WEALTH HEALTH, LLC
CRD #130951 SEC #801-64171 ROSELAND, NJ 973-535-9577
SEC Registered
Total AUM
$399.2M
Discretionary
$391.3M
Employees
7
Clients
51
Accounts
917
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2020 | $399.2M | $391.3M | $8M | 7 | 0 |
| Feb 2019 | $383.1M | $383.1M | $0 | 7 | 0 |
| Mar 2018 | $425.8M | $419.8M | $6.1M | 7 | 1 |
| Feb 2018 | $425.8M | $419.8M | $6.1M | 7 | 1 |
| Mar 2017 | $387.3M | $387.3M | $0 | 7 | 200 |
| Mar 2016 | $353.1M | $353.1M | $0 | 5 | 200 |
| Feb 2015 | $385.5M | $385.5M | $0 | 5 | 160 |
| Feb 2014 | $214.5M | $214.5M | $0 | 3 | 26 |
| Apr 2013 | $139.9M | $139.9M | $0 | 3 | 26 |
| Mar 2012 | $125.6M | $125.6M | $0 | 1 | 26 |
| Dec 2011 | $125.5M | $125.5M | $0 | 1 | 26 |
| Aug 2011 | $125.5M | $125.5M | $0 | 5 | -- |
| Mar 2011 | $120M | $118.4M | $1.6M | 5 | -- |
| Dec 2010 | $113.4M | $113.4M | $0 | 5 | -- |
| Mar 2009 | $69.2M | $69.2M | $0 | 5 | -- |
| Mar 2008 | $102M | $102M | $0 | 5 | -- |
| Mar 2007 | $55M | $55M | $0 | 5 | -- |
| Feb 2006 | $35M | $35M | $0 | 5 | -- |
DateMar 2020
Total AUM$399.2M
Discretionary$391.3M
Non-Disc.$8M
Employees7
Clients0
DateFeb 2019
Total AUM$383.1M
Discretionary$383.1M
Non-Disc.$0
Employees7
Clients0
DateMar 2018
Total AUM$425.8M
Discretionary$419.8M
Non-Disc.$6.1M
Employees7
Clients1
DateFeb 2018
Total AUM$425.8M
Discretionary$419.8M
Non-Disc.$6.1M
Employees7
Clients1
DateMar 2017
Total AUM$387.3M
Discretionary$387.3M
Non-Disc.$0
Employees7
Clients200
DateMar 2016
Total AUM$353.1M
Discretionary$353.1M
Non-Disc.$0
Employees5
Clients200
DateFeb 2015
Total AUM$385.5M
Discretionary$385.5M
Non-Disc.$0
Employees5
Clients160
DateFeb 2014
Total AUM$214.5M
Discretionary$214.5M
Non-Disc.$0
Employees3
Clients26
DateApr 2013
Total AUM$139.9M
Discretionary$139.9M
Non-Disc.$0
Employees3
Clients26
DateMar 2012
Total AUM$125.6M
Discretionary$125.6M
Non-Disc.$0
Employees1
Clients26
DateDec 2011
Total AUM$125.5M
Discretionary$125.5M
Non-Disc.$0
Employees1
Clients26
DateAug 2011
Total AUM$125.5M
Discretionary$125.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$120M
Discretionary$118.4M
Non-Disc.$1.6M
Employees5
Clients--
DateDec 2010
Total AUM$113.4M
Discretionary$113.4M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$69.2M
Discretionary$69.2M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$102M
Discretionary$102M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$55M
Discretionary$55M
Non-Disc.$0
Employees5
Clients--
DateFeb 2006
Total AUM$35M
Discretionary$35M
Non-Disc.$0
Employees5
Clients--