WEATHERSTONE CAPITAL MANAGEMENT, INC.
Legal name: WEATHERSTONE CAPITAL MANAGEMENT
CRD #109490 SEC #801-57263 NORTHGLENN, CO 303-452-4374
SEC Registered
Total AUM
$384.9M
Discretionary
$384M
Employees
11
Clients
51
Accounts
2,064
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2019 | $384.9M | $384M | $841.4K | 11 | 10 |
| Mar 2018 | $440.1M | $437M | $3.1M | 9 | 10 |
| Mar 2017 | $446.9M | $443.8M | $3.1M | 8 | 1,800 |
| Nov 2016 | $507.3M | $506.2M | $1.1M | 8 | 2,400 |
| Mar 2016 | $507.3M | $506.2M | $1.1M | 8 | 2,400 |
| Sep 2015 | $788.3M | $786.5M | $1.9M | 12 | 5,000 |
| Mar 2015 | $788.3M | $786.5M | $1.9M | 12 | 5,000 |
| Nov 2014 | $1.1B | $1.1B | $0 | 13 | 4,000 |
| Oct 2014 | $1.1B | $1.1B | $0 | 13 | 4,000 |
| Jul 2014 | $1.2B | $1.2B | $42.3M | 13 | 4,000 |
| Mar 2014 | $1.2B | $1.2B | $42.3M | 13 | 4,000 |
| Jan 2014 | $1.1B | $1.1B | $2.4M | 12 | 4,000 |
| Sep 2013 | $1.1B | $1.1B | $2.4M | 12 | 4,000 |
| May 2013 | $1.1B | $1.1B | $2.4M | 12 | 4,000 |
| Mar 2013 | $1.1B | $1.1B | $2.4M | 12 | 4,000 |
| Jan 2013 | $1B | $1B | $6.2M | 13 | 4,200 |
| Jan 2013 | $1B | $1B | $6.2M | 13 | 4,200 |
| Sep 2012 | $1B | $1B | $6.2M | 11 | 4,200 |
| Feb 2012 | $1B | $1B | $4.6M | 11 | 4,200 |
| Apr 2011 | $859.4M | $854.5M | $4.9M | -- | -- |
| Apr 2011 | $859.4M | $854.5M | $4.9M | -- | -- |
| Apr 2011 | $857.6M | $854.5M | $3.1M | -- | -- |
| Mar 2011 | $857.6M | $854.5M | $3.1M | -- | -- |
| Aug 2010 | $426.2M | $425.1M | $1.1M | -- | -- |
| Jun 2010 | $426.2M | $425.1M | $1.1M | -- | -- |
| Apr 2010 | $426.2M | $425.1M | $1.1M | -- | -- |
| Apr 2010 | $426.2M | $425.1M | $1.1M | -- | -- |
| Jan 2010 | $152.5M | $140.8M | $11.7M | 10 | -- |
| Oct 2009 | $152.5M | $140.8M | $11.7M | 10 | -- |
| Sep 2009 | $152.5M | $140.8M | $11.7M | 10 | -- |
| Jul 2009 | $152.5M | $140.8M | $11.7M | 10 | -- |
| Apr 2009 | $152.5M | $140.8M | $11.7M | 10 | -- |
| Mar 2008 | $137.2M | $121.8M | $15.4M | 10 | -- |
| May 2007 | $124.6M | $110.5M | $14.1M | 10 | -- |
| Mar 2007 | $124.6M | $110.5M | $14.1M | 10 | -- |
| Mar 2007 | $116M | $104.4M | $11.6M | 5 | -- |
| Dec 2006 | $116M | $104.4M | $11.6M | 5 | -- |
| Nov 2006 | $116M | $104.4M | $11.6M | 5 | -- |
| Mar 2006 | $116M | $104.4M | $11.6M | 5 | -- |
| Dec 2005 | $104.5M | $93M | $11.5M | 5 | -- |
| Dec 2005 | $104.5M | $93M | $11.5M | 5 | -- |
| Dec 2003 | $39.2M | $34M | $5.1M | 5 | -- |
| Mar 2002 | $34.4M | $31.2M | $3.2M | 5 | -- |
| Jul 2001 | $48M | $39.2M | $8.8M | 5 | -- |
| Jul 2001 | $48M | $39.2M | $8.8M | 5 | -- |
DateMar 2019
Total AUM$384.9M
Discretionary$384M
Non-Disc.$841.4K
Employees11
Clients10
DateMar 2018
Total AUM$440.1M
Discretionary$437M
Non-Disc.$3.1M
Employees9
Clients10
DateMar 2017
Total AUM$446.9M
Discretionary$443.8M
Non-Disc.$3.1M
Employees8
Clients1,800
DateNov 2016
Total AUM$507.3M
Discretionary$506.2M
Non-Disc.$1.1M
Employees8
Clients2,400
DateMar 2016
Total AUM$507.3M
Discretionary$506.2M
Non-Disc.$1.1M
Employees8
Clients2,400
DateSep 2015
Total AUM$788.3M
Discretionary$786.5M
Non-Disc.$1.9M
Employees12
Clients5,000
DateMar 2015
Total AUM$788.3M
Discretionary$786.5M
Non-Disc.$1.9M
Employees12
Clients5,000
DateNov 2014
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees13
Clients4,000
DateOct 2014
