USA WEALTH MANAGEMENT LLC
CRD #122082 SEC #801-61898 GRAND RAPIDS, MI 800-553-7526
SEC Registered Disclosures
Total AUM
$26.5M
Discretionary
$15.6M
Employees
11
Clients
11
Accounts
618
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2014 | $7.4M | $7.4M | $0 | 2 | 26 |
| Feb 2014 | $17.8M | $10.2M | $7.6M | 2 | 300 |
| Jan 2014 | $17.8M | $10.2M | $7.6M | 2 | 300 |
| Dec 2013 | $17.8M | $10.2M | $7.6M | 2 | 300 |
| Apr 2013 | $17.8M | $10.2M | $7.6M | 2 | 300 |
| Jan 2013 | $26.5M | $15.6M | $11M | 2 | 300 |
| Nov 2012 | $26.5M | $15.6M | $11M | 2 | 300 |
| Aug 2012 | $26.5M | $15.6M | $11M | 11 | 300 |
| Jul 2012 | $26.5M | $15.6M | $11M | 11 | 300 |
| Jun 2012 | $26.5M | $15.6M | $11M | 11 | 300 |
| Apr 2012 | $26.5M | $15.6M | $11M | 11 | 300 |
| Mar 2012 | $26.5M | $15.6M | $11M | 11 | 300 |
| Feb 2012 | $26.5M | $15.6M | $11M | 11 | 300 |
| Feb 2012 | $26.5M | $15.6M | $11M | 11 | 300 |
| Jan 2012 | $25.4M | $25.4M | $0 | 11 | 300 |
| Dec 2011 | $25.4M | $25.4M | $0 | 11 | 251 |
| Aug 2011 | $25.4M | $25.4M | $0 | -- | -- |
| Mar 2011 | $25.4M | $25.4M | $0 | -- | -- |
| Jan 2011 | $82M | $50.6M | $31.3M | -- | -- |
| Jan 2011 | $82M | $50.6M | $31.3M | -- | -- |
| Dec 2010 | $82M | $50.6M | $31.3M | -- | -- |
| Nov 2010 | $82M | $50.6M | $31.3M | -- | -- |
| Jun 2010 | $82M | $50.6M | $31.3M | -- | -- |
| Apr 2010 | $82M | $50.6M | $31.3M | -- | -- |
| Mar 2009 | $95.8M | $86.5M | $9.4M | -- | -- |
| Mar 2008 | $118.5M | $110.1M | $8.4M | -- | -- |
| Aug 2007 | $73.5M | $73.4M | $4.8K | -- | -- |
| Apr 2007 | $73.5M | $73.4M | $4.8K | -- | -- |
| Feb 2007 | $73.5M | $73.4M | $4.8K | -- | -- |
| Jan 2007 | $73.5M | $73.4M | $4.8K | -- | -- |
| Mar 2006 | $73.5M | $73.4M | $4.8K | -- | -- |
| Dec 2005 | $25.1M | $25.1M | $4.5K | 10 | -- |
| Oct 2005 | $25.1M | $25.1M | $4.5K | 10 | -- |
| Mar 2004 | $25.3M | $25.3M | $4.1K | 5 | -- |
DateMar 2014
Total AUM$7.4M
Discretionary$7.4M
Non-Disc.$0
Employees2
Clients26
DateFeb 2014
Total AUM$17.8M
Discretionary$10.2M
Non-Disc.$7.6M
Employees2
Clients300
DateJan 2014
Total AUM$17.8M
Discretionary$10.2M
Non-Disc.$7.6M
Employees2
Clients300
DateDec 2013
Total AUM$17.8M
Discretionary$10.2M
Non-Disc.$7.6M
Employees2
Clients300
DateApr 2013
Total AUM$17.8M
Discretionary$10.2M
Non-Disc.$7.6M
Employees2
Clients300
DateJan 2013
Total AUM$26.5M
Discretionary$15.6M
Non-Disc.$11M
Employees2
Clients300
DateNov 2012
Total AUM$26.5M
Discretionary$15.6M
Non-Disc.$11M
Employees2
Clients300
DateAug 2012
Total AUM$26.5M
Discretionary$15.6M
Non-Disc.$11M
Employees11
Clients300
DateJul 2012
Total AUM$26.5M
Discretionary$15.6M
Non-Disc.$11M
Employees11
Clients300
DateJun 2012
Total AUM$26.5M
Discretionary$15.6M
Non-Disc.$11M
Employees11
Clients300
DateApr 2012
Total AUM$26.5M
Discretionary$15.6M
Non-Disc.$11M
Employees11
Clients300
DateMar 2012
Total AUM$26.5M
Discretionary$15.6M
Non-Disc.$11M
Employees11
Clients300
DateFeb 2012
Total AUM$26.5M
Discretionary$15.6M
Non-Disc.$11M
Employees11
Clients300
DateFeb 2012
Total AUM$26.5M
Discretionary$15.6M
Non-Disc.$11M
Employees11
Clients300
DateJan 2012
Total AUM$25.4M
Discretionary$25.4M
Non-Disc.$0
Employees11
Clients300
DateDec 2011
Total AUM$25.4M
Discretionary$25.4M
Non-Disc.$0
Employees11
Clients251
DateAug 2011
Total AUM$25.4M
Discretionary$25.4M
Non-Disc.$0
Employees--
Clients--
DateMar 2011
Total AUM$25.4M
Discretionary$25.4M
Non-Disc.$0
Employees--
Clients--
DateJan 2011
Total AUM$82M
Discretionary$50.6M
Non-Disc.$31.3M
Employees--
Clients--
DateJan 2011
Total AUM$82M
Discretionary$50.6M
Non-Disc.$31.3M
Employees--
Clients--
DateDec 2010
Total AUM$82M
Discretionary$50.6M
Non-Disc.$31.3M
Employees--
Clients--
DateNov 2010
Total AUM$82M
Discretionary$50.6M
Non-Disc.$31.3M
Employees--
Clients--
DateJun 2010
Total AUM$82M
Discretionary$50.6M
Non-Disc.$31.3M
Employees--
Clients--
DateApr 2010
Total AUM$82M
Discretionary$50.6M
Non-Disc.$31.3M
Employees--
Clients--
DateMar 2009
Total AUM$95.8M
Discretionary$86.5M
Non-Disc.$9.4M
Employees--
Clients--
DateMar 2008
Total AUM$118.5M
Discretionary$110.1M
Non-Disc.$8.4M
Employees--
Clients--
DateAug 2007
Total AUM$73.5M
Discretionary$73.4M
Non-Disc.$4.8K
Employees--
Clients--
DateApr 2007
Total AUM$73.5M
Discretionary$73.4M
Non-Disc.$4.8K
Employees--
Clients--
DateFeb 2007
Total AUM$73.5M
Discretionary$73.4M
Non-Disc.$4.8K
Employees--
Clients--
DateJan 2007
Total AUM$73.5M
Discretionary$73.4M
Non-Disc.$4.8K
Employees--
Clients--
DateMar 2006
Total AUM$73.5M
Discretionary$73.4M
Non-Disc.$4.8K
Employees--
Clients--
DateDec 2005
Total AUM$25.1M
Discretionary$25.1M
Non-Disc.$4.5K
Employees10
Clients--
DateOct 2005
Total AUM$25.1M
Discretionary$25.1M
Non-Disc.$4.5K
Employees10
Clients--
DateMar 2004
Total AUM$25.3M
Discretionary$25.3M
Non-Disc.$4.1K
Employees5
Clients--