STRATUM WEALTH MANAGEMENT LLC
CRD #127007 SEC #801-62142 BOCA RATON, FL 561-912-9450
SEC Registered
Total AUM
$61M
Discretionary
$61M
Employees
5
Clients
0
Accounts
49
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2007 | $49.4M | $49.4M | $0 | 5 | -- |
| Apr 2007 | $45.8M | $45.8M | $0 | 5 | -- |
| Sep 2005 | $61M | $61M | $0 | 5 | -- |
| Sep 2005 | $61M | $61M | $0 | 5 | -- |
| Sep 2004 | $75M | $75M | $0 | 5 | -- |
| May 2004 | $60M | $60M | $0 | 5 | -- |
| Dec 2003 | $0 | $0 | $0 | 5 | -- |
DateApr 2007
Total AUM$49.4M
Discretionary$49.4M
Non-Disc.$0
Employees5
Clients--
DateApr 2007
Total AUM$45.8M
Discretionary$45.8M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$61M
Discretionary$61M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$61M
Discretionary$61M
Non-Disc.$0
Employees5
Clients--
DateSep 2004
Total AUM$75M
Discretionary$75M
Non-Disc.$0
Employees5
Clients--
DateMay 2004
Total AUM$60M
Discretionary$60M
Non-Disc.$0
Employees5
Clients--
DateDec 2003
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--