STONEGATE WEALTH MANAGEMENT, LLC
CRD #121412 SEC #801-63331 CARY, NC 919-654-6898
SEC Registered
Total AUM
$54.3M
Discretionary
$54.3M
Employees
2
Clients
51
Accounts
72
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2022 | $54.3M | $54.3M | $0 | 2 | 0 |
| Dec 2021 | $52.6M | $52.6M | $0 | 2 | 0 |
| Dec 2021 | $52.6M | $52.6M | $0 | 2 | 0 |
| Dec 2021 | $52.6M | $52.6M | $0 | 2 | 0 |
| Dec 2021 | $52.6M | $52.6M | $0 | 2 | 0 |
| Sep 2021 | $52.6M | $52.6M | $0 | 2 | 0 |
| Mar 2021 | $52.6M | $52.6M | $0 | 2 | 0 |
| Dec 2020 | $160.1M | $157.3M | $2.7M | 2 | 0 |
| Sep 2020 | $160.1M | $157.3M | $2.7M | 2 | 0 |
| Jul 2020 | $160.1M | $157.3M | $2.7M | 6 | 0 |
| Jun 2020 | $160.1M | $157.3M | $2.7M | 6 | 0 |
| Mar 2020 | $160.1M | $157.3M | $2.7M | 6 | 0 |
| Oct 2019 | $129.1M | $127M | $2.1M | 6 | 0 |
| Mar 2019 | $129.1M | $127M | $2.1M | 6 | 0 |
| May 2018 | $124.2M | $122.1M | $2.1M | 6 | 0 |
| Apr 2018 | $124.2M | $122.1M | $2.1M | 6 | 0 |
| Mar 2018 | $124.2M | $122.1M | $2.1M | 6 | 0 |
| Mar 2018 | $124.2M | $122.1M | $2.1M | 6 | 0 |
| Feb 2018 | $125.1M | $123.1M | $2M | 6 | 0 |
| Mar 2017 | $118.4M | $116.2M | $2.1M | 4 | 200 |
| Aug 2016 | $113.8M | $111.6M | $2.2M | 4 | 200 |
| Apr 2016 | $113.8M | $111.6M | $2.2M | 4 | 200 |
| Mar 2016 | $113.8M | $111.6M | $2.2M | 4 | 200 |
| Dec 2015 | $117.6M | $115.4M | $2.2M | 4 | 200 |
| Dec 2015 | $133.9M | $130.6M | $3.3M | 6 | 200 |
| Jun 2015 | $133.9M | $130.6M | $3.3M | 6 | 200 |
| Mar 2015 | $138.8M | $135.7M | $3.1M | 6 | 200 |
| Oct 2014 | $133.3M | $128.5M | $4.8M | 7 | 200 |
| Mar 2014 | $123.3M | $118.5M | $4.8M | 7 | 200 |
| Feb 2014 | $123.3M | $118.5M | $4.8M | 7 | 200 |
| Jun 2013 | $123M | $121.5M | $1.5M | 7 | 200 |
| May 2013 | $123M | $121.5M | $1.5M | 7 | 200 |
| Apr 2013 | $177.1M | $175.6M | $1.5M | 7 | 200 |
| Apr 2012 | $227.2M | $221.1M | $6.1M | 6 | 200 |
| Mar 2012 | $227.2M | $221.1M | $6.1M | 6 | 200 |
| Aug 2011 | $234.4M | $229.1M | $5.3M | 10 | -- |
| Sep 2009 | $187.7M | $183.5M | $4.2M | 10 | -- |
| Apr 2009 | $160.3M | $158.1M | $2.2M | 10 | -- |
| Jan 2008 | $171.2M | $169.1M | $2.1M | 5 | -- |
| Nov 2007 | $168.5M | $167.5M | $985K | 5 | -- |
| Nov 2007 | $168.5M | $167.5M | $985K | 5 | -- |
| Nov 2007 | $168.5M | $167.5M | $985K | 5 | -- |
| Nov 2007 | $168.5M | $167.5M | $985K | 5 | -- |
| Oct 2007 | $168.5M | $167.5M | $985K | 5 | -- |
| Oct 2007 | $168.5M | $167.5M | $985K | 5 | -- |
| Apr 2007 | $186.1M | $185.1M | $985K | 10 | -- |
| Mar 2007 | $186.1M | $185.1M | $985K | 10 | -- |
| Feb 2007 | $176.7M | $175.2M | $1.5M | 10 | -- |
| Jan 2006 | $122.8M | $122.8M | $0 | 10 | -- |
