SUREVEST INC.
Legal name: SUREVEST WEALTH MANAGEMENT
CRD #122369 SEC #801-112653 PHOENIX, AZ 480-272-7116
SEC Registered
Total AUM
$382.1M
Discretionary
$355.7M
Employees
10
Clients
1
Accounts
772
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2020 | $382.1M | $355.7M | $26.3M | 10 | 3 |
| Nov 2019 | $369.2M | $343.9M | $25.2M | 8 | 5 |
| May 2019 | $335.6M | $328.5M | $7M | 8 | 5 |
| Apr 2019 | $335.6M | $328.5M | $7M | 8 | 5 |
| Apr 2019 | $335.6M | $328.5M | $7M | 8 | 5 |
| Apr 2019 | $335.6M | $328.5M | $7M | 8 | 5 |
| Apr 2019 | $335.6M | $328.5M | $7M | 8 | 5 |
| Jan 2019 | $236.4M | $214.5M | $21.9M | 8 | 5 |
| Sep 2018 | $161.1M | $160.7M | $427.7K | 8 | 16 |
| Aug 2018 | $161.1M | $160.7M | $427.7K | 8 | 16 |
| Aug 2018 | $161.1M | $160.7M | $427.7K | 8 | 16 |
| Jul 2018 | $111.2M | $111.2M | $0 | 8 | 16 |
| Jul 2018 | $111.2M | $111.2M | $0 | 8 | 16 |
| May 2018 | $111.2M | $111.2M | $0 | 8 | 16 |
| May 2018 | $111.2M | $111.2M | $0 | 8 | 16 |
| Apr 2018 | $111.2M | $111.2M | $0 | 8 | 16 |
| Apr 2018 | $111.2M | $111.2M | $0 | 8 | 16 |
| Feb 2018 | $111.2M | $111.2M | $0 | 8 | 16 |
| Feb 2018 | $111.2M | $111.2M | $0 | 8 | 16 |
| Feb 2018 | $111.2M | $111.2M | $0 | 8 | 16 |
DateJan 2020
Total AUM$382.1M
Discretionary$355.7M
Non-Disc.$26.3M
Employees10
Clients3
DateNov 2019
Total AUM$369.2M
Discretionary$343.9M
Non-Disc.$25.2M
Employees8
Clients5
DateMay 2019
Total AUM$335.6M
Discretionary$328.5M
Non-Disc.$7M
Employees8
Clients5
DateApr 2019
Total AUM$335.6M
Discretionary$328.5M
Non-Disc.$7M
Employees8
Clients5
DateApr 2019
Total AUM$335.6M
Discretionary$328.5M
Non-Disc.$7M
Employees8
Clients5
DateApr 2019
Total AUM$335.6M
Discretionary$328.5M
Non-Disc.$7M
Employees8
Clients5
DateApr 2019
Total AUM$335.6M
Discretionary$328.5M
Non-Disc.$7M
Employees8
Clients5
DateJan 2019
Total AUM$236.4M
Discretionary$214.5M
Non-Disc.$21.9M
Employees8
Clients5
DateSep 2018
Total AUM$161.1M
Discretionary$160.7M
Non-Disc.$427.7K
Employees8
Clients16
DateAug 2018
Total AUM$161.1M
Discretionary$160.7M
Non-Disc.$427.7K
Employees8
Clients16
DateAug 2018
Total AUM$161.1M
Discretionary$160.7M
Non-Disc.$427.7K
Employees8
Clients16
DateJul 2018
Total AUM$111.2M
Discretionary$111.2M
Non-Disc.$0
Employees8
Clients16
DateJul 2018
Total AUM$111.2M
Discretionary$111.2M
Non-Disc.$0
Employees8
Clients16
DateMay 2018
Total AUM$111.2M
Discretionary$111.2M
Non-Disc.$0
Employees8
Clients16
DateMay 2018
Total AUM$111.2M
Discretionary$111.2M
Non-Disc.$0
Employees8
Clients16
DateApr 2018
Total AUM$111.2M
Discretionary$111.2M
Non-Disc.$0
Employees8
Clients16
DateApr 2018
Total AUM$111.2M
Discretionary$111.2M
Non-Disc.$0
Employees8
Clients16
DateFeb 2018
Total AUM$111.2M
Discretionary$111.2M
Non-Disc.$0
Employees8
Clients16
DateFeb 2018
Total AUM$111.2M
Discretionary$111.2M
Non-Disc.$0
Employees8
Clients16
DateFeb 2018
Total AUM$111.2M
Discretionary$111.2M
Non-Disc.$0
Employees8
Clients16