SOLUTIONS FOR WEALTH MANAGEMENT, LLC
CRD #113570 SEC #801-64327 BOURBONNAIS, IL 815-935-6636
SEC Registered
Total AUM
$173.7M
Discretionary
$173.7M
Employees
6
Clients
11
Accounts
643
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2016 | $173.7M | $173.7M | $0 | 6 | 134 |
| Mar 2015 | $178.2M | $178.2M | $0 | 6 | 134 |
| Mar 2014 | $146.6M | $146.6M | $0 | 6 | 134 |
| Mar 2013 | $128.7M | $128.7M | $0 | 4 | 134 |
| Mar 2012 | $91.1M | $91.1M | $0 | 1 | 134 |
| Dec 2010 | $70.5M | $70.5M | $0 | 5 | -- |
| Mar 2009 | $46.5M | $46.5M | $0 | 5 | -- |
| Mar 2007 | $55.8M | $55.8M | $0 | 5 | -- |
| Feb 2006 | $47.5M | $47.5M | $0 | 5 | -- |
| May 2005 | $37.6M | $37.6M | $0 | 5 | -- |
DateMar 2016
Total AUM$173.7M
Discretionary$173.7M
Non-Disc.$0
Employees6
Clients134
DateMar 2015
Total AUM$178.2M
Discretionary$178.2M
Non-Disc.$0
Employees6
Clients134
DateMar 2014
Total AUM$146.6M
Discretionary$146.6M
Non-Disc.$0
Employees6
Clients134
DateMar 2013
Total AUM$128.7M
Discretionary$128.7M
Non-Disc.$0
Employees4
Clients134
DateMar 2012
Total AUM$91.1M
Discretionary$91.1M
Non-Disc.$0
Employees1
Clients134
DateDec 2010
Total AUM$70.5M
Discretionary$70.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$46.5M
Discretionary$46.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$55.8M
Discretionary$55.8M
Non-Disc.$0
Employees5
Clients--
DateFeb 2006
Total AUM$47.5M
Discretionary$47.5M
Non-Disc.$0
Employees5
Clients--
DateMay 2005
Total AUM$37.6M
Discretionary$37.6M
Non-Disc.$0
Employees5
Clients--