| Oct 2005 | $65M | $65M | $0 | 5 | -- |
| Oct 2005 | $55.1M | $55.1M | $0 | 5 | -- |
| Sep 2005 | $46.9M | $46.9M | $0 | 5 | -- |
| May 2005 | $41.9M | $41.9M | $0 | 5 | -- |
| Feb 2005 | $41M | $41M | $0 | 5 | -- |
| Feb 2005 | $41M | $41M | $0 | 5 | -- |
| Jul 2004 | $31M | $31M | $0 | 5 | -- |
| Jun 2004 | $31M | $31M | $0 | 5 | -- |
DateJun 2022
Total AUM$54.3M
Discretionary$54.3M
Non-Disc.$0
Employees2
Clients0
DateDec 2021
Total AUM$52.6M
Discretionary$52.6M
Non-Disc.$0
Employees2
Clients0
DateDec 2021
Total AUM$52.6M
Discretionary$52.6M
Non-Disc.$0
Employees2
Clients0
DateDec 2021
Total AUM$52.6M
Discretionary$52.6M
Non-Disc.$0
Employees2
Clients0
DateDec 2021
Total AUM$52.6M
Discretionary$52.6M
Non-Disc.$0
Employees2
Clients0
DateSep 2021
Total AUM$52.6M
Discretionary$52.6M
Non-Disc.$0
Employees2
Clients0
DateMar 2021
Total AUM$52.6M
Discretionary$52.6M
Non-Disc.$0
Employees2
Clients0
DateDec 2020
Total AUM$160.1M
Discretionary$157.3M
Non-Disc.$2.7M
Employees2
Clients0
DateSep 2020
Total AUM$160.1M
Discretionary$157.3M
Non-Disc.$2.7M
Employees2
Clients0
DateJul 2020
Total AUM$160.1M
Discretionary$157.3M
Non-Disc.$2.7M
Employees6
Clients0
DateJun 2020
Total AUM$160.1M
Discretionary$157.3M
Non-Disc.$2.7M
Employees6
Clients0
DateMar 2020
Total AUM$160.1M
Discretionary$157.3M
Non-Disc.$2.7M
Employees6
Clients0
DateOct 2019
Total AUM$129.1M
Discretionary$127M
Non-Disc.$2.1M
Employees6
Clients0
DateMar 2019
Total AUM$129.1M
Discretionary$127M
Non-Disc.$2.1M
Employees6
Clients0
DateMay 2018
Total AUM$124.2M
Discretionary$122.1M
Non-Disc.$2.1M
Employees6
Clients0
DateApr 2018
Total AUM$124.2M
Discretionary$122.1M
Non-Disc.$2.1M
Employees6
Clients0
DateMar 2018
Total AUM$124.2M
Discretionary$122.1M
Non-Disc.$2.1M
Employees6
Clients0
DateMar 2018
Total AUM$124.2M
Discretionary$122.1M
Non-Disc.$2.1M
Employees6
Clients0
DateFeb 2018
Total AUM$125.1M
Discretionary$123.1M
Non-Disc.$2M
Employees6
Clients0
DateMar 2017
Total AUM$118.4M
Discretionary$116.2M
Non-Disc.$2.1M
Employees4
Clients200
DateAug 2016
Total AUM$113.8M
Discretionary$111.6M
Non-Disc.$2.2M
Employees4
Clients200
DateApr 2016
Total AUM$113.8M
Discretionary$111.6M
Non-Disc.$2.2M
Employees4
Clients200
DateMar 2016
Total AUM$113.8M
Discretionary$111.6M
Non-Disc.$2.2M
Employees4
Clients200
DateDec 2015
Total AUM$117.6M
Discretionary$115.4M
Non-Disc.$2.2M
Employees4
Clients200
DateDec 2015
Total AUM$133.9M
Discretionary$130.6M
Non-Disc.$3.3M
Employees6
Clients200
DateJun 2015
Total AUM$133.9M
Discretionary$130.6M
Non-Disc.$3.3M
Employees6
Clients200
DateMar 2015
Total AUM$138.8M
