BRETT R. SMITH CPA WEALTH MANAGEMENT, LLC
CRD #113618 SEC #801-68797 LAFAYETTE, CO 303-604-0505
SEC Registered
Total AUM
$40.3M
Discretionary
$40.3M
Employees
1
Clients
26
Accounts
72
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2012 | $40.3M | $40.3M | $0 | 1 | 26 |
| Apr 2011 | $42M | $42M | $0 | 5 | -- |
| Jan 2010 | $40M | $40M | $0 | 5 | -- |
| Jan 2010 | $40M | $40M | $0 | 5 | -- |
| Feb 2008 | $40M | $40M | $0 | 5 | -- |
| Feb 2008 | $40M | $40M | $0 | 5 | -- |
| Jan 2008 | $40M | $40M | $0 | 5 | -- |
DateFeb 2012
Total AUM$40.3M
Discretionary$40.3M
Non-Disc.$0
Employees1
Clients26
DateApr 2011
Total AUM$42M
Discretionary$42M
Non-Disc.$0
Employees5
Clients--
DateJan 2010
Total AUM$40M
Discretionary$40M
Non-Disc.$0
Employees5
Clients--
DateJan 2010
Total AUM$40M
Discretionary$40M
Non-Disc.$0
Employees5
Clients--
DateFeb 2008
Total AUM$40M
Discretionary$40M
Non-Disc.$0
Employees5
Clients--
DateFeb 2008
Total AUM$40M
Discretionary$40M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$40M
Discretionary$40M
Non-Disc.$0
Employees5
Clients--