M
Employees13
Clients300
DateJun 2015
Total AUM$589.4M
Discretionary$560.3M
Non-Disc.$29M
Employees12
Clients300
DateMar 2015
Total AUM$589.4M
Discretionary$560.3M
Non-Disc.$29M
Employees12
Clients300
DateMar 2014
Total AUM$543.9M
Discretionary$518.7M
Non-Disc.$25.2M
Employees11
Clients300
DateNov 2013
Total AUM$440.7M
Discretionary$440.7M
Non-Disc.$0
Employees10
Clients200
DateOct 2013
Total AUM$396.4M
Discretionary$396.4M
Non-Disc.$0
Employees10
Clients200
DateOct 2013
Total AUM$396.4M
Discretionary$396.4M
Non-Disc.$0
Employees10
Clients200
DateMar 2013
Total AUM$396.4M
Discretionary$396.4M
Non-Disc.$0
Employees10
Clients200
DateMar 2012
Total AUM$350.5M
Discretionary$350.5M
Non-Disc.$0
Employees11
Clients156
DateOct 2010
Total AUM$276M
Discretionary$273M
Non-Disc.$3M
Employees--
Clients--
DateMar 2010
Total AUM$276M
Discretionary$273M
Non-Disc.$3M
Employees--
Clients--
DateMar 2008
Total AUM$213.5M
Discretionary$207.8M
Non-Disc.$5.8M
Employees--
Clients--
DateMar 2007
Total AUM$246.6M
Discretionary$198.7M
Non-Disc.$47.9M
Employees10
Clients--
DateMar 2006
Total AUM$173.5M
Discretionary$144.2M
Non-Disc.$29.3M
Employees10
Clients--
DateJun 2005
Total AUM$130.9M
Discretionary$119.1M
Non-Disc.$11.8M
Employees5
Clients--
DateAug 2004
Total AUM$101.2M
Discretionary$100.8M
Non-Disc.$357.5K
Employees5
Clients--
DateMar 2004
Total AUM$101.2M
Discretionary$100.8M
Non-Disc.$357.5K
Employees5
Clients--
DateMar 2002
Total AUM$46.5M
Discretionary$46.5M
Non-Disc.$0
Employees10
Clients--