Discretionary$135.7M
Non-Disc.$3.1M
Employees6
Clients200
DateOct 2014
Total AUM$133.3M
Discretionary$128.5M
Non-Disc.$4.8M
Employees7
Clients200
DateMar 2014
Total AUM$123.3M
Discretionary$118.5M
Non-Disc.$4.8M
Employees7
Clients200
DateFeb 2014
Total AUM$123.3M
Discretionary$118.5M
Non-Disc.$4.8M
Employees7
Clients200
DateJun 2013
Total AUM$123M
Discretionary$121.5M
Non-Disc.$1.5M
Employees7
Clients200
DateMay 2013
Total AUM$123M
Discretionary$121.5M
Non-Disc.$1.5M
Employees7
Clients200
DateApr 2013
Total AUM$177.1M
Discretionary$175.6M
Non-Disc.$1.5M
Employees7
Clients200
DateApr 2012
Total AUM$227.2M
Discretionary$221.1M
Non-Disc.$6.1M
Employees6
Clients200
DateMar 2012
Total AUM$227.2M
Discretionary$221.1M
Non-Disc.$6.1M
Employees6
Clients200
DateAug 2011
Total AUM$234.4M
Discretionary$229.1M
Non-Disc.$5.3M
Employees10
Clients--
DateSep 2009
Total AUM$187.7M
Discretionary$183.5M
Non-Disc.$4.2M
Employees10
Clients--
DateApr 2009
Total AUM$160.3M
Discretionary$158.1M
Non-Disc.$2.2M
Employees10
Clients--
DateJan 2008
Total AUM$171.2M
Discretionary$169.1M
Non-Disc.$2.1M
Employees5
Clients--
DateNov 2007
Total AUM$168.5M
Discretionary$167.5M
Non-Disc.$985K
Employees5
Clients--
DateNov 2007
Total AUM$168.5M
Discretionary$167.5M
Non-Disc.$985K
Employees5
Clients--
DateNov 2007
Total AUM$168.5M
Discretionary$167.5M
Non-Disc.$985K
Employees5
Clients--
DateNov 2007
Total AUM$168.5M
Discretionary$167.5M
Non-Disc.$985K
Employees5
Clients--
DateOct 2007
Total AUM$168.5M
Discretionary$167.5M
Non-Disc.$985K
Employees5
Clients--
DateOct 2007
Total AUM$168.5M
Discretionary$167.5M
Non-Disc.$985K
Employees5
Clients--
DateApr 2007
Total AUM$186.1M
Discretionary$185.1M
Non-Disc.$985K
Employees10
Clients--
DateMar 2007
Total AUM$186.1M
Discretionary$185.1M
Non-Disc.$985K
Employees10
Clients--
DateFeb 2007
Total AUM$176.7M
Discretionary$175.2M
Non-Disc.$1.5M
Employees10
Clients--
DateJan 2006
Total AUM$122.8M
Discretionary$122.8M
Non-Disc.$0
Employees10
Clients--
DateOct 2005
Total AUM$65M
Discretionary$65M
Non-Disc.$0
Employees5
Clients--
DateOct 2005
Total AUM$55.1M
Discretionary$55.1M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$46.9M
Discretionary$46.9M
Non-Disc.$0
Employees5
Clients--
DateMay 2005
Total AUM$41.9M
Discretionary$41.9M
Non-Disc.$0
Employees5
Clients--
DateFeb 2005
Total AUM$41M
Discretionary$41M
Non-Disc.$0
Employees5
Clients--
DateFeb 2005
Total AUM$41M
Discretionary$41M
Non-Disc.$0
Employees5
Clients--
DateJul 2004
Total AUM$31M
Discretionary$31M
Non-Disc.$0
Employees5
Clients--
DateJun 2004
Total AUM$31M
Discretionary$31M
Non-Disc.$0
Employees5
Clients--