WILLINK ASSET MANAGEMENT LLC
CRD #117622 SEC #801-79969 EAST AURORA, NY 716-687-0648
SEC Registered
Total AUM
$53.5M
Discretionary
$49.7M
Employees
2
Clients
26
Accounts
128
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $53.5M | $49.7M | $3.8M | 2 | 0 |
| Mar 2025 | $53.5M | $49.7M | $3.8M | 2 | 0 |
| Dec 2024 | $47.2M | $45.2M | $2M | 3 | 0 |
| Mar 2024 | $47.2M | $45.2M | $2M | 3 | 0 |
| Aug 2023 | $49.4M | $48.4M | $989.1K | 3 | 1 |
| Mar 2023 | $49.4M | $48.4M | $989.1K | 3 | 1 |
| Mar 2022 | $57M | $55M | $2M | 4 | 1 |
| Feb 2022 | $57M | $55M | $2M | 4 | 1 |
| Jan 2022 | $48.2M | $44.3M | $3.9M | 4 | 0 |
| Feb 2021 | $48.2M | $44.3M | $3.9M | 4 | 0 |
| Jul 2020 | $42.2M | $40.4M | $1.8M | 4 | 0 |
| May 2020 | $42.2M | $40.4M | $1.8M | 4 | 0 |
| Mar 2020 | $42.2M | $40.4M | $1.8M | 4 | 0 |
| Mar 2019 | $36.7M | $36.7M | $0 | 4 | 0 |
| Mar 2018 | $33.7M | $32.6M | $1.1M | 4 | 3 |
| Feb 2017 | $30.4M | $28.4M | $2M | 4 | 26 |
| Mar 2016 | $26.6M | $24.2M | $2.4M | 3 | 26 |
| Sep 2015 | $26.1M | $26.1M | $0 | 2 | 26 |
| Mar 2015 | $26.1M | $26.1M | $0 | 2 | 26 |
| Jun 2014 | $25.5M | $25.5M | $0 | 1 | 26 |
DateMay 2025
Total AUM$53.5M
Discretionary$49.7M
Non-Disc.$3.8M
Employees2
Clients0
DateMar 2025
Total AUM$53.5M
Discretionary$49.7M
Non-Disc.$3.8M
Employees2
Clients0
DateDec 2024
Total AUM$47.2M
Discretionary$45.2M
Non-Disc.$2M
Employees3
Clients0
DateMar 2024
Total AUM$47.2M
Discretionary$45.2M
Non-Disc.$2M
Employees3
Clients0
DateAug 2023
Total AUM$49.4M
Discretionary$48.4M
Non-Disc.$989.1K
Employees3
Clients1
DateMar 2023
Total AUM$49.4M
Discretionary$48.4M
Non-Disc.$989.1K
Employees3
Clients1
DateMar 2022
Total AUM$57M
Discretionary$55M
Non-Disc.$2M
Employees4
Clients1
DateFeb 2022
Total AUM$57M
Discretionary$55M
Non-Disc.$2M
Employees4
Clients1
DateJan 2022
Total AUM$48.2M
Discretionary$44.3M
Non-Disc.$3.9M
Employees4
Clients0
DateFeb 2021
Total AUM$48.2M
Discretionary$44.3M
Non-Disc.$3.9M
Employees4
Clients0
DateJul 2020
Total AUM$42.2M
Discretionary$40.4M
Non-Disc.$1.8M
Employees4
Clients0
DateMay 2020
Total AUM$42.2M
Discretionary$40.4M
Non-Disc.$1.8M
Employees4
Clients0
DateMar 2020
Total AUM$42.2M
Discretionary$40.4M
Non-Disc.$1.8M
Employees4
Clients0
DateMar 2019
Total AUM$36.7M
Discretionary$36.7M
Non-Disc.$0
Employees4
Clients0
DateMar 2018
Total AUM$33.7M
Discretionary$32.6M
Non-Disc.$1.1M
Employees4
Clients3
DateFeb 2017
Total AUM$30.4M
Discretionary$28.4M
Non-Disc.$2M
Employees4
Clients26
DateMar 2016
Total AUM$26.6M
Discretionary$24.2M
Non-Disc.$2.4M
Employees3
Clients26
DateSep 2015
Total AUM$26.1M
Discretionary$26.1M
Non-Disc.$0
Employees2
Clients26
DateMar 2015
Total AUM$26.1M
Discretionary$26.1M
Non-Disc.$0
Employees2
Clients26
DateJun 2014
Total AUM$25.5M
Discretionary$25.5M
Non-Disc.$0
Employees1
Clients26