LBA WEALTH MANAGEMENT, LLC
CRD #113309 SEC #801-70003 JACKSONVILLE, FL 904.396.4015
SEC Registered
Total AUM
$349.7M
Discretionary
$349.7M
Employees
6
Clients
--
Accounts
829
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2017 | $349.7M | $349.7M | $0 | 6 | 300 |
| Mar 2016 | $310.9M | $310.9M | $0 | 25 | 300 |
| Mar 2015 | $310.5M | $310.5M | $0 | 21 | 200 |
| Mar 2014 | $309.7M | $302.4M | $7.3M | 21 | 200 |
| Mar 2013 | $228.9M | $227M | $1.9M | 24 | 200 |
| Mar 2012 | $228.7M | $201.5M | $27.2M | 11 | 200 |
| May 2011 | $234.2M | $205.8M | $28.5M | -- | -- |
| Mar 2011 | $234.2M | $205.8M | $28.5M | -- | -- |
| Mar 2009 | $161.8M | $139M | $22.8M | -- | -- |
DateMar 2017
Total AUM$349.7M
Discretionary$349.7M
Non-Disc.$0
Employees6
Clients300
DateMar 2016
Total AUM$310.9M
Discretionary$310.9M
Non-Disc.$0
Employees25
Clients300
DateMar 2015
Total AUM$310.5M
Discretionary$310.5M
Non-Disc.$0
Employees21
Clients200
DateMar 2014
Total AUM$309.7M
Discretionary$302.4M
Non-Disc.$7.3M
Employees21
Clients200
DateMar 2013
Total AUM$228.9M
Discretionary$227M
Non-Disc.$1.9M
Employees24
Clients200
DateMar 2012
Total AUM$228.7M
Discretionary$201.5M
Non-Disc.$27.2M
Employees11
Clients200
DateMay 2011
Total AUM$234.2M
Discretionary$205.8M
Non-Disc.$28.5M
Employees--
Clients--
DateMar 2011
Total AUM$234.2M
Discretionary$205.8M
Non-Disc.$28.5M
Employees--
Clients--
DateMar 2009
Total AUM$161.8M
Discretionary$139M
Non-Disc.$22.8M
Employees--
Clients--