WILLINGDON WEALTH MANAGEMENT LLC
CRD #129613 SEC #801-63624 HUNTERSVILLE, NC 704-766-0584
SEC Registered
Total AUM
$865.1M
Discretionary
$858.1M
Employees
12
Clients
26
Accounts
2,484
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2020 | $865.1M | $858.1M | $7M | 12 | 0 |
| Mar 2020 | $865.1M | $858.1M | $7M | 13 | 0 |
| Jan 2020 | $643.4M | $638.4M | $5M | 18 | 0 |
| Sep 2019 | $643.4M | $638.4M | $5M | 18 | 0 |
| Jun 2019 | $643.4M | $638.4M | $5M | 17 | 0 |
| Apr 2019 | $643.4M | $638.4M | $5M | 17 | 0 |
| Mar 2019 | $643.4M | $638.4M | $5M | 16 | 0 |
| Feb 2019 | $686.1M | $681.1M | $5M | 16 | 0 |
| Oct 2018 | $562M | $556.9M | $5.1M | 17 | 1 |
| Jul 2018 | $562M | $556.9M | $5.1M | 17 | 1 |
| Mar 2018 | $562M | $556.9M | $5.1M | 15 | 1 |
| Nov 2017 | $400.2M | $395.2M | $5M | 12 | 0 |
| Jul 2017 | $400.2M | $395.2M | $5M | 12 | 600 |
| Mar 2017 | $400.2M | $395.2M | $5M | 12 | 600 |
| Feb 2017 | $400.2M | $395.2M | $5M | 11 | 600 |
| Jan 2017 | $194.8M | $191.1M | $3.7M | 11 | 300 |
| Oct 2016 | $194.8M | $191.1M | $3.7M | 11 | 300 |
| Aug 2016 | $194.8M | $191.1M | $3.7M | 12 | 300 |
| Jul 2016 | $194.8M | $191.1M | $3.7M | 12 | 300 |
| Jun 2016 | $194.8M | $191.1M | $3.7M | 12 | 300 |
| Apr 2016 | $194.8M | $191.1M | $3.7M | 12 | 300 |
| Mar 2016 | $194.8M | $191.1M | $3.7M | 12 | 300 |
| Dec 2015 | $268M | $262.2M | $5.9M | 9 | 300 |
| Oct 2015 | $268M | $262.2M | $5.9M | 8 | 300 |
| Jul 2015 | $268M | $262.2M | $5.9M | 8 | 300 |
| Jul 2015 | $268M | $262.2M | $5.9M | 8 | 300 |
| Mar 2015 | $268M | $262.2M | $5.9M | 9 | 300 |
| May 2014 | $239M | $227.1M | $11.9M | 11 | 300 |
| Mar 2014 | $239M | $227.1M | $11.9M | 11 | 300 |
| May 2013 | $179.5M | $164.9M | $14.6M | 8 | 232 |
| Mar 2013 | $179.5M | $164.9M | $14.6M | 8 | 232 |
| May 2012 | $138.6M | $135.4M | $3.2M | 1 | 208 |
| Mar 2012 | $138.6M | $135.4M | $3.2M | 1 | 208 |
| Feb 2012 | $138.6M | $135.4M | $3.2M | 1 | 208 |
| Jan 2011 | $119.9M | $115.2M | $4.7M | 5 | -- |
| Oct 2009 | $116.1M | $111.7M | $4.5M | 5 | -- |
| Jul 2009 | $62.5M | $59.3M | $3.2M | 5 | -- |
| Mar 2009 | $62.5M | $59.3M | $3.2M | 5 | -- |
| Mar 2008 | $35.9M | $32.3M | $3.7M | 5 | -- |
| Jan 2008 | $25.4M | $24.1M | $1.3M | 5 | -- |
| Mar 2007 | $25.4M | $24.1M | $1.3M | 5 | -- |
| Nov 2006 | $50.9M | $50.6M | $321.2K | 5 | -- |
| Feb 2005 | $39.8M | $39.8M | $0 | 5 | -- |
| Jan 2005 | $39.8M | $39.8M | $0 | 5 | -- |
DateJun 2020
Total AUM$865.1M
Discretionary$858.1M
Non-Disc.$7M
Employees12
Clients0
DateMar 2020
Total AUM$865.1M
Discretionary$858.1M
Non-Disc.$7M
Employees13
Clients0
DateJan 2020
Total AUM$643.4M
Discretionary$638.4M
Non-Disc.$5M
Employees18
Clients0
DateSep 2019
Total AUM$643.4M
Discretionary$638.4M
Non-Disc.$5M
Employees18
Clients0
DateJun 2019
Total AUM$643.4M
Discretionary$638.4M
Non-Disc.$5M
Employees17
Clients0
DateApr 2019
Total AUM$643.4M
Discretionary$638.4M
Non-Disc.$5M
Employees17
Clients0
DateMar 2019
Total AUM$643.4M
Discretionary$638.4M
Non-Disc.$5M
Employees16
Clients0
DateFeb 2019
Total AUM$686.1M
Discretionary$681.1M
Non-Disc.$5M
Employees16
Clients0
DateOct 2018
