WASSERMAN WEALTH MANAGEMENT, LLC
CRD #124556 SEC #801-66931 FARMINGTON HILLS, MI 248.626.3900
SEC Registered
Total AUM
$267.4M
Discretionary
$267.4M
Employees
5
Clients
--
Accounts
526
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2024 | $306M | $306M | $0 | 5 | 0 |
| Jan 2024 | $267.4M | $267.4M | $0 | 5 | 0 |
| Mar 2023 | $267.4M | $267.4M | $0 | 5 | 0 |
| Mar 2022 | $285M | $285M | $0 | 5 | 0 |
| Mar 2021 | $246.8M | $246.8M | $0 | 4 | 0 |
| Mar 2021 | $246.8M | $246.8M | $0 | 4 | 0 |
| Jun 2020 | $227.1M | $226.8M | $272K | 4 | 0 |
| Mar 2020 | $227.1M | $226.8M | $272K | 4 | 0 |
| Apr 2019 | $192.3M | $192.1M | $218K | 3 | 0 |
| Mar 2019 | $192.3M | $192.1M | $218K | 3 | 0 |
| Mar 2018 | $207M | $206.8M | $215.8K | 4 | 0 |
| Mar 2017 | $177.3M | $177.3M | $0 | 4 | 100 |
| Mar 2016 | $145.7M | $145.7M | $0 | 3 | 26 |
| Mar 2015 | $136.5M | $136.5M | $0 | 3 | 26 |
| Mar 2014 | $128.5M | $128.5M | $0 | 3 | 26 |
| Mar 2013 | $107.3M | $107.3M | $0 | 3 | 26 |
| Mar 2012 | $95.7M | $95.7M | $0 | 1 | 26 |
| Apr 2010 | $67.7M | $67.7M | $0 | 5 | -- |
| Mar 2009 | $52M | $52M | $0 | 5 | -- |
| Sep 2008 | $66.8M | $66.8M | $0 | 5 | -- |
| Mar 2008 | $66.8M | $66.8M | $0 | 5 | -- |
| Feb 2007 | $63.8M | $63.8M | $0 | 5 | -- |
DateFeb 2024
Total AUM$306M
Discretionary$306M
Non-Disc.$0
Employees5
Clients0
DateJan 2024
Total AUM$267.4M
Discretionary$267.4M
Non-Disc.$0
Employees5
Clients0
DateMar 2023
Total AUM$267.4M
Discretionary$267.4M
Non-Disc.$0
Employees5
Clients0
DateMar 2022
Total AUM$285M
Discretionary$285M
Non-Disc.$0
Employees5
Clients0
DateMar 2021
Total AUM$246.8M
Discretionary$246.8M
Non-Disc.$0
Employees4
Clients0
DateMar 2021
Total AUM$246.8M
Discretionary$246.8M
Non-Disc.$0
Employees4
Clients0
DateJun 2020
Total AUM$227.1M
Discretionary$226.8M
Non-Disc.$272K
Employees4
Clients0
DateMar 2020
Total AUM$227.1M
Discretionary$226.8M
Non-Disc.$272K
Employees4
Clients0
DateApr 2019
Total AUM$192.3M
Discretionary$192.1M
Non-Disc.$218K
Employees3
Clients0
DateMar 2019
Total AUM$192.3M
Discretionary$192.1M
Non-Disc.$218K
Employees3
Clients0
DateMar 2018
Total AUM$207M
Discretionary$206.8M
Non-Disc.$215.8K
Employees4
Clients0
DateMar 2017
Total AUM$177.3M
Discretionary$177.3M
Non-Disc.$0
Employees4
Clients100
DateMar 2016
Total AUM$145.7M
Discretionary$145.7M
Non-Disc.$0
Employees3
Clients26
DateMar 2015
Total AUM$136.5M
Discretionary$136.5M
Non-Disc.$0
Employees3
Clients26
DateMar 2014
Total AUM$128.5M
Discretionary$128.5M
Non-Disc.$0
Employees3
Clients26
DateMar 2013
Total AUM$107.3M
Discretionary$107.3M
Non-Disc.$0
Employees3
Clients26
DateMar 2012
Total AUM$95.7M
Discretionary$95.7M
Non-Disc.$0
Employees1
Clients26
DateApr 2010
Total AUM$67.7M
Discretionary$67.7M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$52M
Discretionary$52M
Non-Disc.$0
Employees5
Clients--
DateSep 2008
Total AUM$66.8M
Discretionary$66.8M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$66.8M
Discretionary$66.8M
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$63.8M
Discretionary$63.8M
Non-Disc.$0
Employees5
Clients--