WECHTER FELDMAN WEALTH MANAGEMENT, INC.
CRD #119956 SEC #801-61057 PARSIPPANY, NJ 973-605-1448
SEC Registered
Total AUM
$349.8M
Discretionary
$315M
Employees
6
Clients
1
Accounts
723
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2021 | $349.8M | $315M | $34.7M | 6 | 2 |
| Mar 2021 | $349.8M | $315M | $34.7M | 6 | 2 |
| Oct 2020 | $325.4M | $291.3M | $34.1M | 6 | 0 |
| Jun 2020 | $325.4M | $291.3M | $34.1M | 6 | 0 |
| May 2020 | $325.4M | $291.3M | $34.1M | 6 | 0 |
| Apr 2020 | $325.4M | $291.3M | $34.1M | 6 | 0 |
| Mar 2020 | $325.4M | $291.3M | $34.1M | 6 | 0 |
| Nov 2019 | $274.7M | $246.9M | $27.7M | 7 | 0 |
| Jun 2019 | $274.7M | $246.9M | $27.7M | 7 | 0 |
| May 2019 | $274.7M | $246.9M | $27.7M | 7 | 0 |
| Feb 2019 | $274.7M | $246.9M | $27.7M | 7 | 0 |
| Oct 2018 | $294.6M | $259.3M | $35.3M | 7 | 7 |
| Mar 2018 | $294.6M | $259.3M | $35.3M | 7 | 7 |
| Aug 2017 | $280.2M | $248.2M | $32.1M | 7 | 230 |
| Apr 2017 | $280.2M | $248.2M | $32.1M | 6 | 230 |
| Mar 2017 | $280.2M | $248.2M | $32.1M | 6 | 230 |
| Mar 2016 | $272.6M | $242.8M | $29.9M | 7 | 200 |
| Mar 2015 | $272.5M | $242.4M | $30.2M | 7 | 200 |
| Nov 2014 | $251M | $224.9M | $26.1M | 7 | 200 |
| Mar 2014 | $251M | $224.9M | $26.1M | 7 | 200 |
| Mar 2013 | $201.4M | $181.7M | $19.7M | 7 | 200 |
| Dec 2012 | $186.8M | $169.5M | $17.3M | 7 | 200 |
| Mar 2012 | $186.8M | $169.5M | $17.3M | 6 | 200 |
| Jan 2012 | $181.7M | $163.7M | $18M | 6 | 200 |
| Mar 2011 | $185.8M | $168.9M | $16.9M | 10 | -- |
| Apr 2010 | $156.5M | $139.8M | $16.7M | 10 | -- |
| Mar 2009 | $141.7M | $126.3M | $15.4M | 10 | -- |
| Mar 2008 | $128.9M | $122M | $6.9M | 10 | -- |
| Mar 2007 | $128.9M | $122M | $6.9M | 10 | -- |
| Mar 2006 | $102.5M | $95.4M | $7.2M | 10 | -- |
| Mar 2004 | $60.2M | $51.7M | $8.4M | 10 | -- |
| Apr 2002 | $36.7M | $29.3M | $7.4M | 10 | -- |
DateMay 2021
Total AUM$349.8M
Discretionary$315M
Non-Disc.$34.7M
Employees6
Clients2
DateMar 2021
Total AUM$349.8M
Discretionary$315M
Non-Disc.$34.7M
Employees6
Clients2
DateOct 2020
Total AUM$325.4M
Discretionary$291.3M
Non-Disc.$34.1M
Employees6
Clients0
DateJun 2020
Total AUM$325.4M
Discretionary$291.3M
Non-Disc.$34.1M
Employees6
Clients0
DateMay 2020
Total AUM$325.4M
Discretionary$291.3M
Non-Disc.$34.1M
Employees6
Clients0
DateApr 2020
Total AUM$325.4M
Discretionary$291.3M
Non-Disc.$34.1M
Employees6
Clients0
DateMar 2020
Total AUM$325.4M
Discretionary$291.3M
Non-Disc.$34.1M
Employees6
Clients0
DateNov 2019
Total AUM$274.7M
Discretionary$246.9M
Non-Disc.$27.7M
Employees7
Clients0
DateJun 2019
Total AUM$274.7M
Discretionary$246.9M
Non-Disc.$27.7M
Employees7
Clients0
DateMay 2019
Total AUM$274.7M
Discretionary$246.9M
Non-Disc.$27.7M
Employees7
Clients0
DateFeb 2019
Total AUM$274.7M
Discretionary$246.9M
Non-Disc.$27.7M
Employees7
Clients0
DateOct 2018
Total AUM$294.6M
Discretionary$259.3M
Non-Disc.$35.3M
Employees7
Clients7
DateMar 2018
Total AUM$294.6M
Discretionary$259.3M
Non-Disc.$35.3M
Employees7
Clients7
DateAug 2017
Total AUM$280.2M
Discretionary$248.2M
Non-Disc.$32.1M
Employees7
Clients230
DateApr 2017
Total AUM$280.2M
Discretionary$248.2M
Non-Disc.$32.1M
Employees6
Clients230
DateMar 2017
Total AUM$280.2M
Discretionary$248.2M
Non-Disc.$32.1M
Employees6
Clients230
DateMar 2016
Total AUM$272.6M
Discretionary$242.8M
Non-Disc.$29.9M
Employees7
Clients200
DateMar 2015
Total AUM$272.5M
Discretionary$242.4M
Non-Disc.$30.2M
Employees7
Clients200
DateNov 2014
Total AUM$251M
Discretionary$224.9M
Non-Disc.$26.1M
Employees7
Clients200
DateMar 2014
Total AUM$251M
Discretionary$224.9M
Non-Disc.$26.1M
Employees7
Clients200
DateMar 2013
Total AUM$201.4M
Discretionary$181.7M
Non-Disc.$19.7M
Employees7
Clients200
DateDec 2012
Total AUM$186.8M
Discretionary$169.5M
Non-Disc.$17.3M
Employees7
Clients200
DateMar 2012
Total AUM$186.8M
Discretionary$169.5M
Non-Disc.$17.3M
Employees6
Clients200
DateJan 2012
Total AUM$181.7M
Discretionary$163.7M
Non-Disc.$18M
Employees6
Clients200
DateMar 2011
Total AUM$185.8M
Discretionary$168.9M
Non-Disc.$16.9M
Employees10
Clients--
DateApr 2010
Total AUM$156.5M
Discretionary$139.8M
Non-Disc.$16.7M
Employees10
Clients--
DateMar 2009
Total AUM$141.7M
Discretionary$126.3M
Non-Disc.$15.4M
Employees10
Clients--
DateMar 2008
Total AUM$128.9M
Discretionary$122M
Non-Disc.$6.9M
Employees10
Clients--
DateMar 2007
Total AUM$128.9M
Discretionary$122M
Non-Disc.$6.9M
Employees10
Clients--
DateMar 2006
Total AUM$102.5M
Discretionary$95.4M
Non-Disc.$7.2M
Employees10
Clients--
DateMar 2004
Total AUM$60.2M
Discretionary$51.7M
Non-Disc.$8.4M
Employees10
Clients--
DateApr 2002
Total AUM$36.7M
Discretionary$29.3M
Non-Disc.$7.4M
Employees10
Clients--