DBN WEALTH MANAGEMENT, LLC
CRD #127737 SEC #801-63364 SANTA BARBARA, CA 805-963-1837
SEC Registered
Total AUM
--
Discretionary
--
Employees
1
Clients
11
Accounts
--
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2011 | $44.8M | $0 | $44.8M | 5 | -- |
| Jun 2010 | $44.8M | $0 | $44.8M | 5 | -- |
| May 2010 | $44.8M | $0 | $44.8M | 5 | -- |
| Mar 2007 | $48.2M | $0 | $48.2M | 5 | -- |
| Dec 2005 | $60M | $60M | $0 | 5 | -- |
| Sep 2005 | $60M | $60M | $0 | 5 | -- |
| Jul 2004 | $60M | $60M | $0 | 5 | -- |
| Jul 2004 | $60M | $60M | $0 | 5 | -- |
DateFeb 2011
Total AUM$44.8M
Discretionary$0
Non-Disc.$44.8M
Employees5
Clients--
DateJun 2010
Total AUM$44.8M
Discretionary$0
Non-Disc.$44.8M
Employees5
Clients--
DateMay 2010
Total AUM$44.8M
Discretionary$0
Non-Disc.$44.8M
Employees5
Clients--
DateMar 2007
Total AUM$48.2M
Discretionary$0
Non-Disc.$48.2M
Employees5
Clients--
DateDec 2005
Total AUM$60M
Discretionary$60M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$60M
Discretionary$60M
Non-Disc.$0
Employees5
Clients--
DateJul 2004
Total AUM$60M
Discretionary$60M
Non-Disc.$0
Employees5
Clients--
DateJul 2004
Total AUM$60M
Discretionary$60M
Non-Disc.$0
Employees5
Clients--