WARD WEALTH MANAGEMENT SERVICES, INC.
CRD #117810 SEC #801-68992 STILLWATER, OK 405-372-8440
SEC Registered
Total AUM
$32.8M
Discretionary
$32.8M
Employees
1
Clients
1
Accounts
261
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2012 | $32.8M | $32.8M | $0 | 1 | 26 |
| Mar 2012 | $32.8M | $32.8M | $0 | 1 | 26 |
| Dec 2011 | $27.3M | $27.1M | $130.8K | 1 | 26 |
| Mar 2011 | $30.8M | $26.9M | $3.9M | 5 | -- |
| Mar 2009 | $26.1M | $22.9M | $3.3M | 5 | -- |
| Mar 2008 | $42.2M | $38M | $4.2M | 5 | -- |
DateMay 2012
Total AUM$32.8M
Discretionary$32.8M
Non-Disc.$0
Employees1
Clients26
DateMar 2012
Total AUM$32.8M
Discretionary$32.8M
Non-Disc.$0
Employees1
Clients26
DateDec 2011
Total AUM$27.3M
Discretionary$27.1M
Non-Disc.$130.8K
Employees1
Clients26
DateMar 2011
Total AUM$30.8M
Discretionary$26.9M
Non-Disc.$3.9M
Employees5
Clients--
DateMar 2009
Total AUM$26.1M
Discretionary$22.9M
Non-Disc.$3.3M
Employees5
Clients--
DateMar 2008
Total AUM$42.2M
Discretionary$38M
Non-Disc.$4.2M
Employees5
Clients--