STEVENS WEALTH MANAGEMENT LLC
CRD #123043 SEC #801-61929 DEERFIELD, IL 847-282-9910
SEC Registered
Total AUM
$286.7M
Discretionary
$286.7M
Employees
7
Clients
1
Accounts
544
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2017 | $286.7M | $286.7M | $0 | 7 | 130 |
| Mar 2017 | $286.7M | $286.7M | $0 | 7 | 130 |
| Jan 2017 | $286.7M | $286.7M | $0 | 7 | 130 |
| Dec 2016 | $261M | $261M | $0 | 6 | 125 |
| Aug 2016 | $261M | $261M | $0 | 6 | 125 |
| Feb 2016 | $261M | $261M | $0 | 6 | 125 |
| Feb 2015 | $257.9M | $257.9M | $0 | 5 | 112 |
| Mar 2014 | $252.5M | $252.5M | $0 | 6 | 111 |
| May 2013 | $226.9M | $226.9M | $0 | 5 | 110 |
| Mar 2013 | $226.9M | $226.9M | $0 | 5 | 110 |
| Jan 2013 | $228.9M | $228.9M | $0 | 5 | 110 |
| Oct 2012 | $184.8M | $184.8M | $0 | 6 | 110 |
| Mar 2012 | $184.8M | $184.8M | $0 | 6 | 110 |
| Jan 2012 | $171M | $171M | $0 | 6 | 108 |
| Dec 2011 | $171M | $171M | $0 | 6 | 108 |
| Nov 2011 | $171M | $171M | $0 | 6 | 108 |
| Sep 2011 | $171M | $171M | $0 | 10 | -- |
| Jul 2011 | $171M | $171M | $0 | 10 | -- |
| Jun 2011 | $171M | $171M | $0 | 10 | -- |
| Apr 2011 | $171M | $171M | $0 | 10 | -- |
| Dec 2010 | $152.7M | $152.7M | $0 | 10 | -- |
| Oct 2009 | $127.4M | $127.4M | $0 | 10 | -- |
| Sep 2008 | $131.2M | $131.2M | $0 | 10 | -- |
| Mar 2008 | $131.2M | $131.2M | $0 | 10 | -- |
| Jan 2008 | $104.8M | $104.8M | $0 | 10 | -- |
| Sep 2007 | $104.8M | $104.8M | $0 | 10 | -- |
| Mar 2007 | $104.8M | $104.8M | $0 | 10 | -- |
| Dec 2006 | $94.7M | $94.7M | $0 | 10 | -- |
| Mar 2006 | $94.7M | $94.7M | $0 | 10 | -- |
| Sep 2005 | $78.6M | $78.6M | $0 | 10 | -- |
DateAug 2017
Total AUM$286.7M
Discretionary$286.7M
Non-Disc.$0
Employees7
Clients130
DateMar 2017
Total AUM$286.7M
Discretionary$286.7M
Non-Disc.$0
Employees7
Clients130
DateJan 2017
Total AUM$286.7M
Discretionary$286.7M
Non-Disc.$0
Employees7
Clients130
DateDec 2016
Total AUM$261M
Discretionary$261M
Non-Disc.$0
Employees6
Clients125
DateAug 2016
Total AUM$261M
Discretionary$261M
Non-Disc.$0
Employees6
Clients125
DateFeb 2016
Total AUM$261M
Discretionary$261M
Non-Disc.$0
Employees6
Clients125
DateFeb 2015
Total AUM$257.9M
Discretionary$257.9M
Non-Disc.$0
Employees5
Clients112
DateMar 2014
Total AUM$252.5M
Discretionary$252.5M
Non-Disc.$0
Employees6
Clients111
DateMay 2013
Total AUM$226.9M
Discretionary$226.9M
Non-Disc.$0
Employees5
Clients110
DateMar 2013
Total AUM$226.9M
Discretionary$226.9M
Non-Disc.$0
Employees5
Clients110
DateJan 2013
Total AUM$228.9M
Discretionary$228.9M
Non-Disc.$0
Employees5
Clients110
DateOct 2012
Total AUM$184.8M
Discretionary$184.8M
Non-Disc.$0
Employees6
Clients110
DateMar 2012
Total AUM$184.8M
Discretionary$184.8M
Non-Disc.$0
Employees6
Clients110
DateJan 2012
Total AUM$171M
Discretionary$171M
Non-Disc.$0
Employees6
Clients108
DateDec 2011
Total AUM$171M
Discretionary$171M
Non-Disc.$0
Employees6
Clients108
DateNov 2011
Total AUM$171M
Discretionary$171M
Non-Disc.$0
Employees6
Clients108
DateSep 2011
Total AUM$171M
Discretionary$171M
Non-Disc.$0
Employees10
Clients--
DateJul 2011
Total AUM$171M
Discretionary$171M
Non-Disc.$0
Employees10
Clients--
DateJun 2011
Total AUM$171M
Discretionary$171M
Non-Disc.$0
Employees10
Clients--
DateApr 2011
Total AUM$171M
Discretionary$171M
Non-Disc.$0
Employees10
Clients--
DateDec 2010
Total AUM$152.7M
Discretionary$152.7M
Non-Disc.$0
Employees10
Clients--
DateOct 2009
Total AUM$127.4M
Discretionary$127.4M
Non-Disc.$0
Employees10
Clients--
DateSep 2008
Total AUM$131.2M
Discretionary$131.2M
Non-Disc.$0
Employees10
Clients--
DateMar 2008
Total AUM$131.2M
Discretionary$131.2M
Non-Disc.$0
Employees10
Clients--
DateJan 2008
Total AUM$104.8M
Discretionary$104.8M
Non-Disc.$0
Employees10
Clients--
DateSep 2007
Total AUM$104.8M
Discretionary$104.8M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$104.8M
Discretionary$104.8M
Non-Disc.$0
Employees10
Clients--
DateDec 2006
Total AUM$94.7M
Discretionary$94.7M
Non-Disc.$0
Employees10
Clients--
DateMar 2006
Total AUM$94.7M
Discretionary$94.7M
Non-Disc.$0
Employees10
Clients--
DateSep 2005
Total AUM$78.6M
Discretionary$78.6M
Non-Disc.$0
Employees10
Clients--