MICHAEL A. DUBIS FINANCIAL PLANNING, LLC
CRD #121419 SEC #801-108044 MIDDLETON, WI 608-827-6755
SEC Registered
Total AUM
$272.5M
Discretionary
$272.5M
Employees
1
Clients
26
Accounts
327
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $272.5M | $272.5M | $0 | 1 | 1 |
| Mar 2024 | $228.9M | $228.9M | $0 | 1 | 2 |
| Mar 2023 | $195.5M | $195.5M | $0 | 1 | 2 |
| Mar 2022 | $215.6M | $215.6M | $0 | 1 | 2 |
| Mar 2021 | $194.9M | $194.9M | $0 | 1 | 2 |
| Jun 2020 | $160.4M | $160.4M | $0 | 2 | 2 |
| Mar 2020 | $160.4M | $160.4M | $0 | 2 | 2 |
| Mar 2019 | $138.4M | $138.4M | $0 | 1 | 2 |
| Mar 2018 | $133.4M | $133.4M | $0 | 1 | 2 |
| Jun 2017 | $118.5M | $118.5M | $0 | 1 | 26 |
| Mar 2017 | $118.5M | $118.5M | $0 | 1 | 26 |
| Jun 2016 | $117.2M | $117.2M | $0 | 1 | 26 |
DateMar 2025
Total AUM$272.5M
Discretionary$272.5M
Non-Disc.$0
Employees1
Clients1
DateMar 2024
Total AUM$228.9M
Discretionary$228.9M
Non-Disc.$0
Employees1
Clients2
DateMar 2023
Total AUM$195.5M
Discretionary$195.5M
Non-Disc.$0
Employees1
Clients2
DateMar 2022
Total AUM$215.6M
Discretionary$215.6M
Non-Disc.$0
Employees1
Clients2
DateMar 2021
Total AUM$194.9M
Discretionary$194.9M
Non-Disc.$0
Employees1
Clients2
DateJun 2020
Total AUM$160.4M
Discretionary$160.4M
Non-Disc.$0
Employees2
Clients2
DateMar 2020
Total AUM$160.4M
Discretionary$160.4M
Non-Disc.$0
Employees2
Clients2
DateMar 2019
Total AUM$138.4M
Discretionary$138.4M
Non-Disc.$0
Employees1
Clients2
DateMar 2018
Total AUM$133.4M
Discretionary$133.4M
Non-Disc.$0
Employees1
Clients2
DateJun 2017
Total AUM$118.5M
Discretionary$118.5M
Non-Disc.$0
Employees1
Clients26
DateMar 2017
Total AUM$118.5M
Discretionary$118.5M
Non-Disc.$0
Employees1
Clients26
DateJun 2016
Total AUM$117.2M
Discretionary$117.2M
Non-Disc.$0
Employees1
Clients26