PRIVATE WEALTH CONSULTANTS LTD
CRD #112602 SEC #801-57364 TOLEDO, OH 419-842-0334
SEC Registered
Total AUM
$246.8M
Discretionary
$192.8M
Employees
10
Clients
26
Accounts
1,725
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2018 | $246.8M | $192.8M | $54.1M | 10 | 0 |
| Oct 2018 | $0 | $0 | $0 | 0 | 0 |
| Aug 2018 | $246.8M | $192.8M | $54.1M | 10 | 0 |
| Apr 2018 | $246.8M | $192.8M | $54.1M | 10 | 0 |
| Apr 2018 | $246.8M | $192.8M | $54.1M | 10 | 0 |
| Mar 2018 | $246.8M | $192.8M | $54.1M | 10 | 0 |
| Sep 2017 | $213.6M | $163M | $50.6M | 10 | 500 |
| Mar 2017 | $213.6M | $163M | $50.6M | 10 | 500 |
| May 2016 | $191M | $135.8M | $55.2M | 10 | 632 |
| Mar 2016 | $191M | $135.8M | $55.2M | 10 | 632 |
| Mar 2016 | $191M | $135.8M | $55.2M | 10 | 632 |
| Aug 2015 | $181.1M | $131.8M | $49.3M | 10 | 100 |
| Aug 2015 | $181.1M | $131.8M | $49.3M | 10 | 100 |
| Jul 2015 | $181.1M | $131.8M | $49.3M | 10 | 100 |
| Apr 2015 | $181.1M | $131.8M | $49.3M | 10 | 100 |
| Mar 2015 | $181.1M | $131.8M | $49.3M | 10 | 100 |
| Jan 2015 | $176.4M | $122.7M | $53.7M | 11 | 26 |
| Aug 2014 | $176.4M | $122.7M | $53.7M | 11 | 26 |
| Jul 2014 | $176.4M | $122.7M | $53.7M | 11 | 26 |
| Mar 2014 | $166.7M | $114.3M | $52.5M | 11 | 26 |
| Mar 2013 | $144.2M | $92.5M | $51.7M | 11 | 26 |
| Jan 2012 | $116.4M | $67.2M | $49.2M | 6 | 26 |
| Jun 2011 | $119.2M | $68.8M | $50.4M | 10 | -- |
| May 2011 | $117M | $67.7M | $49.3M | 10 | -- |
| Mar 2011 | $112.1M | $67M | $45.1M | 10 | -- |
| Feb 2011 | $112.1M | $67M | $45.1M | 10 | -- |
| Dec 2010 | $104.3M | $62.7M | $41.6M | 10 | -- |
| Oct 2010 | $98.7M | $57.4M | $41.3M | 10 | -- |
| Aug 2010 | $82.3M | $51.4M | $30.9M | 10 | -- |
| Jan 2010 | $69.2M | $51.4M | $17.8M | 10 | -- |
| Oct 2009 | $63.9M | $58.2M | $5.6M | 10 | -- |
| Oct 2009 | $63.9M | $58.2M | $5.6M | 10 | -- |
| Sep 2009 | $63.9M | $58.2M | $5.6M | 10 | -- |
| Sep 2009 | $63.9M | $58.2M | $5.6M | 10 | -- |
| Sep 2009 | $63.9M | $58.2M | $5.6M | 10 | -- |
| Jan 2008 | $112.5M | $108.5M | $4M | 10 | -- |
| Aug 2007 | $112.5M | $108.5M | $4M | 10 | -- |
| Jan 2007 | $131.9M | $98.9M | $33M | 10 | -- |
| Jan 2006 | $131.3M | $98.8M | $32.5M | 10 | -- |
| Feb 2005 | $32.5M | $0 | $32.5M | 5 | -- |
| Jan 2005 | $32.5M | $0 | $32.5M | 5 | -- |
| Sep 2004 | $32.5M | $0 | $32.5M | 5 | -- |
| Jan 2004 | $32.5M | $0 | $32.5M | 5 | -- |
DateNov 2018
Total AUM$246.8M
Discretionary$192.8M
Non-Disc.$54.1M
Employees10
Clients0
DateOct 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees0
Clients0
DateAug 2018
Total AUM$246.8M
Discretionary$192.8M
Non-Disc.$54.1M
Employees10
Clients0
DateApr 2018
Total AUM$246.8M
Discretionary$192.8M
Non-Disc.$54.1M
Employees10
Clients0
DateApr 2018
Total AUM$246.8M
Discretionary$192.8M
Non-Disc.$54.1M
Employees10
Clients0
DateMar 2018
Total AUM$246.8M
Discretionary$192.8M
Non-Disc.$54.1M
Employees10
Clients0
DateSep 2017
Total AUM$213.6M
Discretionary$163M
Non-Disc.$50.6M
Employees10
Clients500
DateMar 2017
Total AUM$213.6M
Discretionary$163M
Non-Disc.$50.6M
Employees10
