KANE COMPANY WEALTH MANAGEMENT, INC.
CRD #115756 SEC #801-117373 JOHNSTON, IA 515-270-2727
SEC Registered
Total AUM
$220M
Discretionary
$218.2M
Employees
3
Clients
101
Accounts
653
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $220M | $218.2M | $1.8M | 3 | 0 |
| Dec 2024 | $199.9M | $198.5M | $1.4M | 3 | 0 |
| Apr 2024 | $199.9M | $198.5M | $1.4M | 3 | 0 |
| Jan 2024 | $199.9M | $198.5M | $1.4M | 3 | 0 |
| Aug 2023 | $165.5M | $164.1M | $1.4M | 3 | 0 |
| Apr 2023 | $165.5M | $164.1M | $1.4M | 3 | 0 |
| Jan 2023 | $165.5M | $164.1M | $1.4M | 3 | 0 |
| May 2022 | $172.6M | $172.6M | $0 | 5 | 2 |
| Apr 2022 | $172.6M | $172.6M | $0 | 5 | 2 |
| Feb 2022 | $172.6M | $172.6M | $0 | 5 | 2 |
| Mar 2021 | $134.1M | $134.1M | $0 | 4 | 2 |
| Jan 2021 | $134.1M | $134.1M | $0 | 4 | 2 |
| Jun 2020 | $117.8M | $117.8M | $0 | 4 | 0 |
| May 2020 | $117.8M | $117.8M | $0 | 4 | 0 |
| Mar 2020 | $117.8M | $117.8M | $0 | 4 | 0 |
| Sep 2019 | $108.9M | $108.9M | $0 | 4 | 0 |
| Sep 2019 | $108.9M | $108.9M | $0 | 4 | 0 |
| Aug 2019 | $108.9M | $108.9M | $0 | 4 | 0 |
DateJan 2025
Total AUM$220M
Discretionary$218.2M
Non-Disc.$1.8M
Employees3
Clients0
DateDec 2024
Total AUM$199.9M
Discretionary$198.5M
Non-Disc.$1.4M
Employees3
Clients0
DateApr 2024
Total AUM$199.9M
Discretionary$198.5M
Non-Disc.$1.4M
Employees3
Clients0
DateJan 2024
Total AUM$199.9M
Discretionary$198.5M
Non-Disc.$1.4M
Employees3
Clients0
DateAug 2023
Total AUM$165.5M
Discretionary$164.1M
Non-Disc.$1.4M
Employees3
Clients0
DateApr 2023
Total AUM$165.5M
Discretionary$164.1M
Non-Disc.$1.4M
Employees3
Clients0
DateJan 2023
Total AUM$165.5M
Discretionary$164.1M
Non-Disc.$1.4M
Employees3
Clients0
DateMay 2022
Total AUM$172.6M
Discretionary$172.6M
Non-Disc.$0
Employees5
Clients2
DateApr 2022
Total AUM$172.6M
Discretionary$172.6M
Non-Disc.$0
Employees5
Clients2
DateFeb 2022
Total AUM$172.6M
Discretionary$172.6M
Non-Disc.$0
Employees5
Clients2
DateMar 2021
Total AUM$134.1M
Discretionary$134.1M
Non-Disc.$0
Employees4
Clients2
DateJan 2021
Total AUM$134.1M
Discretionary$134.1M
Non-Disc.$0
Employees4
Clients2
DateJun 2020
Total AUM$117.8M
Discretionary$117.8M
Non-Disc.$0
Employees4
Clients0
DateMay 2020
Total AUM$117.8M
Discretionary$117.8M
Non-Disc.$0
Employees4
Clients0
DateMar 2020
Total AUM$117.8M
Discretionary$117.8M
Non-Disc.$0
Employees4
Clients0
DateSep 2019
Total AUM$108.9M
Discretionary$108.9M
Non-Disc.$0
Employees4
Clients0
DateSep 2019
Total AUM$108.9M
Discretionary$108.9M
Non-Disc.$0
Employees4
Clients0
DateAug 2019
Total AUM$108.9M
Discretionary$108.9M
Non-Disc.$0
Employees4
Clients0