21ST CENTURY WEALTH MANAGEMENT LLC
CRD #121898 SEC #801-67744 YORK, PA 717-812-9952
SEC Registered
Total AUM
$237.8M
Discretionary
$229M
Employees
1
Clients
1
Accounts
154
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2014 | $186.5M | $177.5M | $9M | 1 | 26 |
| Jun 2014 | $186.5M | $177.5M | $9M | 1 | 26 |
| Jun 2014 | $186.5M | $177.5M | $9M | 1 | 26 |
| Mar 2014 | $186.5M | $177.5M | $9M | 1 | 26 |
| Mar 2013 | $237.8M | $229M | $8.8M | 1 | 26 |
| Feb 2012 | $199.5M | $196.4M | $3.1M | 1 | 26 |
| Jul 2011 | $126.1M | $126.1M | $0 | 5 | -- |
| Apr 2011 | $126.1M | $126.1M | $0 | 5 | -- |
| Mar 2011 | $126.1M | $126.1M | $0 | 5 | -- |
| Feb 2011 | $126.1M | $126.1M | $0 | 5 | -- |
| Aug 2010 | $117.8M | $117.8M | $0 | 5 | -- |
| Jan 2010 | $117.8M | $117.8M | $0 | 5 | -- |
| Jan 2010 | $117.8M | $117.8M | $0 | 5 | -- |
| Feb 2009 | $81.8M | $81.6M | $206K | 5 | -- |
| Jan 2008 | $85.1M | $85.1M | $0 | 5 | -- |
| Mar 2007 | $80.8M | $80.8M | $0 | 5 | -- |
DateSep 2014
Total AUM$186.5M
Discretionary$177.5M
Non-Disc.$9M
Employees1
Clients26
DateJun 2014
Total AUM$186.5M
Discretionary$177.5M
Non-Disc.$9M
Employees1
Clients26
DateJun 2014
Total AUM$186.5M
Discretionary$177.5M
Non-Disc.$9M
Employees1
Clients26
DateMar 2014
Total AUM$186.5M
Discretionary$177.5M
Non-Disc.$9M
Employees1
Clients26
DateMar 2013
Total AUM$237.8M
Discretionary$229M
Non-Disc.$8.8M
Employees1
Clients26
DateFeb 2012
Total AUM$199.5M
Discretionary$196.4M
Non-Disc.$3.1M
Employees1
Clients26
DateJul 2011
Total AUM$126.1M
Discretionary$126.1M
Non-Disc.$0
Employees5
Clients--
DateApr 2011
Total AUM$126.1M
Discretionary$126.1M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$126.1M
Discretionary$126.1M
Non-Disc.$0
Employees5
Clients--
DateFeb 2011
Total AUM$126.1M
Discretionary$126.1M
Non-Disc.$0
Employees5
Clients--
DateAug 2010
Total AUM$117.8M
Discretionary$117.8M
Non-Disc.$0
Employees5
Clients--
DateJan 2010
Total AUM$117.8M
Discretionary$117.8M
Non-Disc.$0
Employees5
Clients--
DateJan 2010
Total AUM$117.8M
Discretionary$117.8M
Non-Disc.$0
Employees5
Clients--
DateFeb 2009
Total AUM$81.8M
Discretionary$81.6M
Non-Disc.$206K
Employees5
Clients--
DateJan 2008
Total AUM$85.1M
Discretionary$85.1M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$80.8M
Discretionary$80.8M
Non-Disc.$0
Employees5
Clients--