Clients500
DateMay 2016
Total AUM$191M
Discretionary$135.8M
Non-Disc.$55.2M
Employees10
Clients632
DateMar 2016
Total AUM$191M
Discretionary$135.8M
Non-Disc.$55.2M
Employees10
Clients632
DateMar 2016
Total AUM$191M
Discretionary$135.8M
Non-Disc.$55.2M
Employees10
Clients632
DateAug 2015
Total AUM$181.1M
Discretionary$131.8M
Non-Disc.$49.3M
Employees10
Clients100
DateAug 2015
Total AUM$181.1M
Discretionary$131.8M
Non-Disc.$49.3M
Employees10
Clients100
DateJul 2015
Total AUM$181.1M
Discretionary$131.8M
Non-Disc.$49.3M
Employees10
Clients100
DateApr 2015
Total AUM$181.1M
Discretionary$131.8M
Non-Disc.$49.3M
Employees10
Clients100
DateMar 2015
Total AUM$181.1M
Discretionary$131.8M
Non-Disc.$49.3M
Employees10
Clients100
DateJan 2015
Total AUM$176.4M
Discretionary$122.7M
Non-Disc.$53.7M
Employees11
Clients26
DateAug 2014
Total AUM$176.4M
Discretionary$122.7M
Non-Disc.$53.7M
Employees11
Clients26
DateJul 2014
Total AUM$176.4M
Discretionary$122.7M
Non-Disc.$53.7M
Employees11
Clients26
DateMar 2014
Total AUM$166.7M
Discretionary$114.3M
Non-Disc.$52.5M
Employees11
Clients26
DateMar 2013
Total AUM$144.2M
Discretionary$92.5M
Non-Disc.$51.7M
Employees11
Clients26
DateJan 2012
Total AUM$116.4M
Discretionary$67.2M
Non-Disc.$49.2M
Employees6
Clients26
DateJun 2011
Total AUM$119.2M
Discretionary$68.8M
Non-Disc.$50.4M
Employees10
Clients--
DateMay 2011
Total AUM$117M
Discretionary$67.7M
Non-Disc.$49.3M
Employees10
Clients--
DateMar 2011
Total AUM$112.1M
Discretionary$67M
Non-Disc.$45.1M
Employees10
Clients--
DateFeb 2011
Total AUM$112.1M
Discretionary$67M
Non-Disc.$45.1M
Employees10
Clients--
DateDec 2010
Total AUM$104.3M
Discretionary$62.7M
Non-Disc.$41.6M
Employees10
Clients--
DateOct 2010
Total AUM$98.7M
Discretionary$57.4M
Non-Disc.$41.3M
Employees10
Clients--
DateAug 2010
Total AUM$82.3M
Discretionary$51.4M
Non-Disc.$30.9M
Employees10
Clients--
DateJan 2010
Total AUM$69.2M
Discretionary$51.4M
Non-Disc.$17.8M
Employees10
Clients--
DateOct 2009
Total AUM$63.9M
Discretionary$58.2M
Non-Disc.$5.6M
Employees10
Clients--
DateOct 2009
Total AUM$63.9M
Discretionary$58.2M
Non-Disc.$5.6M
Employees10
Clients--
DateSep 2009
Total AUM$63.9M
Discretionary$58.2M
Non-Disc.$5.6M
Employees10
Clients--
DateSep 2009
Total AUM$63.9M
Discretionary$58.2M
Non-Disc.$5.6M
Employees10
Clients--
DateSep 2009
Total AUM$63.9M
Discretionary$58.2M
Non-Disc.$5.6M
Employees10
Clients--
DateJan 2008
Total AUM$112.5M
Discretionary$108.5M
Non-Disc.$4M
Employees10
Clients--
DateAug 2007
Total AUM$112.5M
Discretionary$108.5M
Non-Disc.$4M
Employees10
Clients--
DateJan 2007
Total AUM$131.9M
Discretionary$98.9M
Non-Disc.$33M
Employees10
Clients--
DateJan 2006
Total AUM$131.3M
Discretionary$98.8M
Non-Disc.$32.5M
Employees10
Clients--
DateFeb 2005
Total AUM$32.5M
Discretionary$0
Non-Disc.$32.5M
Employees5
Clients--
DateJan 2005
Total AUM$32.5M
Discretionary$0
Non-Disc.$32.5M
Employees5
Clients--
DateSep 2004
Total AUM$32.5M
Discretionary$0
Non-Disc.$32.5M
Employees5
Clients--
DateJan 2004
Total AUM$32.5M
Discretionary$0
Non-Disc.$32.5M
Employees5
Clients--