NAUSET WEALTH MANAGEMENT, LLC
CRD #110360 SEC #801-96316 WESTPORT, CT 203-454-7328
SEC Registered
Total AUM
$328.3M
Discretionary
$328.3M
Employees
3
Clients
51
Accounts
596
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2022 | $328.3M | $328.3M | $0 | 3 | 0 |
| Mar 2021 | $271.9M | $271.9M | $0 | 3 | 0 |
| Jun 2020 | $222.8M | $222.8M | $0 | 3 | 0 |
| Mar 2020 | $222.8M | $222.8M | $0 | 3 | 0 |
| Mar 2019 | $174.2M | $174.2M | $0 | 3 | 0 |
| Mar 2018 | $168.8M | $168.8M | $0 | 3 | 0 |
| Mar 2017 | $136.3M | $136.3M | $0 | 3 | 26 |
| Mar 2016 | $118.4M | $118.4M | $0 | 3 | 26 |
| May 2015 | $113.1M | $113.1M | $0 | 2 | 26 |
| Jun 2012 | $69.5M | $69.5M | $0 | 1 | 26 |
| Jun 2012 | $69.5M | $69.5M | $0 | 1 | 26 |
| Apr 2012 | $69.5M | $69.5M | $0 | 1 | 26 |
| Feb 2012 | $69.5M | $69.5M | $0 | 1 | 26 |
| Feb 2011 | $66.9M | $66.9M | $0 | 5 | -- |
| Feb 2011 | $66.9M | $66.9M | $0 | 5 | -- |
DateMar 2022
Total AUM$328.3M
Discretionary$328.3M
Non-Disc.$0
Employees3
Clients0
DateMar 2021
Total AUM$271.9M
Discretionary$271.9M
Non-Disc.$0
Employees3
Clients0
DateJun 2020
Total AUM$222.8M
Discretionary$222.8M
Non-Disc.$0
Employees3
Clients0
DateMar 2020
Total AUM$222.8M
Discretionary$222.8M
Non-Disc.$0
Employees3
Clients0
DateMar 2019
Total AUM$174.2M
Discretionary$174.2M
Non-Disc.$0
Employees3
Clients0
DateMar 2018
Total AUM$168.8M
Discretionary$168.8M
Non-Disc.$0
Employees3
Clients0
DateMar 2017
Total AUM$136.3M
Discretionary$136.3M
Non-Disc.$0
Employees3
Clients26
DateMar 2016
Total AUM$118.4M
Discretionary$118.4M
Non-Disc.$0
Employees3
Clients26
DateMay 2015
Total AUM$113.1M
Discretionary$113.1M
Non-Disc.$0
Employees2
Clients26
DateJun 2012
Total AUM$69.5M
Discretionary$69.5M
Non-Disc.$0
Employees1
Clients26
DateJun 2012
Total AUM$69.5M
Discretionary$69.5M
Non-Disc.$0
Employees1
Clients26
DateApr 2012
Total AUM$69.5M
Discretionary$69.5M
Non-Disc.$0
Employees1
Clients26
DateFeb 2012
Total AUM$69.5M
Discretionary$69.5M
Non-Disc.$0
Employees1
Clients26
DateFeb 2011
Total AUM$66.9M
Discretionary$66.9M
Non-Disc.$0
Employees5
Clients--
DateFeb 2011
Total AUM$66.9M
Discretionary$66.9M
Non-Disc.$0
Employees5
Clients--