CCR WEALTH MANAGEMENT, LLC
CRD #116442 SEC #801-60657 WESTBOROUGH, MA 508-475-3880
SEC Registered
Total AUM
$7M
Discretionary
$0
Employees
6
Clients
26
Accounts
45
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2012 | $7M | $0 | $7M | 6 | 26 |
| Jul 2012 | $7M | $0 | $7M | 6 | 26 |
| Jul 2012 | $7M | $0 | $7M | 6 | 26 |
| Jun 2012 | $7M | $0 | $7M | 6 | 26 |
| Mar 2012 | $7M | $0 | $7M | 6 | 26 |
| Mar 2011 | $25M | $0 | $25M | 10 | -- |
| Jan 2008 | $25M | $0 | $25M | 10 | -- |
| Apr 2007 | $25M | $0 | $25M | 10 | -- |
| Mar 2007 | $250M | $0 | $250M | 10 | -- |
| Jan 2007 | $250M | $0 | $250M | 10 | -- |
| Jan 2006 | $150M | $0 | $150M | 10 | -- |
| Nov 2005 | $130M | $0 | $130M | 10 | -- |
| Nov 2005 | $130M | $0 | $130M | 10 | -- |
| Oct 2005 | $130M | $0 | $130M | 10 | -- |
| Sep 2005 | $130M | $0 | $130M | 10 | -- |
| Jan 2005 | $130M | $0 | $130M | 10 | -- |
| Apr 2004 | $130M | $0 | $130M | 10 | -- |
| Oct 2001 | $75M | $0 | $75M | 10 | -- |
DateJul 2012
Total AUM$7M
Discretionary$0
Non-Disc.$7M
Employees6
Clients26
DateJul 2012
Total AUM$7M
Discretionary$0
Non-Disc.$7M
Employees6
Clients26
DateJul 2012
Total AUM$7M
Discretionary$0
Non-Disc.$7M
Employees6
Clients26
DateJun 2012
Total AUM$7M
Discretionary$0
Non-Disc.$7M
Employees6
Clients26
DateMar 2012
Total AUM$7M
Discretionary$0
Non-Disc.$7M
Employees6
Clients26
DateMar 2011
Total AUM$25M
Discretionary$0
Non-Disc.$25M
Employees10
Clients--
DateJan 2008
Total AUM$25M
Discretionary$0
Non-Disc.$25M
Employees10
Clients--
DateApr 2007
Total AUM$25M
Discretionary$0
Non-Disc.$25M
Employees10
Clients--
DateMar 2007
Total AUM$250M
Discretionary$0
Non-Disc.$250M
Employees10
Clients--
DateJan 2007
Total AUM$250M
Discretionary$0
Non-Disc.$250M
Employees10
Clients--
DateJan 2006
Total AUM$150M
Discretionary$0
Non-Disc.$150M
Employees10
Clients--
DateNov 2005
Total AUM$130M
Discretionary$0
Non-Disc.$130M
Employees10
Clients--
DateNov 2005
Total AUM$130M
Discretionary$0
Non-Disc.$130M
Employees10
Clients--
DateOct 2005
Total AUM$130M
Discretionary$0
Non-Disc.$130M
Employees10
Clients--
DateSep 2005
Total AUM$130M
Discretionary$0
Non-Disc.$130M
Employees10
Clients--
DateJan 2005
Total AUM$130M
Discretionary$0
Non-Disc.$130M
Employees10
Clients--
DateApr 2004
Total AUM$130M
Discretionary$0
Non-Disc.$130M
Employees10
Clients--
DateOct 2001
Total AUM$75M
Discretionary$0
Non-Disc.$75M
Employees10
Clients--