CATURANO WEALTH MANAGEMENT, LLC
CRD #125435 SEC #801-69769 BOSTON, MA 617-912-9000
SEC Registered
Total AUM
$69.3M
Discretionary
$69.3M
Employees
10
Clients
51
Accounts
159
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2009 | $69.3M | $69.3M | $0 | 10 | -- |
| May 2009 | $88.9M | $88.9M | $0 | 10 | -- |
| May 2009 | $88.9M | $88.9M | $0 | 10 | -- |
| Apr 2009 | $54.6M | $54.6M | $0 | 10 | -- |
| Mar 2009 | $54.6M | $54.6M | $0 | 10 | -- |
DateSep 2009
Total AUM$69.3M
Discretionary$69.3M
Non-Disc.$0
Employees10
Clients--
DateMay 2009
Total AUM$88.9M
Discretionary$88.9M
Non-Disc.$0
Employees10
Clients--
DateMay 2009
Total AUM$88.9M
Discretionary$88.9M
Non-Disc.$0
Employees10
Clients--
DateApr 2009
Total AUM$54.6M
Discretionary$54.6M
Non-Disc.$0
Employees10
Clients--
DateMar 2009
Total AUM$54.6M
Discretionary$54.6M
Non-Disc.$0
Employees10
Clients--