Total AUM$562M
Discretionary$556.9M
Non-Disc.$5.1M
Employees17
Clients1
DateJul 2018
Total AUM$562M
Discretionary$556.9M
Non-Disc.$5.1M
Employees17
Clients1
DateMar 2018
Total AUM$562M
Discretionary$556.9M
Non-Disc.$5.1M
Employees15
Clients1
DateNov 2017
Total AUM$400.2M
Discretionary$395.2M
Non-Disc.$5M
Employees12
Clients0
DateJul 2017
Total AUM$400.2M
Discretionary$395.2M
Non-Disc.$5M
Employees12
Clients600
DateMar 2017
Total AUM$400.2M
Discretionary$395.2M
Non-Disc.$5M
Employees12
Clients600
DateFeb 2017
Total AUM$400.2M
Discretionary$395.2M
Non-Disc.$5M
Employees11
Clients600
DateJan 2017
Total AUM$194.8M
Discretionary$191.1M
Non-Disc.$3.7M
Employees11
Clients300
DateOct 2016
Total AUM$194.8M
Discretionary$191.1M
Non-Disc.$3.7M
Employees11
Clients300
DateAug 2016
Total AUM$194.8M
Discretionary$191.1M
Non-Disc.$3.7M
Employees12
Clients300
DateJul 2016
Total AUM$194.8M
Discretionary$191.1M
Non-Disc.$3.7M
Employees12
Clients300
DateJun 2016
Total AUM$194.8M
Discretionary$191.1M
Non-Disc.$3.7M
Employees12
Clients300
DateApr 2016
Total AUM$194.8M
Discretionary$191.1M
Non-Disc.$3.7M
Employees12
Clients300
DateMar 2016
Total AUM$194.8M
Discretionary$191.1M
Non-Disc.$3.7M
Employees12
Clients300
DateDec 2015
Total AUM$268M
Discretionary$262.2M
Non-Disc.$5.9M
Employees9
Clients300
DateOct 2015
Total AUM$268M
Discretionary$262.2M
Non-Disc.$5.9M
Employees8
Clients300
DateJul 2015
Total AUM$268M
Discretionary$262.2M
Non-Disc.$5.9M
Employees8
Clients300
DateJul 2015
Total AUM$268M
Discretionary$262.2M
Non-Disc.$5.9M
Employees8
Clients300
DateMar 2015
Total AUM$268M
Discretionary$262.2M
Non-Disc.$5.9M
Employees9
Clients300
DateMay 2014
Total AUM$239M
Discretionary$227.1M
Non-Disc.$11.9M
Employees11
Clients300
DateMar 2014
Total AUM$239M
Discretionary$227.1M
Non-Disc.$11.9M
Employees11
Clients300
DateMay 2013
Total AUM$179.5M
Discretionary$164.9M
Non-Disc.$14.6M
Employees8
Clients232
DateMar 2013
Total AUM$179.5M
Discretionary$164.9M
Non-Disc.$14.6M
Employees8
Clients232
DateMay 2012
Total AUM$138.6M
Discretionary$135.4M
Non-Disc.$3.2M
Employees1
Clients208
DateMar 2012
Total AUM$138.6M
Discretionary$135.4M
Non-Disc.$3.2M
Employees1
Clients208
DateFeb 2012
Total AUM$138.6M
Discretionary$135.4M
Non-Disc.$3.2M
Employees1
Clients208
DateJan 2011
Total AUM$119.9M
Discretionary$115.2M
Non-Disc.$4.7M
Employees5
Clients--
DateOct 2009
Total AUM$116.1M
Discretionary$111.7M
Non-Disc.$4.5M
Employees5
Clients--
DateJul 2009
Total AUM$62.5M
Discretionary$59.3M
Non-Disc.$3.2M
Employees5
Clients--
DateMar 2009
Total AUM$62.5M
Discretionary$59.3M
Non-Disc.$3.2M
Employees5
Clients--
DateMar 2008
Total AUM$35.9M
Discretionary$32.3M
Non-Disc.$3.7M
Employees5
Clients--
DateJan 2008
Total AUM$25.4M
Discretionary$24.1M
Non-Disc.$1.3M
Employees5
Clients--
DateMar 2007
Total AUM$25.4M
Discretionary$24.1M
Non-Disc.$1.3M
Employees5
Clients--
DateNov 2006
Total AUM$50.9M
Discretionary$50.6M
Non-Disc.$321.2K
Employees5
Clients--
DateFeb 2005
Total AUM$39.8M
Discretionary$39.8M
Non-Disc.$0
Employees5
Clients--
DateJan 2005
Total AUM$39.8M
Discretionary$39.8M
Non-Disc.$0
Employees5
Clients--