EXPERIENTIAL WEALTH, INC.
CRD #116983 SEC #801-71422 CABIN JOHN, MD 703-847-4380
SEC Registered
Total AUM
$164.2M
Discretionary
$164.2M
Employees
2
Clients
1
Accounts
19
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2024 | $164.2M | $164.2M | $0 | 2 | 10 |
| Jan 2023 | $169.9M | $151.5M | $18.4M | 3 | 10 |
| Mar 2022 | $191.5M | $170.7M | $20.9M | 3 | 10 |
| Mar 2022 | $191.5M | $170.7M | $20.9M | 3 | 10 |
| Mar 2022 | $191.5M | $170.7M | $20.9M | 3 | 10 |
| Sep 2021 | $164.2M | $144.6M | $19.6M | 3 | 10 |
| Jul 2021 | $164.2M | $144.6M | $19.6M | 3 | 10 |
| May 2021 | $164.2M | $144.6M | $19.6M | 3 | 10 |
| Apr 2021 | $164.2M | $144.6M | $19.6M | 3 | 10 |
| Mar 2021 | $164.2M | $144.6M | $19.6M | 3 | 10 |
| Jan 2021 | $143.4M | $124M | $19.3M | 3 | 12 |
| May 2020 | $143.4M | $124M | $19.3M | 3 | 12 |
| May 2020 | $143.4M | $124M | $19.3M | 3 | 12 |
| Feb 2020 | $143.4M | $124M | $19.3M | 3 | 12 |
| Nov 2019 | $121.2M | $104.1M | $17.1M | 3 | 12 |
| Oct 2019 | $121.2M | $104.1M | $17.1M | 3 | 12 |
| Feb 2019 | $121.2M | $104.1M | $17.1M | 3 | 12 |
| Feb 2019 | $121.2M | $104.1M | $17.1M | 3 | 12 |
| Jun 2018 | $119.1M | $119M | $143K | 3 | 12 |
| May 2018 | $119.1M | $119M | $143K | 3 | 12 |
| May 2018 | $119.1M | $119M | $143K | 3 | 12 |
| Feb 2018 | $119.1M | $119M | $143K | 3 | 12 |
| Feb 2017 | $104.2M | $86.7M | $17.5M | 3 | 11 |
| Mar 2016 | $101M | $84M | $17M | 3 | 26 |
| Mar 2016 | $101M | $84M | $17M | 3 | 26 |
| Mar 2015 | $92M | $73M | $19M | 3 | 26 |
| Sep 2014 | $82M | $63M | $19M | 3 | 26 |
| Aug 2014 | $82M | $63M | $19M | 3 | 26 |
| Mar 2014 | $82M | $63M | $19M | 3 | 26 |
| Mar 2014 | $1B | $63M | $984M | 3 | 26 |
| Feb 2014 | $1B | $63M | $984M | 3 | 26 |
| Jan 2014 | $1B | $63M | $984M | 3 | 26 |
| Mar 2013 | $278M | $57M | $221M | 3 | 26 |
| Mar 2012 | $238M | $51M | $187M | 1 | 26 |
| Mar 2011 | $221.3M | $43.1M | $178.2M | 5 | -- |
| Apr 2010 | $47.4M | $0 | $47.4M | 5 | -- |
DateMar 2024
Total AUM$164.2M
Discretionary$164.2M
Non-Disc.$0
Employees2
Clients10
DateJan 2023
Total AUM$169.9M
Discretionary$151.5M
Non-Disc.$18.4M
Employees3
Clients10
DateMar 2022
Total AUM$191.5M
Discretionary$170.7M
Non-Disc.$20.9M
Employees3
Clients10
DateMar 2022
Total AUM$191.5M
Discretionary$170.7M
Non-Disc.$20.9M
Employees3
Clients10
DateMar 2022
Total AUM$191.5M
Discretionary$170.7M
Non-Disc.$20.9M
Employees3
Clients10
DateSep 2021
Total AUM$164.2M
Discretionary$144.6M
Non-Disc.$19.6M
Employees3
Clients10
DateJul 2021
Total AUM$164.2M
