TREYBOURNE WEALTH PLANNERS, INC.
Legal name: TREYBOURNE WEALTH PLANNERS
CRD #122730 SEC #801-64128 GREENWOOD, IN 317-449-2040
SEC Registered
Total AUM
$422.1M
Discretionary
$370.1M
Employees
8
Clients
11
Accounts
1,279
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2021 | $422.1M | $370.1M | $52M | 8 | 11 |
| Jul 2020 | $376.3M | $331.1M | $45.3M | 6 | 20 |
| Jun 2020 | $376.3M | $331.1M | $45.3M | 6 | 20 |
| Apr 2020 | $376.3M | $331.1M | $45.3M | 6 | 20 |
| Apr 2019 | $236.5M | $213.1M | $23.4M | 6 | 18 |
| Mar 2019 | $236.5M | $213.1M | $23.4M | 6 | 18 |
| Jan 2019 | $243.6M | $218.3M | $25.2M | 6 | 22 |
| Mar 2018 | $243.6M | $218.3M | $25.2M | 6 | 22 |
| Mar 2018 | $243.6M | $218.3M | $25.2M | 6 | 22 |
| Aug 2017 | $206.3M | $183.9M | $22.4M | 6 | 300 |
| Mar 2017 | $206.3M | $183.9M | $22.4M | 6 | 300 |
| Apr 2016 | $208.3M | $169.1M | $39.3M | 5 | 300 |
| Mar 2016 | $208.3M | $169.1M | $39.3M | 5 | 300 |
| Mar 2015 | $168.5M | $140.7M | $27.8M | 4 | 200 |
| Mar 2014 | $149.3M | $122.4M | $26.9M | 2 | 200 |
| Mar 2013 | $131.9M | $108.2M | $23.7M | 2 | 200 |
| Oct 2012 | $115.8M | $94.1M | $21.7M | 2 | 200 |
| Oct 2012 | $115.8M | $94.1M | $21.7M | 1 | 200 |
| Oct 2012 | $115.8M | $94.1M | $21.7M | 1 | 200 |
| Oct 2012 | $115.8M | $94.1M | $21.7M | 1 | 200 |
| Mar 2012 | $115.8M | $94.1M | $21.7M | 1 | 200 |
| Mar 2011 | $106.7M | $106.7M | $0 | 5 | -- |
| Mar 2011 | $106.7M | $106.7M | $0 | 5 | -- |
| Jun 2007 | $65.5M | $65.5M | $0 | 5 | -- |
| Mar 2007 | $65.5M | $65.5M | $0 | 5 | -- |
| Mar 2006 | $52.3M | $52.3M | $0 | 5 | -- |
DateMar 2021
Total AUM$422.1M
Discretionary$370.1M
Non-Disc.$52M
Employees8
Clients11
DateJul 2020
Total AUM$376.3M
Discretionary$331.1M
Non-Disc.$45.3M
Employees6
Clients20
DateJun 2020
Total AUM$376.3M
Discretionary$331.1M
Non-Disc.$45.3M
Employees6
Clients20
DateApr 2020
Total AUM$376.3M
Discretionary$331.1M
Non-Disc.$45.3M
Employees6
Clients20
DateApr 2019
Total AUM$236.5M
Discretionary$213.1M
Non-Disc.$23.4M
Employees6
Clients18
DateMar 2019
Total AUM$236.5M
Discretionary$213.1M
Non-Disc.$23.4M
Employees6
Clients18
DateJan 2019
Total AUM$243.6M
Discretionary$218.3M
Non-Disc.$25.2M
Employees6
Clients22
DateMar 2018
Total AUM$243.6M
Discretionary$218.3M
Non-Disc.$25.2M
Employees6
Clients22
DateMar 2018
Total AUM$243.6M
Discretionary$218.3M
Non-Disc.$25.2M
Employees6
Clients22
DateAug 2017
Total AUM$206.3M
Discretionary$183.9M
Non-Disc.$22.4M
Employees6
Clients300
DateMar 2017
Total AUM$206.3M
Discretionary$183.9M
Non-Disc.$22.4M
Employees6
Clients300
DateApr 2016
Total AUM$208.3M
Discretionary$169.1M
Non-Disc.$39.3M
Employees5
Clients300
DateMar 2016
Total AUM$208.3M
Discretionary$169.1M
Non-Disc.$39.3M
Employees5
Clients300
DateMar 2015
Total AUM$168.5M
Discretionary$140.7M
Non-Disc.$27.8M
Employees4
Clients200
DateMar 2014
Total AUM$149.3M
Discretionary$122.4M
Non-Disc.$26.9M
Employees2
Clients200
DateMar 2013
Total AUM$131.9M
Discretionary$108.2M
Non-Disc.$23.7M
Employees2
Clients200
DateOct 2012
Total AUM$115.8M
Discretionary$94.1M
Non-Disc.$21.7M
Employees2
Clients200
DateOct 2012
Total AUM$115.8M
Discretionary$94.1M
Non-Disc.$21.7M
Employees1
Clients200
DateOct 2012
Total AUM$115.8M
Discretionary$94.1M
Non-Disc.$21.7M
Employees1
Clients200
DateOct 2012
Total AUM$115.8M
Discretionary$94.1M
Non-Disc.$21.7M
Employees1
Clients200
DateMar 2012
Total AUM$115.8M
Discretionary$94.1M
Non-Disc.$21.7M
Employees1
Clients200
DateMar 2011
Total AUM$106.7M
Discretionary$106.7M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$106.7M
Discretionary$106.7M
Non-Disc.$0
Employees5
Clients--
DateJun 2007
Total AUM$65.5M
Discretionary$65.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$65.5M
Discretionary$65.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$52.3M
Discretionary$52.3M
Non-Disc.$0
Employees5
Clients--