WEALTH MANAGEMENT & BUSINESS CONCEPTS
Legal name: WMBC
CRD #124462 SEC #801-80426 IRVINE, CA 949-829-9622
SEC Registered
Total AUM
$116.2M
Discretionary
$56.8M
Employees
3
Clients
51
Accounts
648
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $116.2M | $56.8M | $59.4M | 3 | 9 |
| Feb 2024 | $116.2M | $56.8M | $59.4M | 3 | 9 |
| Mar 2023 | $98.1M | $37.6M | $60.5M | 6 | 8 |
| Mar 2022 | $105.5M | $35M | $70.5M | 6 | 5 |
| Mar 2021 | $111.8M | $10.2M | $101.6M | 6 | 6 |
| Dec 2020 | $94.6M | $0 | $94.6M | 6 | 3 |
| Jun 2020 | $94.6M | $0 | $94.6M | 6 | 3 |
| Mar 2020 | $94.6M | $0 | $94.6M | 6 | 3 |
| Apr 2019 | $96.6M | $0 | $96.6M | 4 | 0 |
| Mar 2019 | $96.6M | $0 | $96.6M | 4 | 0 |
| Sep 2018 | $101.8M | $0 | $101.8M | 5 | 0 |
| Sep 2017 | $98.6M | $0 | $98.6M | 4 | 26 |
| Aug 2016 | $101.9M | $0 | $101.9M | 6 | 26 |
| Sep 2015 | $104M | $0 | $104M | 4 | 200 |
| Feb 2015 | $100.4M | $0 | $100.4M | 5 | 600 |
| Sep 2014 | $100.4M | $0 | $100.4M | 5 | 600 |
| Jun 2012 | $43.3M | $0 | $43.3M | 1 | 200 |
| Apr 2012 | $43.3M | $0 | $43.3M | 1 | 200 |
| Mar 2012 | $43.3M | $0 | $43.3M | 1 | 200 |
| Jun 2011 | $53.4M | $0 | $53.4M | 5 | -- |
| Nov 2010 | $55M | $0 | $55M | 5 | -- |
| Jul 2010 | $55M | $0 | $55M | 5 | -- |
| Jun 2005 | $42M | $0 | $42M | 5 | -- |
| Mar 2004 | $27M | $0 | $27M | 5 | -- |
| Dec 2003 | $27M | $0 | $27M | 5 | -- |
DateJan 2025
Total AUM$116.2M
Discretionary$56.8M
Non-Disc.$59.4M
Employees3
Clients9
DateFeb 2024
Total AUM$116.2M
Discretionary$56.8M
Non-Disc.$59.4M
Employees3
Clients9
DateMar 2023
Total AUM$98.1M
Discretionary$37.6M
Non-Disc.$60.5M
Employees6
Clients8
DateMar 2022
Total AUM$105.5M
Discretionary$35M
Non-Disc.$70.5M
Employees6
Clients5
DateMar 2021
Total AUM$111.8M
Discretionary$10.2M
Non-Disc.$101.6M
Employees6
Clients6
DateDec 2020
Total AUM$94.6M
Discretionary$0
Non-Disc.$94.6M
Employees6
Clients3
DateJun 2020
Total AUM$94.6M
Discretionary$0
Non-Disc.$94.6M
Employees6
Clients3
DateMar 2020
Total AUM$94.6M
Discretionary$0
Non-Disc.$94.6M
Employees6
Clients3
DateApr 2019
Total AUM$96.6M
Discretionary$0
Non-Disc.$96.6M
Employees4
Clients0
DateMar 2019
Total AUM$96.6M
Discretionary$0
Non-Disc.$96.6M
Employees4
Clients0
DateSep 2018
Total AUM$101.8M
Discretionary$0
Non-Disc.$101.8M
Employees5
Clients0
DateSep 2017
Total AUM$98.6M
Discretionary$0
Non-Disc.$98.6M
Employees4
Clients26
DateAug 2016
Total AUM$101.9M
Discretionary$0
Non-Disc.$101.9M
Employees6
Clients26
DateSep 2015
Total AUM$104M
Discretionary$0
Non-Disc.$104M
Employees4
Clients200
DateFeb 2015
Total AUM$100.4M
Discretionary$0
Non-Disc.$100.4M
Employees5
Clients600
DateSep 2014
Total AUM$100.4M
Discretionary$0
Non-Disc.$100.4M
Employees5
Clients600
DateJun 2012
Total AUM$43.3M
Discretionary$0
Non-Disc.$43.3M
Employees1
Clients200
DateApr 2012
Total AUM$43.3M
Discretionary$0
Non-Disc.$43.3M
Employees1
Clients200
DateMar 2012
Total AUM$43.3M
Discretionary$0
Non-Disc.$43.3M
Employees1
Clients200
DateJun 2011
Total AUM$53.4M
Discretionary$0
Non-Disc.$53.4M
Employees5
Clients--
DateNov 2010
Total AUM$55M
Discretionary$0
Non-Disc.$55M
Employees5
Clients--
DateJul 2010
Total AUM$55M
Discretionary$0
Non-Disc.$55M
Employees5
Clients--
DateJun 2005
Total AUM$42M
Discretionary$0
Non-Disc.$42M
Employees5
Clients--
DateMar 2004
Total AUM$27M
Discretionary$0
Non-Disc.$27M
Employees5
Clients--
DateDec 2003
Total AUM$27M
Discretionary$0
Non-Disc.$27M
Employees5
Clients--