Discretionary$144.6M
Non-Disc.$19.6M
Employees3
Clients10
DateMay 2021
Total AUM$164.2M
Discretionary$144.6M
Non-Disc.$19.6M
Employees3
Clients10
DateApr 2021
Total AUM$164.2M
Discretionary$144.6M
Non-Disc.$19.6M
Employees3
Clients10
DateMar 2021
Total AUM$164.2M
Discretionary$144.6M
Non-Disc.$19.6M
Employees3
Clients10
DateJan 2021
Total AUM$143.4M
Discretionary$124M
Non-Disc.$19.3M
Employees3
Clients12
DateMay 2020
Total AUM$143.4M
Discretionary$124M
Non-Disc.$19.3M
Employees3
Clients12
DateMay 2020
Total AUM$143.4M
Discretionary$124M
Non-Disc.$19.3M
Employees3
Clients12
DateFeb 2020
Total AUM$143.4M
Discretionary$124M
Non-Disc.$19.3M
Employees3
Clients12
DateNov 2019
Total AUM$121.2M
Discretionary$104.1M
Non-Disc.$17.1M
Employees3
Clients12
DateOct 2019
Total AUM$121.2M
Discretionary$104.1M
Non-Disc.$17.1M
Employees3
Clients12
DateFeb 2019
Total AUM$121.2M
Discretionary$104.1M
Non-Disc.$17.1M
Employees3
Clients12
DateFeb 2019
Total AUM$121.2M
Discretionary$104.1M
Non-Disc.$17.1M
Employees3
Clients12
DateJun 2018
Total AUM$119.1M
Discretionary$119M
Non-Disc.$143K
Employees3
Clients12
DateMay 2018
Total AUM$119.1M
Discretionary$119M
Non-Disc.$143K
Employees3
Clients12
DateMay 2018
Total AUM$119.1M
Discretionary$119M
Non-Disc.$143K
Employees3
Clients12
DateFeb 2018
Total AUM$119.1M
Discretionary$119M
Non-Disc.$143K
Employees3
Clients12
DateFeb 2017
Total AUM$104.2M
Discretionary$86.7M
Non-Disc.$17.5M
Employees3
Clients11
DateMar 2016
Total AUM$101M
Discretionary$84M
Non-Disc.$17M
Employees3
Clients26
DateMar 2016
Total AUM$101M
Discretionary$84M
Non-Disc.$17M
Employees3
Clients26
DateMar 2015
Total AUM$92M
Discretionary$73M
Non-Disc.$19M
Employees3
Clients26
DateSep 2014
Total AUM$82M
Discretionary$63M
Non-Disc.$19M
Employees3
Clients26
DateAug 2014
Total AUM$82M
Discretionary$63M
Non-Disc.$19M
Employees3
Clients26
DateMar 2014
Total AUM$82M
Discretionary$63M
Non-Disc.$19M
Employees3
Clients26
DateMar 2014
Total AUM$1B
Discretionary$63M
Non-Disc.$984M
Employees3
Clients26
DateFeb 2014
Total AUM$1B
Discretionary$63M
Non-Disc.$984M
Employees3
Clients26
DateJan 2014
Total AUM$1B
Discretionary$63M
Non-Disc.$984M
Employees3
Clients26
DateMar 2013
Total AUM$278M
Discretionary$57M
Non-Disc.$221M
Employees3
Clients26
DateMar 2012
Total AUM$238M
Discretionary$51M
Non-Disc.$187M
Employees1
Clients26
DateMar 2011
Total AUM$221.3M
Discretionary$43.1M
Non-Disc.$178.2M
Employees5
Clients--
DateApr 2010
Total AUM$47.4M
Discretionary$0
Non-Disc.$47.4M
Employees5
Clients--