WEALTH RESOURCES GROUP
CRD #110131 SEC #801-112876 WESTLAKE VILLAGE, CA 818-889-6700
SEC Registered
Total AUM
$126.2M
Discretionary
$101.4M
Employees
3
Clients
51
Accounts
480
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2019 | $126.2M | $101.4M | $24.8M | 3 | 0 |
| Oct 2018 | $129.8M | $108.9M | $20.9M | 5 | 0 |
| Apr 2018 | $129.8M | $108.9M | $20.9M | 5 | 0 |
| Apr 2018 | $129.8M | $108.9M | $20.9M | 5 | 0 |
| Apr 2018 | $129.8M | $108.9M | $20.9M | 5 | 0 |
| Mar 2018 | $129.8M | $108.9M | $20.9M | 5 | 0 |
| Mar 2018 | $129.8M | $108.9M | $20.9M | 5 | 0 |
| Aug 2012 | $83.5M | $67.7M | $15.8M | 1 | 200 |
| Jul 2012 | $83.5M | $67.7M | $15.8M | 1 | 200 |
| Jul 2012 | $83.5M | $67.7M | $15.8M | 1 | 200 |
| Jun 2012 | $83.5M | $67.7M | $15.8M | 1 | 200 |
| Mar 2012 | $83.5M | $67.7M | $15.8M | 1 | 200 |
| Jul 2011 | $64.8M | $64.8M | $0 | 5 | -- |
| May 2011 | $64.8M | $64.8M | $0 | 5 | -- |
| Apr 2011 | $64.8M | $64.8M | $0 | 5 | -- |
| Apr 2011 | $64.8M | $64.8M | $0 | 5 | -- |
| Apr 2010 | $61.3M | $50.6M | $10.7M | 5 | -- |
| Jan 2008 | $92.4M | $77M | $15.4M | 5 | -- |
| Oct 2007 | $82.4M | $71M | $11.4M | 5 | -- |
| May 2007 | $82.4M | $71M | $11.4M | 5 | -- |
| Jan 2007 | $82.4M | $71M | $11.4M | 5 | -- |
| Jan 2006 | $69.8M | $57.1M | $12.7M | 5 | -- |
| Oct 2003 | $43.1M | $43.1M | $0 | 5 | -- |
| Mar 2002 | $43.1M | $43.1M | $0 | 5 | -- |
DateMar 2019
Total AUM$126.2M
Discretionary$101.4M
Non-Disc.$24.8M
Employees3
Clients0
DateOct 2018
Total AUM$129.8M
Discretionary$108.9M
Non-Disc.$20.9M
Employees5
Clients0
DateApr 2018
Total AUM$129.8M
Discretionary$108.9M
Non-Disc.$20.9M
Employees5
Clients0
DateApr 2018
Total AUM$129.8M
Discretionary$108.9M
Non-Disc.$20.9M
Employees5
Clients0
DateApr 2018
Total AUM$129.8M
Discretionary$108.9M
Non-Disc.$20.9M
Employees5
Clients0
DateMar 2018
Total AUM$129.8M
Discretionary$108.9M
Non-Disc.$20.9M
Employees5
Clients0
DateMar 2018
Total AUM$129.8M
Discretionary$108.9M
Non-Disc.$20.9M
Employees5
Clients0
DateAug 2012
Total AUM$83.5M
Discretionary$67.7M
Non-Disc.$15.8M
Employees1
Clients200
DateJul 2012
Total AUM$83.5M
Discretionary$67.7M
Non-Disc.$15.8M
Employees1
Clients200
DateJul 2012
Total AUM$83.5M
Discretionary$67.7M
Non-Disc.$15.8M
Employees1
Clients200
DateJun 2012
Total AUM$83.5M
Discretionary$67.7M
Non-Disc.$15.8M
Employees1
Clients200
DateMar 2012
Total AUM$83.5M
Discretionary$67.7M
Non-Disc.$15.8M
Employees1
Clients200
DateJul 2011
Total AUM$64.8M
Discretionary$64.8M
Non-Disc.$0
Employees5
Clients--
DateMay 2011
Total AUM$64.8M
Discretionary$64.8M
Non-Disc.$0
Employees5
Clients--
DateApr 2011
Total AUM$64.8M
Discretionary$64.8M
Non-Disc.$0
Employees5
Clients--
DateApr 2011
Total AUM$64.8M
Discretionary$64.8M
Non-Disc.$0
Employees5
Clients--
DateApr 2010
Total AUM$61.3M
Discretionary$50.6M
Non-Disc.$10.7M
Employees5
Clients--
DateJan 2008
Total AUM$92.4M
Discretionary$77M
Non-Disc.$15.4M
Employees5
Clients--
DateOct 2007
Total AUM$82.4M
Discretionary$71M
Non-Disc.$11.4M
Employees5
Clients--
DateMay 2007
Total AUM$82.4M
Discretionary$71M
Non-Disc.$11.4M
Employees5
Clients--
DateJan 2007
Total AUM$82.4M
Discretionary$71M
Non-Disc.$11.4M
Employees5
Clients--
DateJan 2006
Total AUM$69.8M
Discretionary$57.1M
Non-Disc.$12.7M
Employees5
Clients--
DateOct 2003
Total AUM$43.1M
Discretionary$43.1M
Non-Disc.$0
Employees5
Clients--
DateMar 2002
Total AUM$43.1M
Discretionary$43.1M
Non-Disc.$0
Employees5
Clients--