WEALTH MANAGEMENT GROUP, LLP
CRD #119660 SEC #801-64475 IRVINE, CA 949-752-7997
SEC Registered
Total AUM
$80.4M
Discretionary
$70.9M
Employees
1
Clients
0
Accounts
256
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2012 | $80.4M | $70.9M | $9.6M | 1 | 106 |
| Jun 2012 | $80.4M | $70.9M | $9.6M | 1 | 106 |
| Jun 2012 | $80.4M | $70.9M | $9.6M | 1 | 106 |
| Jun 2012 | $80.4M | $70.9M | $9.6M | 1 | 106 |
| May 2012 | $80.4M | $70.9M | $9.6M | 1 | 106 |
| Mar 2012 | $80.4M | $70.9M | $9.6M | 1 | 106 |
| Jun 2010 | $69.4M | $61.4M | $8M | 5 | -- |
| Mar 2010 | $69.4M | $61.4M | $8M | 5 | -- |
| Mar 2008 | $74.6M | $74.5M | $117.8K | 5 | -- |
| Feb 2007 | $72.5M | $72.5M | $0 | 5 | -- |
| Feb 2006 | $56.3M | $56.3M | $0 | 5 | -- |
| Jun 2005 | $42.9M | $42.9M | $0 | 5 | -- |
DateJun 2012
Total AUM$80.4M
Discretionary$70.9M
Non-Disc.$9.6M
Employees1
Clients106
DateJun 2012
Total AUM$80.4M
Discretionary$70.9M
Non-Disc.$9.6M
Employees1
Clients106
DateJun 2012
Total AUM$80.4M
Discretionary$70.9M
Non-Disc.$9.6M
Employees1
Clients106
DateJun 2012
Total AUM$80.4M
Discretionary$70.9M
Non-Disc.$9.6M
Employees1
Clients106
DateMay 2012
Total AUM$80.4M
Discretionary$70.9M
Non-Disc.$9.6M
Employees1
Clients106
DateMar 2012
Total AUM$80.4M
Discretionary$70.9M
Non-Disc.$9.6M
Employees1
Clients106
DateJun 2010
Total AUM$69.4M
Discretionary$61.4M
Non-Disc.$8M
Employees5
Clients--
DateMar 2010
Total AUM$69.4M
Discretionary$61.4M
Non-Disc.$8M
Employees5
Clients--
DateMar 2008
Total AUM$74.6M
Discretionary$74.5M
Non-Disc.$117.8K
Employees5
Clients--
DateFeb 2007
Total AUM$72.5M
Discretionary$72.5M
Non-Disc.$0
Employees5
Clients--
DateFeb 2006
Total AUM$56.3M
Discretionary$56.3M
Non-Disc.$0
Employees5
Clients--
DateJun 2005
Total AUM$42.9M
Discretionary$42.9M
Non-Disc.$0
Employees5
Clients--