FMF&E WEALTH MANAGEMENT, LLC
CRD #125721 SEC #801-66983 SYRACUSE, NY 315-472-7045
SEC Registered
Total AUM
$357.6M
Discretionary
$357.3M
Employees
3
Clients
--
Accounts
692
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2024 | $357.6M | $357.3M | $360K | 3 | 71 |
| Mar 2024 | $357.6M | $357.3M | $360K | 3 | 71 |
| Aug 2023 | $316.6M | $316.2M | $337.3K | 4 | 11 |
| Mar 2023 | $316.6M | $316.2M | $337.3K | 4 | 11 |
| Mar 2022 | $340.7M | $340.3M | $397K | 4 | 71 |
| Mar 2021 | $280.6M | $280.2M | $351.3K | 4 | 64 |
| Jun 2020 | $262.3M | $261.9M | $340.1K | 4 | 56 |
| Mar 2020 | $262.3M | $261.9M | $340.1K | 4 | 56 |
| Mar 2019 | $225.4M | $224.9M | $562K | 3 | 53 |
| Sep 2018 | $237.5M | $236.9M | $667.2K | 3 | 55 |
| May 2018 | $237.5M | $236.9M | $667.2K | 3 | 55 |
| Mar 2018 | $237.5M | $236.9M | $667.2K | 3 | 55 |
| Dec 2017 | $200.1M | $199.4M | $678K | 3 | 0 |
| Mar 2017 | $200.1M | $199.4M | $678K | 2 | 300 |
| May 2016 | $162.7M | $162.1M | $607.1K | 3 | 300 |
| Feb 2016 | $162.7M | $162.1M | $607.1K | 3 | 300 |
| Mar 2015 | $149.7M | $149M | $651.7K | 2 | 200 |
| Feb 2014 | $138.6M | $138M | $660.7K | 2 | 200 |
| Mar 2013 | $99.9M | $99.4M | $518.6K | 2 | 200 |
| Jul 2012 | $96.8M | $96.6M | $203.9K | 1 | 200 |
| Mar 2012 | $87.7M | $87.5M | $181.1K | 1 | 200 |
| Jan 2011 | $67.4M | $65.8M | $1.5M | 5 | -- |
| Mar 2010 | $67.4M | $65.8M | $1.5M | 5 | -- |
| Mar 2009 | $56.2M | $53.7M | $2.5M | 5 | -- |
| Jan 2008 | $73.4M | $40.4M | $33M | 5 | -- |
| Mar 2007 | $60.5M | $44.2M | $16.2M | 5 | -- |
DateJun 2024
Total AUM$357.6M
Discretionary$357.3M
Non-Disc.$360K
Employees3
Clients71
DateMar 2024
Total AUM$357.6M
Discretionary$357.3M
Non-Disc.$360K
Employees3
Clients71
DateAug 2023
Total AUM$316.6M
Discretionary$316.2M
Non-Disc.$337.3K
Employees4
Clients11
DateMar 2023
Total AUM$316.6M
Discretionary$316.2M
Non-Disc.$337.3K
Employees4
Clients11
DateMar 2022
Total AUM$340.7M
Discretionary$340.3M
Non-Disc.$397K
Employees4
Clients71
DateMar 2021
Total AUM$280.6M
Discretionary$280.2M
Non-Disc.$351.3K
Employees4
Clients64
DateJun 2020
Total AUM$262.3M
Discretionary$261.9M
Non-Disc.$340.1K
Employees4
Clients56
DateMar 2020
Total AUM$262.3M
Discretionary$261.9M
Non-Disc.$340.1K
Employees4
Clients56
DateMar 2019
Total AUM$225.4M
Discretionary$224.9M
Non-Disc.$562K
Employees3
Clients53
DateSep 2018
Total AUM$237.5M
Discretionary$236.9M
Non-Disc.$667.2K
Employees3
Clients55
DateMay 2018
Total AUM$237.5M
Discretionary$236.9M
Non-Disc.$667.2K
Employees3
Clients55
DateMar 2018
Total AUM$237.5M
Discretionary$236.9M
Non-Disc.$667.2K
Employees3
Clients55
DateDec 2017
Total AUM$200.1M
Discretionary$199.4M
Non-Disc.$678K
Employees3
Clients0
DateMar 2017
Total AUM$200.1M
Discretionary$199.4M
Non-Disc.$678K
Employees2
Clients300
DateMay 2016
Total AUM$162.7M
Discretionary$162.1M
Non-Disc.$607.1K
Employees3
Clients300
DateFeb 2016
Total AUM$162.7M
Discretionary$162.1M
Non-Disc.$607.1K
Employees3
Clients300
DateMar 2015
Total AUM$149.7M
Discretionary$149M
Non-Disc.$651.7K
Employees2
Clients200
DateFeb 2014
Total AUM$138.6M
Discretionary$138M
Non-Disc.$660.7K
Employees2
Clients200
DateMar 2013
Total AUM$99.9M
Discretionary$99.4M
Non-Disc.$518.6K
Employees2
Clients200
DateJul 2012
Total AUM$96.8M
Discretionary$96.6M
Non-Disc.$203.9K
Employees1
Clients200
DateMar 2012
Total AUM$87.7M
Discretionary$87.5M
Non-Disc.$181.1K
Employees1
Clients200
DateJan 2011
Total AUM$67.4M
Discretionary$65.8M
Non-Disc.$1.5M
Employees5
Clients--
DateMar 2010
Total AUM$67.4M
Discretionary$65.8M
Non-Disc.$1.5M
Employees5
Clients--
DateMar 2009
Total AUM$56.2M
Discretionary$53.7M
Non-Disc.$2.5M
Employees5
Clients--
DateJan 2008
Total AUM$73.4M
Discretionary$40.4M
Non-Disc.$33M
Employees5
Clients--
DateMar 2007
Total AUM$60.5M
Discretionary$44.2M
Non-Disc.$16.2M
Employees5
Clients--