WEALTH MANAGEMENT NETWORK LLC
CRD #128588 SEC #801-62431 NEWPORT BEACH, CA (949) 720-9980
SEC Registered Private Funds
Total AUM
$128.6M
Discretionary
$128.6M
Employees
1
Clients
--
Accounts
356
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2012 | $128.6M | $128.6M | $0 | 1 | 132 |
| Mar 2012 | $128.6M | $128.6M | $0 | 1 | 132 |
| Dec 2011 | $132.7M | $132.7M | $0 | 1 | 101 |
| Nov 2010 | $118.7M | $118.7M | $0 | 5 | -- |
| Mar 2007 | $123.6M | $123.6M | $0 | 5 | -- |
| Mar 2006 | $70.3M | $70.3M | $0 | 5 | -- |
| Nov 2005 | $49.4M | $49.4M | $0 | 5 | -- |
| Mar 2004 | $34M | $34M | $0 | 5 | -- |
| Oct 2003 | $31.2M | $30.2M | $1M | 5 | -- |
DateMay 2012
Total AUM$128.6M
Discretionary$128.6M
Non-Disc.$0
Employees1
Clients132
DateMar 2012
Total AUM$128.6M
Discretionary$128.6M
Non-Disc.$0
Employees1
Clients132
DateDec 2011
Total AUM$132.7M
Discretionary$132.7M
Non-Disc.$0
Employees1
Clients101
DateNov 2010
Total AUM$118.7M
Discretionary$118.7M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$123.6M
Discretionary$123.6M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$70.3M
Discretionary$70.3M
Non-Disc.$0
Employees5
Clients--
DateNov 2005
Total AUM$49.4M
Discretionary$49.4M
Non-Disc.$0
Employees5
Clients--
DateMar 2004
Total AUM$34M
Discretionary$34M
Non-Disc.$0
Employees5
Clients--
DateOct 2003
Total AUM$31.2M
Discretionary$30.2M
Non-Disc.$1M
Employees5
Clients--