LOVELESS WEALTH MANAGEMENT, LLC
CRD #110024 SEC #801-110266 BILLINGS, MT 406-656-9212
SEC Registered
Total AUM
$264.6M
Discretionary
$264.6M
Employees
3
Clients
0
Accounts
714
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2022 | $264.6M | $264.6M | $0 | 3 | 0 |
| Jul 2021 | $205.6M | $205.6M | $0 | 3 | 0 |
| Apr 2021 | $205.6M | $205.6M | $0 | 3 | 0 |
| Mar 2021 | $183.1M | $183.1M | $0 | 3 | 0 |
| Nov 2020 | $183.1M | $183.1M | $0 | 3 | 0 |
| Jul 2020 | $183.1M | $183.1M | $0 | 4 | 0 |
| Jun 2020 | $183.1M | $183.1M | $0 | 4 | 0 |
| Jun 2020 | $183.1M | $183.1M | $0 | 4 | 0 |
| Mar 2020 | $183.1M | $183.1M | $0 | 4 | 0 |
| Apr 2019 | $139.2M | $139.2M | $0 | 4 | 0 |
| Mar 2019 | $139.2M | $139.2M | $0 | 4 | 0 |
| Mar 2018 | $139.2M | $139.2M | $0 | 3 | 0 |
| Mar 2017 | $121.4M | $121.4M | $0 | 3 | 200 |
| May 2012 | $60.4M | $60.4M | $0 | 1 | 26 |
| Mar 2012 | $57.5M | $57.5M | $0 | 1 | 26 |
| Mar 2011 | $53.2M | $53.2M | $0 | 5 | -- |
| Mar 2010 | $47.6M | $47.6M | $0 | 5 | -- |
| Jan 2008 | $88.2M | $88.2M | $0 | 5 | -- |
| Jan 2007 | $88.9M | $88.9M | $0 | 5 | -- |
| Mar 2006 | $55.6M | $55.6M | $0 | 5 | -- |
| Jul 2004 | $48.8M | $48.8M | $0 | 5 | -- |
| Mar 2002 | $32.4M | $32.4M | $0 | 5 | -- |
DateMar 2022
Total AUM$264.6M
Discretionary$264.6M
Non-Disc.$0
Employees3
Clients0
DateJul 2021
Total AUM$205.6M
Discretionary$205.6M
Non-Disc.$0
Employees3
Clients0
DateApr 2021
Total AUM$205.6M
Discretionary$205.6M
Non-Disc.$0
Employees3
Clients0
DateMar 2021
Total AUM$183.1M
Discretionary$183.1M
Non-Disc.$0
Employees3
Clients0
DateNov 2020
Total AUM$183.1M
Discretionary$183.1M
Non-Disc.$0
Employees3
Clients0
DateJul 2020
Total AUM$183.1M
Discretionary$183.1M
Non-Disc.$0
Employees4
Clients0
DateJun 2020
Total AUM$183.1M
Discretionary$183.1M
Non-Disc.$0
Employees4
Clients0
DateJun 2020
Total AUM$183.1M
Discretionary$183.1M
Non-Disc.$0
Employees4
Clients0
DateMar 2020
Total AUM$183.1M
Discretionary$183.1M
Non-Disc.$0
Employees4
Clients0
DateApr 2019
Total AUM$139.2M
Discretionary$139.2M
Non-Disc.$0
Employees4
Clients0
DateMar 2019
Total AUM$139.2M
Discretionary$139.2M
Non-Disc.$0
Employees4
Clients0
DateMar 2018
Total AUM$139.2M
Discretionary$139.2M
Non-Disc.$0
Employees3
Clients0
DateMar 2017
Total AUM$121.4M
Discretionary$121.4M
Non-Disc.$0
Employees3
Clients200
DateMay 2012
Total AUM$60.4M
Discretionary$60.4M
Non-Disc.$0
Employees1
Clients26
DateMar 2012
Total AUM$57.5M
Discretionary$57.5M
Non-Disc.$0
Employees1
Clients26
DateMar 2011
Total AUM$53.2M
Discretionary$53.2M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$47.6M
Discretionary$47.6M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$88.2M
Discretionary$88.2M
Non-Disc.$0
Employees5
Clients--
DateJan 2007
Total AUM$88.9M
Discretionary$88.9M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$55.6M
Discretionary$55.6M
Non-Disc.$0
Employees5
Clients--
DateJul 2004
Total AUM$48.8M
Discretionary$48.8M
Non-Disc.$0
Employees5
Clients--
DateMar 2002
Total AUM$32.4M
Discretionary$32.4M
Non-Disc.$0
Employees5
Clients--