WUNDERLICH CAPITAL MANAGEMENT, LLC
Legal name: WUNDERLICH CAPITAL MANAGEMENT
CRD #117878 SEC #801-79842 MEMPHIS, TN 901-251-1343
SEC Registered
Total AUM
$231.4M
Discretionary
$231.4M
Employees
1
Clients
0
Accounts
200
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2024 | $231.4M | $231.4M | $0 | 1 | 0 |
| Feb 2023 | $192.2M | $192.2M | $0 | 1 | 0 |
| Jul 2022 | $226.5M | $226.5M | $0 | 1 | 0 |
| Feb 2022 | $226.5M | $226.5M | $0 | 1 | 0 |
| Nov 2021 | $187.1M | $187.1M | $0 | 1 | 0 |
| Mar 2021 | $187.1M | $187.1M | $0 | 1 | 0 |
| Feb 2021 | $187.1M | $187.1M | $0 | 1 | 0 |
| Jul 2020 | $167.2M | $167.2M | $0 | 1 | 0 |
| Jul 2020 | $167.2M | $167.2M | $0 | 1 | 0 |
| Jun 2020 | $167.2M | $167.2M | $0 | 1 | 0 |
| Feb 2020 | $167.2M | $167.2M | $0 | 1 | 0 |
| Nov 2019 | $136.2M | $136.2M | $0 | 1 | 165 |
| Apr 2019 | $136.2M | $136.2M | $0 | 1 | 165 |
| Mar 2019 | $136.2M | $136.2M | $0 | 1 | 165 |
| Jul 2018 | $154M | $154M | $0 | 1 | 0 |
| Apr 2018 | $154M | $154M | $0 | 1 | 0 |
| Feb 2018 | $154M | $154M | $0 | 1 | 0 |
| Feb 2017 | $131.7M | $131.7M | $0 | 1 | 100 |
| Jul 2016 | $124.5M | $124.5M | $0 | 1 | 100 |
| Feb 2016 | $120.6M | $120.6M | $0 | 1 | 100 |
| Feb 2015 | $115.6M | $115.1M | $486.1K | 1 | 100 |
| Jan 2015 | $119.9M | $119.9M | $0 | 1 | 100 |
| May 2014 | $109M | $109M | $0 | 1 | 100 |
| Feb 2012 | $74.5M | $74.5M | $0 | 1 | 26 |
| Apr 2011 | $72.7M | $72.7M | $0 | 5 | -- |
| Mar 2011 | $72.7M | $72.7M | $0 | 5 | -- |
| Apr 2009 | $43.9M | $43.9M | $0 | 5 | -- |
| Jan 2008 | $69.8M | $69.8M | $0 | 5 | -- |
| Feb 2007 | $53.9M | $52.6M | $1.3M | 5 | -- |
| Mar 2006 | $37.4M | $37.4M | $0 | 5 | -- |
| Feb 2006 | $37.4M | $37.4M | $0 | 5 | -- |
| Dec 2005 | $37.4M | $37.4M | $0 | 5 | -- |
DateFeb 2024
Total AUM$231.4M
Discretionary$231.4M
Non-Disc.$0
Employees1
Clients0
DateFeb 2023
Total AUM$192.2M
Discretionary$192.2M
Non-Disc.$0
Employees1
Clients0
DateJul 2022
Total AUM$226.5M
Discretionary$226.5M
Non-Disc.$0
Employees1
Clients0
DateFeb 2022
Total AUM$226.5M
Discretionary$226.5M
Non-Disc.$0
Employees1
Clients0
DateNov 2021
Total AUM$187.1M
Discretionary$187.1M
Non-Disc.$0
Employees1
Clients0
DateMar 2021
Total AUM$187.1M
Discretionary$187.1M
Non-Disc.$0
Employees1
Clients0
DateFeb 2021
Total AUM$187.1M
Discretionary$187.1M
Non-Disc.$0
Employees1
Clients0
DateJul 2020
Total AUM$167.2M
Discretionary$167.2M
Non-Disc.$0
Employees1
Clients0
DateJul 2020
Total AUM$167.2M
Discretionary$167.2M
Non-Disc.$0
Employees1
Clients0
DateJun 2020
Total AUM$167.2M
Discretionary$167.2M
Non-Disc.$0
Employees1
Clients0
DateFeb 2020
Total AUM$167.2M
Discretionary$167.2M
Non-Disc.$0
Employees1
Clients0
DateNov 2019
Total AUM$136.2M
Discretionary$136.2M
Non-Disc.$0
Employees1
Clients165
DateApr 2019
Total AUM$136.2M
Discretionary$136.2M
Non-Disc.$0
Employees1
Clients165
DateMar 2019
Total AUM$136.2M
Discretionary$136.2M
Non-Disc.$0
Employees1
Clients165
DateJul 2018
Total AUM$154M
Discretionary$154M
Non-Disc.$0
Employees1
Clients0
DateApr 2018
Total AUM$154M
Discretionary$154M
Non-Disc.$0
Employees1
Clients0
DateFeb 2018
Total AUM$154M
Discretionary$154M
Non-Disc.$0
Employees1
Clients0
DateFeb 2017
Total AUM$131.7M
Discretionary$131.7M
Non-Disc.$0
Employees1
Clients100
DateJul 2016
Total AUM$124.5M
Discretionary$124.5M
Non-Disc.$0
Employees1
Clients100
DateFeb 2016
Total AUM$120.6M
Discretionary$120.6M
Non-Disc.$0
Employees1
Clients100
DateFeb 2015
Total AUM$115.6M
Discretionary$115.1M
Non-Disc.$486.1K
Employees1
Clients100
DateJan 2015
Total AUM$119.9M
Discretionary$119.9M
Non-Disc.$0
Employees1
Clients100
DateMay 2014
Total AUM$109M
Discretionary$109M
Non-Disc.$0
Employees1
Clients100
DateFeb 2012
Total AUM$74.5M
Discretionary$74.5M
Non-Disc.$0
Employees1
Clients26
DateApr 2011
Total AUM$72.7M
Discretionary$72.7M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$72.7M
Discretionary$72.7M
Non-Disc.$0
Employees5
Clients--
DateApr 2009
Total AUM$43.9M
Discretionary$43.9M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$69.8M
Discretionary$69.8M
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$53.9M
Discretionary$52.6M
Non-Disc.$1.3M
Employees5
Clients--
DateMar 2006
Total AUM$37.4M
Discretionary$37.4M
Non-Disc.$0
Employees5
Clients--
DateFeb 2006
Total AUM$37.4M
Discretionary$37.4M
Non-Disc.$0
Employees5
Clients--
DateDec 2005
Total AUM$37.4M
Discretionary$37.4M
Non-Disc.$0
Employees5
Clients--