COX WEALTH MANAGEMENT, LLC
CRD #118181 SEC #801-68553 CHATTANOOGA, TN 423-894-3882
SEC Registered
Total AUM
$34.9M
Discretionary
$31.5M
Employees
1
Clients
26
Accounts
136
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2012 | $34.9M | $31.5M | $3.3M | 1 | 150 |
| May 2012 | $34.9M | $31.5M | $3.3M | 1 | 150 |
| Apr 2012 | $34.9M | $31.5M | $3.3M | 1 | 150 |
| Mar 2012 | $41.4M | $26M | $15.4M | 1 | 150 |
| Mar 2011 | $48.6M | $30.3M | $18.4M | 5 | -- |
| Jun 2009 | $28.2M | $22.3M | $5.9M | 5 | -- |
| Apr 2009 | $19.9M | $19.7M | $171.7K | 5 | -- |
| Mar 2008 | $28.8M | $23.5M | $5.3M | 5 | -- |
| Jan 2008 | $28.8M | $0 | $28.8M | 5 | -- |
| Nov 2007 | $28.8M | $0 | $28.8M | 5 | -- |
DateMay 2012
Total AUM$34.9M
Discretionary$31.5M
Non-Disc.$3.3M
Employees1
Clients150
DateMay 2012
Total AUM$34.9M
Discretionary$31.5M
Non-Disc.$3.3M
Employees1
Clients150
DateApr 2012
Total AUM$34.9M
Discretionary$31.5M
Non-Disc.$3.3M
Employees1
Clients150
DateMar 2012
Total AUM$41.4M
Discretionary$26M
Non-Disc.$15.4M
Employees1
Clients150
DateMar 2011
Total AUM$48.6M
Discretionary$30.3M
Non-Disc.$18.4M
Employees5
Clients--
DateJun 2009
Total AUM$28.2M
Discretionary$22.3M
Non-Disc.$5.9M
Employees5
Clients--
DateApr 2009
Total AUM$19.9M
Discretionary$19.7M
Non-Disc.$171.7K
Employees5
Clients--
DateMar 2008
Total AUM$28.8M
Discretionary$23.5M
Non-Disc.$5.3M
Employees5
Clients--
DateJan 2008
Total AUM$28.8M
Discretionary$0
Non-Disc.$28.8M
Employees5
Clients--
DateNov 2007
Total AUM$28.8M
Discretionary$0
Non-Disc.$28.8M
Employees5
Clients--