SUGARLOAF WEALTH MANAGEMENT, LLC
CRD #129602 SEC #801-62810 DULUTH, GA 770.985.5473
SEC Registered
Total AUM
$610.1M
Discretionary
$601.5M
Employees
14
Clients
1
Accounts
1,536
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2024 | $610.1M | $601.5M | $8.6M | 14 | 14 |
| Mar 2024 | $610.1M | $601.5M | $8.6M | 14 | 14 |
| Mar 2023 | $510.9M | $503.5M | $7.4M | 14 | 13 |
| Oct 2022 | $512.3M | $505.7M | $6.6M | 12 | 3 |
| Jul 2022 | $512.3M | $505.7M | $6.6M | 12 | 3 |
| Apr 2022 | $512.3M | $505.7M | $6.6M | 12 | 3 |
| Mar 2022 | $512.3M | $505.7M | $6.6M | 12 | 3 |
| Mar 2021 | $389.6M | $384.9M | $4.7M | 12 | 2 |
| Oct 2020 | $352.8M | $345M | $7.7M | 11 | 2 |
| Jul 2020 | $352.8M | $345M | $7.7M | 11 | 2 |
| Jul 2020 | $352.8M | $345M | $7.7M | 11 | 2 |
| Jun 2020 | $352.8M | $345M | $7.7M | 11 | 2 |
| Jun 2020 | $352.8M | $345M | $7.7M | 11 | 2 |
| Jun 2020 | $352.8M | $345M | $7.7M | 11 | 2 |
| Mar 2020 | $352.8M | $345M | $7.7M | 11 | 2 |
| Mar 2019 | $323.9M | $263.4M | $60.6M | 11 | 1 |
| Mar 2018 | $288.1M | $226M | $62.1M | 9 | 1 |
| Mar 2017 | $249.3M | $191.8M | $57.5M | 8 | 400 |
| Mar 2016 | $216M | $169.5M | $46.5M | 7 | 400 |
| Aug 2015 | $182.5M | $168.8M | $13.7M | 7 | 400 |
| Mar 2015 | $182.5M | $168.8M | $13.7M | 7 | 400 |
| Mar 2014 | $167.7M | $158.5M | $9.2M | 6 | 300 |
| Apr 2013 | $100.9M | $87.6M | $13.3M | 8 | 300 |
| Apr 2013 | $100.9M | $87.6M | $13.3M | 8 | 300 |
| Mar 2012 | $91.3M | $76.5M | $14.8M | 6 | 300 |
| Mar 2012 | $91.3M | $76.5M | $14.8M | 6 | 300 |
| May 2011 | $93.9M | $69.7M | $24.2M | 10 | -- |
| Jun 2009 | $62.7M | $62.7M | $0 | 10 | -- |
| Mar 2009 | $62.7M | $62.7M | $0 | 10 | -- |
| Mar 2007 | $78.1M | $78.1M | $0 | 10 | -- |
| Mar 2006 | $73.3M | $73.3M | $0 | 10 | -- |
| Sep 2005 | $83.1M | $83.1M | $0 | 10 | -- |
| Jul 2004 | $62M | $62M | $0 | 10 | -- |
DateAug 2024
Total AUM$610.1M
Discretionary$601.5M
Non-Disc.$8.6M
Employees14
Clients14
DateMar 2024
Total AUM$610.1M
Discretionary$601.5M
Non-Disc.$8.6M
Employees14
Clients14
DateMar 2023
Total AUM$510.9M
Discretionary$503.5M
Non-Disc.$7.4M
Employees14
Clients13
DateOct 2022
Total AUM$512.3M
Discretionary$505.7M
Non-Disc.$6.6M
Employees12
Clients3
DateJul 2022
Total AUM$512.3M
Discretionary$505.7M
Non-Disc.$6.6M
Employees12
Clients3
DateApr 2022
Total AUM$512.3M
Discretionary$505.7M
Non-Disc.$6.6M
Employees12
Clients3
DateMar 2022
Total AUM$512.3M
Discretionary$505.7M
Non-Disc.$6.6M
Employees12
Clients3
DateMar 2021
Total AUM$389.6M
Discretionary$384.9M
Non-Disc.$4.7M
Employees12
Clients2
DateOct 2020
Total AUM$352.8M
Discretionary$345M
Non-Disc.$7.7M
Employees11
Clients2
DateJul 2020
Total AUM$352.8M
Discretionary$345M
Non-Disc.$7.7M
Employees11
Clients2
DateJul 2020
Total AUM$352.8M
Discretionary$345M
Non-Disc.$7.7M
Employees11
Clients2
DateJun 2020
Total AUM$352.8M
Discretionary$345M
Non-Disc.$7.7M
Employees11
Clients2
DateJun 2020
Total AUM$352.8M
Discretionary$345M
Non-Disc.$7.7M
Employees11
Clients2
DateJun 2020
Total AUM$352.8M
Discretionary$345M
Non-Disc.$7.7M
Employees11
Clients2
DateMar 2020
Total AUM$352.8M
Discretionary$345M
Non-Disc.$7.7M
Employees11
Clients2
DateMar 2019
Total AUM$323.9M
Discretionary$263.4M
Non-Disc.$60.6M
Employees11
Clients1
DateMar 2018
Total AUM$288.1M
Discretionary$226M
Non-Disc.$62.1M
Employees9
Clients1
DateMar 2017
Total AUM$249.3M
Discretionary$191.8M
Non-Disc.$57.5M
Employees8
Clients400
DateMar 2016
Total AUM$216M
Discretionary$169.5M
Non-Disc.$46.5M
Employees7
Clients400
DateAug 2015
Total AUM$182.5M
Discretionary$168.8M
Non-Disc.$13.7M
Employees7
Clients400
DateMar 2015
Total AUM$182.5M
Discretionary$168.8M
Non-Disc.$13.7M
Employees7
Clients400
DateMar 2014
Total AUM$167.7M
Discretionary$158.5M
Non-Disc.$9.2M
Employees6
Clients300
DateApr 2013
Total AUM$100.9M
Discretionary$87.6M
Non-Disc.$13.3M
Employees8
Clients300
DateApr 2013
Total AUM$100.9M
Discretionary$87.6M
Non-Disc.$13.3M
Employees8
Clients300
DateMar 2012
Total AUM$91.3M
Discretionary$76.5M
Non-Disc.$14.8M
Employees6
Clients300
DateMar 2012
Total AUM$91.3M
Discretionary$76.5M
Non-Disc.$14.8M
Employees6
Clients300
DateMay 2011
Total AUM$93.9M
Discretionary$69.7M
Non-Disc.$24.2M
Employees10
Clients--
DateJun 2009
Total AUM$62.7M
Discretionary$62.7M
Non-Disc.$0
Employees10
Clients--
DateMar 2009
Total AUM$62.7M
Discretionary$62.7M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$78.1M
Discretionary$78.1M
Non-Disc.$0
Employees10
Clients--
DateMar 2006
Total AUM$73.3M
Discretionary$73.3M
Non-Disc.$0
Employees10
Clients--
DateSep 2005
Total AUM$83.1M
Discretionary$83.1M
Non-Disc.$0
Employees10
Clients--
DateJul 2004
Total AUM$62M
Discretionary$62M
Non-Disc.$0
Employees10
Clients--