PIERMONT WEALTH MANAGEMENT INC.
CRD #119376 SEC #801-61254 MELVILLE, NY 631-454-1585
SEC Registered
Total AUM
$221.4M
Discretionary
$221.4M
Employees
3
Clients
1
Accounts
411
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2024 | $221.4M | $221.4M | $0 | 3 | 0 |
| Mar 2024 | $221.4M | $221.4M | $0 | 3 | 0 |
| Mar 2023 | $216.7M | $216.7M | $0 | 4 | 0 |
| Mar 2023 | $216.7M | $216.7M | $0 | 4 | 0 |
| Oct 2022 | $235.5M | $235.5M | $0 | 3 | 0 |
| Apr 2022 | $235.5M | $235.5M | $0 | 3 | 0 |
| Mar 2022 | $235.5M | $235.5M | $0 | 3 | 0 |
| Aug 2021 | $227.3M | $227.3M | $0 | 5 | 0 |
| Mar 2021 | $227.3M | $227.3M | $0 | 5 | 0 |
| Mar 2021 | $227.3M | $227.3M | $0 | 5 | 0 |
| Jun 2020 | $220.3M | $220.3M | $0 | 5 | 0 |
| Mar 2020 | $220.3M | $220.3M | $0 | 5 | 0 |
| Oct 2019 | $194.8M | $194.8M | $0 | 5 | 0 |
| Mar 2019 | $194.8M | $194.8M | $0 | 5 | 0 |
| Aug 2018 | $200M | $200M | $0 | 4 | 0 |
| Mar 2018 | $200M | $200M | $0 | 4 | 0 |
| Mar 2017 | $179.9M | $179.9M | $0 | 5 | 200 |
| Oct 2016 | $176.9M | $176.9M | $0 | 5 | 200 |
| May 2016 | $170.8M | $169.9M | $894.1K | 5 | 200 |
| Mar 2016 | $170.8M | $169.9M | $894.1K | 5 | 200 |
| Mar 2015 | $165.5M | $165.1M | $437.5K | 5 | 100 |
| Sep 2014 | $163.8M | $163.2M | $580.4K | 5 | 100 |
| Mar 2014 | $163.8M | $163.2M | $580.4K | 5 | 100 |
| Oct 2013 | $147.6M | $147.2M | $367.4K | 5 | 100 |
| Mar 2013 | $147.6M | $147.2M | $367.4K | 5 | 100 |
| Mar 2012 | $126.7M | $123.6M | $3.1M | 1 | 26 |
| Mar 2011 | $119.6M | $118.1M | $1.6M | 5 | -- |
| Apr 2009 | $92.8M | $92.6M | $168.9K | 5 | -- |
| Mar 2009 | $92.8M | $92.6M | $168.9K | 5 | -- |
| Jan 2008 | $108.6M | $107.7M | $890.4K | 5 | -- |
| Mar 2007 | $84.5M | $83.7M | $849.7K | 5 | -- |
| Mar 2006 | $55.8M | $51.3M | $4.5M | 5 | -- |
| Sep 2004 | $29.1M | $23.9M | $5.3M | 5 | -- |
| Mar 2004 | $29.1M | $23.9M | $5.3M | 5 | -- |
DateMar 2024
Total AUM$221.4M
Discretionary$221.4M
Non-Disc.$0
Employees3
Clients0
DateMar 2024
Total AUM$221.4M
Discretionary$221.4M
Non-Disc.$0
Employees3
Clients0
DateMar 2023
Total AUM$216.7M
Discretionary$216.7M
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$216.7M
Discretionary$216.7M
Non-Disc.$0
Employees4
Clients0
DateOct 2022
Total AUM$235.5M
Discretionary$235.5M
Non-Disc.$0
Employees3
Clients0
DateApr 2022
Total AUM$235.5M
Discretionary$235.5M
Non-Disc.$0
Employees3
Clients0
DateMar 2022
Total AUM$235.5M
Discretionary$235.5M
Non-Disc.$0
Employees3
Clients0
DateAug 2021
Total AUM$227.3M
Discretionary$227.3M
Non-Disc.$0
Employees5
Clients0
DateMar 2021
Total AUM$227.3M
Discretionary$227.3M
Non-Disc.$0
Employees5
Clients0
DateMar 2021
Total AUM$227.3M
Discretionary$227.3M
Non-Disc.$0
Employees5
Clients0
DateJun 2020
Total AUM$220.3M
Discretionary$220.3M
Non-Disc.$0
Employees5
Clients0
DateMar 2020
Total AUM$220.3M
Discretionary$220.3M
Non-Disc.$0
Employees5
Clients0
DateOct 2019
Total AUM$194.8M
Discretionary$194.8M
Non-Disc.$0
Employees5
Clients0
DateMar 2019
Total AUM$194.8M
Discretionary$194.8M
Non-Disc.$0
Employees5
Clients0
DateAug 2018
Total AUM$200M
Discretionary$200M
Non-Disc.$0
Employees4
Clients0
DateMar 2018
Total AUM$200M
Discretionary$200M
Non-Disc.$0
Employees4
Clients0
DateMar 2017
Total AUM$179.9M
Discretionary$179.9M
Non-Disc.$0
Employees5
Clients200
DateOct 2016
Total AUM$176.9M
Discretionary$176.9M
Non-Disc.$0
Employees5
Clients200
DateMay 2016
Total AUM$170.8M
Discretionary$169.9M
Non-Disc.$894.1K
Employees5
Clients200
DateMar 2016
Total AUM$170.8M
Discretionary$169.9M
Non-Disc.$894.1K
Employees5
Clients200
DateMar 2015
Total AUM$165.5M
Discretionary$165.1M
Non-Disc.$437.5K
Employees5
Clients100
DateSep 2014
Total AUM$163.8M
Discretionary$163.2M
Non-Disc.$580.4K
Employees5
Clients100
DateMar 2014
Total AUM$163.8M
Discretionary$163.2M
Non-Disc.$580.4K
Employees5
Clients100
DateOct 2013
Total AUM$147.6M
Discretionary$147.2M
Non-Disc.$367.4K
Employees5
Clients100
DateMar 2013
Total AUM$147.6M
Discretionary$147.2M
Non-Disc.$367.4K
Employees5
Clients100
DateMar 2012
Total AUM$126.7M
Discretionary$123.6M
Non-Disc.$3.1M
Employees1
Clients26
DateMar 2011
Total AUM$119.6M
Discretionary$118.1M
Non-Disc.$1.6M
Employees5
Clients--
DateApr 2009
Total AUM$92.8M
Discretionary$92.6M
Non-Disc.$168.9K
Employees5
Clients--
DateMar 2009
Total AUM$92.8M
Discretionary$92.6M
Non-Disc.$168.9K
Employees5
Clients--
DateJan 2008
Total AUM$108.6M
Discretionary$107.7M
Non-Disc.$890.4K
Employees5
Clients--
DateMar 2007
Total AUM$84.5M
Discretionary$83.7M
Non-Disc.$849.7K
Employees5
Clients--
DateMar 2006
Total AUM$55.8M
Discretionary$51.3M
Non-Disc.$4.5M
Employees5
Clients--
DateSep 2004
Total AUM$29.1M
Discretionary$23.9M
Non-Disc.$5.3M
Employees5
Clients--
DateMar 2004
Total AUM$29.1M
Discretionary$23.9M
Non-Disc.$5.3M
Employees5
Clients--