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees13
Clients4,000
DateJul 2014
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$42.3M
Employees13
Clients4,000
DateMar 2014
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$42.3M
Employees13
Clients4,000
DateJan 2014
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$2.4M
Employees12
Clients4,000
DateSep 2013
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$2.4M
Employees12
Clients4,000
DateMay 2013
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$2.4M
Employees12
Clients4,000
DateMar 2013
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$2.4M
Employees12
Clients4,000
DateJan 2013
Total AUM$1B
Discretionary$1B
Non-Disc.$6.2M
Employees13
Clients4,200
DateJan 2013
Total AUM$1B
Discretionary$1B
Non-Disc.$6.2M
Employees13
Clients4,200
DateSep 2012
Total AUM$1B
Discretionary$1B
Non-Disc.$6.2M
Employees11
Clients4,200
DateFeb 2012
Total AUM$1B
Discretionary$1B
Non-Disc.$4.6M
Employees11
Clients4,200
DateApr 2011
Total AUM$859.4M
Discretionary$854.5M
Non-Disc.$4.9M
Employees--
Clients--
DateApr 2011
Total AUM$859.4M
Discretionary$854.5M
Non-Disc.$4.9M
Employees--
Clients--
DateApr 2011
Total AUM$857.6M
Discretionary$854.5M
Non-Disc.$3.1M
Employees--
Clients--
DateMar 2011
Total AUM$857.6M
Discretionary$854.5M
Non-Disc.$3.1M
Employees--
Clients--
DateAug 2010
Total AUM$426.2M
Discretionary$425.1M
Non-Disc.$1.1M
Employees--
Clients--
DateJun 2010
Total AUM$426.2M
Discretionary$425.1M
Non-Disc.$1.1M
Employees--
Clients--
DateApr 2010
Total AUM$426.2M
Discretionary$425.1M
Non-Disc.$1.1M
Employees--
Clients--
DateApr 2010
Total AUM$426.2M
Discretionary$425.1M
Non-Disc.$1.1M
Employees--
Clients--
DateJan 2010
Total AUM$152.5M
Discretionary$140.8M
Non-Disc.$11.7M
Employees10
Clients--
DateOct 2009
Total AUM$152.5M
Discretionary$140.8M
Non-Disc.$11.7M
Employees10
Clients--
DateSep 2009
Total AUM$152.5M
Discretionary$140.8M
Non-Disc.$11.7M
Employees10
Clients--
DateJul 2009
Total AUM$152.5M
Discretionary$140.8M
Non-Disc.$11.7M
Employees10
Clients--
DateApr 2009
Total AUM$152.5M
Discretionary$140.8M
Non-Disc.$11.7M
Employees10
Clients--
DateMar 2008
Total AUM$137.2M
Discretionary$121.8M
Non-Disc.$15.4M
Employees10
Clients--
DateMay 2007
Total AUM$124.6M
Discretionary$110.5M
Non-Disc.$14.1M
Employees10
Clients--
DateMar 2007
Total AUM$124.6M
Discretionary$110.5M
Non-Disc.$14.1M
Employees10
Clients--
DateMar 2007
Total AUM$116M
Discretionary$104.4M
Non-Disc.$11.6M
Employees5
Clients--
DateDec 2006
Total AUM$116M
Discretionary$104.4M
Non-Disc.$11.6M
Employees5
Clients--
DateNov 2006
Total AUM$116M
Discretionary$104.4M
Non-Disc.$11.6M
Employees5
Clients--
DateMar 2006
Total AUM$116M
Discretionary$104.4M
Non-Disc.$11.6M
Employees5
Clients--
DateDec 2005
Total AUM$104.5M
Discretionary$93M
Non-Disc.$11.5M
Employees5
Clients--
DateDec 2005
Total AUM$104.5M
Discretionary$93M
Non-Disc.$11.5M
Employees5
Clients--
DateDec 2003
Total AUM$39.2M
Discretionary$34M
Non-Disc.$5.1M
Employees5
Clients--
DateMar 2002
Total AUM$34.4M
Discretionary$31.2M
Non-Disc.$3.2M
Employees5
Clients--
DateJul 2001
Total AUM$48M
Discretionary$39.2M
Non-Disc.$8.8M
Employees5
Clients--
DateJul 2001
Total AUM$48M
Discretionary$39.2M
Non-Disc.$8.8M
Employees5
Clients--