CROWLEY WEALTH MANAGEMENT, INC.
CRD #112368 SEC #801-29207 WILMINGTON, DE 302-994-4700
SEC Registered
Total AUM
$383.4M
Discretionary
$383.4M
Employees
6
Clients
101
Accounts
1,023
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $383.4M | $383.4M | $0 | 6 | 0 |
| Mar 2024 | $350.4M | $350.4M | $0 | 5 | 0 |
| Mar 2023 | $319.9M | $319.9M | $0 | 4 | 0 |
| Mar 2023 | $319.9M | $319.9M | $0 | 4 | 0 |
| Mar 2022 | $339.4M | $339.4M | $0 | 4 | 0 |
| Mar 2021 | $308.8M | $308.8M | $0 | 5 | 0 |
| Jun 2020 | $282.6M | $282.6M | $0 | 5 | 0 |
| Mar 2020 | $282.6M | $282.6M | $0 | 5 | 0 |
| Mar 2019 | $244.7M | $244.7M | $0 | 6 | 0 |
| Mar 2018 | $248.4M | $248.4M | $0 | 4 | 0 |
| Mar 2017 | $221M | $221M | $0 | 2 | 300 |
| Mar 2016 | $205.4M | $205.4M | $0 | 2 | 300 |
| Mar 2015 | $189.7M | $189.7M | $0 | 2 | 300 |
| Mar 2014 | $158.8M | $158.8M | $0 | 2 | 300 |
| Mar 2013 | $127.9M | $126.9M | $994.9K | 3 | 300 |
| Mar 2012 | $107.8M | $107.2M | $580.6K | 1 | 300 |
| Mar 2011 | $103M | $102.5M | $552.8K | 5 | -- |
| Mar 2010 | $90.2M | $89.7M | $500.2K | 5 | -- |
| Mar 2008 | $88M | $87.6M | $431.7K | 5 | -- |
| Mar 2007 | $72M | $71.6M | $421.4K | 5 | -- |
| Mar 2006 | $59.2M | $0 | $59.2M | 5 | -- |
| Mar 2002 | $35.8M | $16.8M | $19M | 5 | -- |
| May 2001 | $34.2M | $17.6M | $16.5M | 5 | -- |
DateMar 2025
Total AUM$383.4M
Discretionary$383.4M
Non-Disc.$0
Employees6
Clients0
DateMar 2024
Total AUM$350.4M
Discretionary$350.4M
Non-Disc.$0
Employees5
Clients0
DateMar 2023
Total AUM$319.9M
Discretionary$319.9M
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$319.9M
Discretionary$319.9M
Non-Disc.$0
Employees4
Clients0
DateMar 2022
Total AUM$339.4M
Discretionary$339.4M
Non-Disc.$0
Employees4
Clients0
DateMar 2021
Total AUM$308.8M
Discretionary$308.8M
Non-Disc.$0
Employees5
Clients0
DateJun 2020
Total AUM$282.6M
Discretionary$282.6M
Non-Disc.$0
Employees5
Clients0
DateMar 2020
Total AUM$282.6M
Discretionary$282.6M
Non-Disc.$0
Employees5
Clients0
DateMar 2019
Total AUM$244.7M
Discretionary$244.7M
Non-Disc.$0
Employees6
Clients0
DateMar 2018
Total AUM$248.4M
Discretionary$248.4M
Non-Disc.$0
Employees4
Clients0
DateMar 2017
Total AUM$221M
Discretionary$221M
Non-Disc.$0
Employees2
Clients300
DateMar 2016
Total AUM$205.4M
Discretionary$205.4M
Non-Disc.$0
Employees2
Clients300
DateMar 2015
Total AUM$189.7M
Discretionary$189.7M
Non-Disc.$0
Employees2
Clients300
DateMar 2014
Total AUM$158.8M
Discretionary$158.8M
Non-Disc.$0
Employees2
Clients300
DateMar 2013
Total AUM$127.9M
Discretionary$126.9M
Non-Disc.$994.9K
Employees3
Clients300
DateMar 2012
Total AUM$107.8M
Discretionary$107.2M
Non-Disc.$580.6K
Employees1
Clients300
DateMar 2011
Total AUM$103M
Discretionary$102.5M
Non-Disc.$552.8K
Employees5
Clients--
DateMar 2010
Total AUM$90.2M
Discretionary$89.7M
Non-Disc.$500.2K
Employees5
Clients--
DateMar 2008
Total AUM$88M
Discretionary$87.6M
Non-Disc.$431.7K
Employees5
Clients--
DateMar 2007
Total AUM$72M
Discretionary$71.6M
Non-Disc.$421.4K
Employees5
Clients--
DateMar 2006
Total AUM$59.2M
Discretionary$0
Non-Disc.$59.2M
Employees5
Clients--
DateMar 2002
Total AUM$35.8M
Discretionary$16.8M
Non-Disc.$19M
Employees5
Clients--
DateMay 2001
Total AUM$34.2M
Discretionary$17.6M
Non-Disc.$16.5M
Employees5
Clients--