HERBEIN WEALTH MANAGEMENT, L.L.C.
CRD #118114 SEC #801-63116 WYOMISSING, PA 610-376-8271
SEC Registered
Total AUM
$284M
Discretionary
$283.1M
Employees
5
Clients
101
Accounts
1,109
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2016 | $284M | $283.1M | $857.4K | 5 | 300 |
| Feb 2015 | $288M | $286.3M | $1.7M | 4 | 300 |
| Jul 2014 | $290.1M | $280.1M | $10M | 4 | 300 |
| Mar 2014 | $290.1M | $280.1M | $10M | 4 | 300 |
| Feb 2014 | $290.1M | $280.1M | $10M | 4 | 300 |
| Feb 2013 | $262.6M | $225.5M | $37M | 4 | 300 |
| Jan 2013 | $225.1M | $193.8M | $31.4M | 4 | 300 |
| Oct 2012 | $225.1M | $193.8M | $31.4M | 1 | 300 |
| Feb 2012 | $225.1M | $193.8M | $31.4M | 1 | 300 |
| Mar 2011 | $223.9M | $197.3M | $26.6M | 5 | -- |
| Mar 2010 | $195.5M | $171.9M | $23.6M | 5 | -- |
| Mar 2007 | $163.8M | $141.6M | $22.3M | 5 | -- |
| Feb 2006 | $121.8M | $0 | $121.8M | 5 | -- |
| Jan 2005 | $45.6M | $0 | $45.6M | 5 | -- |
| Apr 2004 | $45.6M | $0 | $45.6M | 5 | -- |
DateMar 2016
Total AUM$284M
Discretionary$283.1M
Non-Disc.$857.4K
Employees5
Clients300
DateFeb 2015
Total AUM$288M
Discretionary$286.3M
Non-Disc.$1.7M
Employees4
Clients300
DateJul 2014
Total AUM$290.1M
Discretionary$280.1M
Non-Disc.$10M
Employees4
Clients300
DateMar 2014
Total AUM$290.1M
Discretionary$280.1M
Non-Disc.$10M
Employees4
Clients300
DateFeb 2014
Total AUM$290.1M
Discretionary$280.1M
Non-Disc.$10M
Employees4
Clients300
DateFeb 2013
Total AUM$262.6M
Discretionary$225.5M
Non-Disc.$37M
Employees4
Clients300
DateJan 2013
Total AUM$225.1M
Discretionary$193.8M
Non-Disc.$31.4M
Employees4
Clients300
DateOct 2012
Total AUM$225.1M
Discretionary$193.8M
Non-Disc.$31.4M
Employees1
Clients300
DateFeb 2012
Total AUM$225.1M
Discretionary$193.8M
Non-Disc.$31.4M
Employees1
Clients300
DateMar 2011
Total AUM$223.9M
Discretionary$197.3M
Non-Disc.$26.6M
Employees5
Clients--
DateMar 2010
Total AUM$195.5M
Discretionary$171.9M
Non-Disc.$23.6M
Employees5
Clients--
DateMar 2007
Total AUM$163.8M
Discretionary$141.6M
Non-Disc.$22.3M
Employees5
Clients--
DateFeb 2006
Total AUM$121.8M
Discretionary$0
Non-Disc.$121.8M
Employees5
Clients--
DateJan 2005
Total AUM$45.6M
Discretionary$0
Non-Disc.$45.6M
Employees5
Clients--
DateApr 2004
Total AUM$45.6M
Discretionary$0
Non-Disc.$45.6M
Employees5
Clients--