WEALTH MANAGEMENT, INC.
CRD #126534 SEC #801-62149 WILSONVILLE, OR 503.682.8888
SEC Registered
Total AUM
$44.3M
Discretionary
$43.1M
Employees
1
Clients
0
Accounts
56
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2012 | $44.3M | $43.1M | $1.2M | 1 | 26 |
| Feb 2012 | $44.3M | $43.1M | $1.2M | 1 | 26 |
| Mar 2011 | $43.3M | $36.4M | $6.9M | 5 | -- |
| Feb 2009 | $30.1M | $29.3M | $817.4K | 5 | -- |
| Feb 2007 | $44M | $44M | $0 | 5 | -- |
| Feb 2006 | $36.8M | $36.8M | $0 | 5 | -- |
| Jun 2004 | $35.9M | $35.9M | $0 | 5 | -- |
| Jun 2004 | $35.9M | $35.9M | $0 | 5 | -- |
DateFeb 2012
Total AUM$44.3M
Discretionary$43.1M
Non-Disc.$1.2M
Employees1
Clients26
DateFeb 2012
Total AUM$44.3M
Discretionary$43.1M
Non-Disc.$1.2M
Employees1
Clients26
DateMar 2011
Total AUM$43.3M
Discretionary$36.4M
Non-Disc.$6.9M
Employees5
Clients--
DateFeb 2009
Total AUM$30.1M
Discretionary$29.3M
Non-Disc.$817.4K
Employees5
Clients--
DateFeb 2007
Total AUM$44M
Discretionary$44M
Non-Disc.$0
Employees5
Clients--
DateFeb 2006
Total AUM$36.8M
Discretionary$36.8M
Non-Disc.$0
Employees5
Clients--
DateJun 2004
Total AUM$35.9M
Discretionary$35.9M
Non-Disc.$0
Employees5
Clients--
DateJun 2004
Total AUM$35.9M
Discretionary$35.9M
Non-Disc.$0
Employees5
Clients--